Spahn Wealth & Retirement’s iShares Russell 2000 ETF IWM Stock Holding History

Spahn Wealth & Retirement’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	$9.46M	Buy	31,480 +8,035	+34%	+$2.26M	6.09%	5
2026 Q1	$5.81M	Hold	23,445	–	–	7.4%	3
2025 Q4	$5.77M	Buy	23,445 +208	+0.9%	+$51.1K	3.58%	11
2025 Q3	$5.62M	Sell	23,237 -1,233	-5%	-$283K	3.33%	13
2025 Q2	$5.28M	Sell	24,470 -27,652	-53%	-$5.56M	3.4%	11
2025 Q1	$10.4M	Sell	52,122 -16,236	-24%	-$3.52M	7.63%	3
2024 Q4	$15.1M	Buy	+68,358	New	+$15.6M	9.91%	2

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

Spahn Wealth & Retirement's IWM Position: Q2 2026 in Review

Spahn Wealth & Retirement increased its iShares Russell 2000 ETF (IWM) stake by 34% in Q2 2026, buying an estimated $2.26M and bringing the position to 31,480 shares worth $9.46M. The position accounts for 6.09% of the portfolio, ranked #5.

Spahn Wealth & Retirement first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.1M in Q4 2024. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Spahn Wealth & Retirement held 31,480 shares of iShares Russell 2000 ETF worth $9.46M as of Q2 2026.
Spahn Wealth & Retirement bought 8,035 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.26M.
iShares Russell 2000 ETF made up 6.09% of Spahn Wealth & Retirement's portfolio in Q2 2026, its #5 holding.
Spahn Wealth & Retirement first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
Spahn Wealth & Retirement's iShares Russell 2000 ETF position peaked at $15.1M in Q4 2024.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q2 2026, filed 13 Aug 2026.