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

SkyOak 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 		$821K Sell
2,732
-4
-0.1% -$1.12K 0.13% 105
2026
Q1 		$679K Hold
2,736
– – 0.12% 108
2025
Q4 		$673K Hold
2,736
– – 0.12% 108
2025
Q3 		$662K Buy
2,736
+4
+0.1% +$918 0.13% 102
2025
Q2 		$590K Hold
2,732
– – 0.12% 113
2025
Q1 		$545K Hold
2,732
– – 0.12% 114
2024
Q4 		$604K Buy
2,732
+358
+15% +$81.6K 0.13% 103
2024
Q3 		$524K Hold
2,374
– – 0.12% 111
2024
Q2 		$482K Buy
2,374
+483
+26% +$97.6K 0.11% 118
2024
Q1 		$398K Buy
1,891
+113
+6% +$22.5K 0.1% 146
2023
Q4 		$357K Buy
1,778
+17
+1% +$3.05K 0.09% 151
2023
Q3 		$311K Hold
1,761
– – 0.09% 159
2023
Q2 		$330K Sell
1,761
-290
-14% -$51.7K 0.09% 160
2023
Q1 		$366K Buy
2,051
+245
+14% +$45.1K 0.11% 142
2022
Q4 		$315K Buy
+1,806
New +$321K 0.11% 156
2021
Q3 		– Sell
-886
Closed -$203K – 242
2021
Q2 		$203K Hold
886
– – 0.05% 222
2021
Q1 		$203K Sell
886
-1,013
-53% -$221K 0.06% 221
2020
Q4 		$372K Sell
1,899
-1
-0.1% -$175 0.12% 145
2020
Q3 		$285K Sell
1,900
-205
-10% -$30.8K 0.1% 159
2020
Q2 		$301K Buy
2,105
+117
+6% +$15.4K 0.11% 180
2020
Q1 		$228K Sell
1,988
-1,698
-46% -$253K 0.12% 184
2019
Q4 		$611K Buy
+3,686
New +$583K 0.19% 125

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

SkyOak Wealth's IWM Position: Q2 2026 in Review

SkyOak Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 0.15% in Q2 2026, selling an estimated $1.12K and leaving 2,732 shares worth $821K. The position accounts for 0.13% of the portfolio, ranked #105.

SkyOak Wealth first reported a position in IWM in Q4 2019 and has held it in 22 quarters since. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • SkyOak Wealth held 2,732 shares of iShares Russell 2000 ETF worth $821K as of Q2 2026.
  • SkyOak Wealth sold 4 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.12K.
  • iShares Russell 2000 ETF made up 0.13% of SkyOak Wealth's portfolio in Q2 2026, its #105 holding.
  • SkyOak Wealth first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 22 quarters since.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.