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Simplicity Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Simplicity Wealth’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.16M Buy
7,192
+1,761
+32% +$495K 0.07% 263
2026
Q1 		$1.35M Sell
5,431
-253
-4% -$65.3K 0.08% 240
2025
Q4 		$1.4M Sell
5,684
-11,138
-66% -$2.74M 0.08% 231
2025
Q3 		$4.07M Buy
16,822
+5,611
+50% +$1.29M 0.24% 94
2025
Q2 		$2.42M Buy
11,211
+2,114
+23% +$425K 0.1% 190
2025
Q1 		$1.81M Buy
9,097
+5,297
+139% +$1.15M 0.14% 165
2024
Q4 		$840K Sell
3,800
-2,435
-39% -$555K 0.18% 107
2024
Q3 		$1.38M Sell
6,235
-32,182
-84% -$6.89M 0.13% 151
2024
Q2 		$7.79M Sell
38,417
-20,959
-35% -$4.24M 0.18% 112
2024
Q1 		$12.5M Buy
59,376
+56,361
+1,869% +$11.2M 0.3% 65
2023
Q4 		$605K Buy
3,015
+174
+6% +$31.2K 0.23% 71
2023
Q3 		$502K Buy
2,841
+764
+37% +$143K 0.29% 44
2023
Q2 		$389K Sell
2,077
-188
-8% -$33.5K 0.24% 51
2023
Q1 		$404K Buy
2,265
+1,045
+86% +$192K 0.27% 45
2022
Q4 		$213K Buy
+1,220
New +$217K 0.19% 64

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Simplicity Wealth's IWM Position: Q2 2026 in Review

Simplicity Wealth increased its iShares Russell 2000 ETF (IWM) stake by 32% in Q2 2026, buying an estimated $495K and bringing the position to 7,192 shares worth $2.16M. The position accounts for 0.07% of the portfolio, ranked #263.

Simplicity Wealth first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.5M in Q1 2024. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Simplicity Wealth held 7,192 shares of iShares Russell 2000 ETF worth $2.16M as of Q2 2026.
  • Simplicity Wealth bought 1,761 iShares Russell 2000 ETF shares in Q2 2026, an estimated $495K.
  • iShares Russell 2000 ETF made up 0.07% of Simplicity Wealth's portfolio in Q2 2026, its #263 holding.
  • Simplicity Wealth first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
  • Simplicity Wealth's iShares Russell 2000 ETF position peaked at $12.5M in Q1 2024.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.