Smartleaf Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Smartleaf Asset Management’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	$1.51M	Hold	5,043	–	–	0.05%	331
2026 Q1	$1.21M	Sell	5,043 -596	-11%	-$154K	0.04%	360
2025 Q4	$1.4M	Buy	5,639 +3,910	+226%	+$961K	0.05%	303
2025 Q3	$418K	Buy	1,729 +337	+24%	+$77.3K	0.03%	519
2025 Q2	$300K	Sell	1,392 -30	-2%	-$6.04K	0.03%	482
2025 Q1	$285K	Buy	1,422 +492	+53%	+$107K	0.03%	479
2024 Q4	$205K	Sell	930 -84	-8%	-$19.2K	0.02%	533
2024 Q3	$223K	Buy	1,014 +102	+11%	+$21.8K	0.03%	463
2024 Q2	$184K	Buy	912 +1	+0.1%	+$202	0.03%	404
2024 Q1	$191K	Buy	911 +821	+912%	+$164K	0.04%	372
2023 Q4	$18.4K	Buy	+90	New	+$16.1K	﹤0.01%	682

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Smartleaf Asset Management's IWM Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 5,043 shares worth $1.51M. The position accounts for 0.05% of the portfolio, ranked #331.

Smartleaf Asset Management first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Smartleaf Asset Management held 5,043 shares of iShares Russell 2000 ETF worth $1.51M as of Q2 2026.
Smartleaf Asset Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.05% of Smartleaf Asset Management's portfolio in Q2 2026, its #331 holding.
Smartleaf Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.