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SJBenen ADVISORY’s iShares Russell 2000 ETF IWM Stock Holding History

SJBenen ADVISORY’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 		$421K Hold
1,400
– – 0.24% 27
2026
Q1 		$347K Sell
1,400
-3,300
-70% -$851K 0.29% 20
2025
Q4 		$1.16M Buy
+4,700
New +$1.16M 1.08% 16

Other funds holding IWM

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SJBenen ADVISORY's IWM Position: Q2 2026 in Review

SJBenen ADVISORY held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,400 shares worth $421K. The position accounts for 0.24% of the portfolio, ranked #27.

SJBenen ADVISORY first reported a position in IWM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.16M in Q4 2025. 2,634 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • SJBenen ADVISORY held 1,400 shares of iShares Russell 2000 ETF worth $421K as of Q2 2026.
  • SJBenen ADVISORY left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.24% of SJBenen ADVISORY's portfolio in Q2 2026, its #27 holding.
  • SJBenen ADVISORY first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 3 quarters since.
  • SJBenen ADVISORY's iShares Russell 2000 ETF position peaked at $1.16M in Q4 2025.
  • 2,634 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on SJBenen ADVISORY's 13F filing for Q2 2026, filed 11 Aug 2026.