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Spartan Wealth Advisory Services LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$551K Buy
1,835
+10
+0.5% +$2.81K 0.05% 216
2026
Q1 		$453K Buy
+1,825
New +$471K 0.04% 221

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

Spartan Wealth Advisory Services LLC's IWM Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its iShares Russell 2000 ETF (IWM) stake by 0.55% in Q2 2026, buying an estimated $2.81K and bringing the position to 1,835 shares worth $551K. The position accounts for 0.05% of the portfolio, ranked #216.

Spartan Wealth Advisory Services LLC first reported a position in IWM in Q1 2026 and has held it in 2 quarters since. 2,634 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 1,835 shares of iShares Russell 2000 ETF worth $551K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 10 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.81K.
  • iShares Russell 2000 ETF made up 0.05% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #216 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in iShares Russell 2000 ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,634 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.