SOA Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

SOA Wealth Advisors’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	$2.25M	Buy	98,967 +15,147	+18%	+$4.26M	0.38%	53
2026 Q1	$1.37M	Buy	83,820 +38	+0%	+$9.8K	0.26%	68
2025 Q4	$1.35M	Buy	83,782 +17,557	+27%	+$4.32M	0.23%	72
2025 Q3	$1.19M	Buy	66,225 +91	+0.1%	+$20.9K	0.2%	76
2025 Q2	$1.05M	Sell	66,134 -79,302	-55%	-$16M	0.2%	76
2025 Q1	$1.11M	Buy	145,436 +140,595	+2,904%	+$30.5M	0.23%	68
2024 Q4	$1.07M	Buy	4,841 +552	+13%	+$126K	0.2%	71
2024 Q3	$947K	Buy	4,289 +11	+0.3%	+$2.35K	0.18%	75
2024 Q2	$868K	Sell	4,278 -204	-5%	-$41.2K	0.17%	76
2024 Q1	$943K	Buy	4,482 +133	+3%	+$26.5K	0.2%	70
2023 Q4	$873K	Buy	4,349 +320	+8%	+$57.3K	0.19%	70
2023 Q3	$712K	Sell	4,029 -178	-4%	-$33.4K	0.18%	69
2023 Q2	$788K	Buy	4,207 +903	+27%	+$161K	0.18%	66
2023 Q1	$590K	Buy	3,304 +1	+0%	+$184	0.15%	80
2022 Q4	$576K	Buy	3,303 +1,029	+45%	+$183K	0.16%	77
2022 Q3	$375K	Hold	2,274	–	–	0.11%	100
2022 Q2	$385K	Buy	2,274 +1	+0%	+$184	0.11%	100
2022 Q1	$466K	Hold	2,273	–	–	0.11%	104
2021 Q4	$506K	Sell	2,273 -121	-5%	-$27.3K	0.12%	96
2021 Q3	$523K	Buy	2,394 +108	+5%	+$23.9K	0.13%	94
2021 Q2	$524K	Sell	2,286 -107	-4%	-$24.1K	0.13%	95
2021 Q1	$528K	Buy	2,393 +4	+0.2%	+$873	0.15%	91
2020 Q4	$542K	Buy	+2,389	New	+$418K	0.15%	83

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

SOA Wealth Advisors's IWM Position: Q2 2026 in Review

SOA Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 18% in Q2 2026, buying an estimated $4.26M and bringing the position to 98,967 shares worth $2.25M. The position accounts for 0.38% of the portfolio, ranked #53.

SOA Wealth Advisors first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

SOA Wealth Advisors held 98,967 shares of iShares Russell 2000 ETF worth $2.25M as of Q2 2026.
SOA Wealth Advisors bought 15,147 iShares Russell 2000 ETF shares in Q2 2026, an estimated $4.26M.
iShares Russell 2000 ETF made up 0.38% of SOA Wealth Advisors's portfolio in Q2 2026, its #53 holding.
SOA Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.