Spirepoint Private Client’s iShares Russell 2000 ETF IWM Stock Holding History

Spirepoint Private Client’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	$422K	Hold	1,405	–	–	0.03%	225
2026 Q1	$348K	Sell	1,405 -100	-7%	-$25.8K	0.03%	235
2025 Q4	$370K	Hold	1,505	–	–	0.04%	208
2025 Q3	$364K	Hold	1,505	–	–	0.04%	194
2025 Q2	$325K	Hold	1,505	–	–	0.04%	188
2025 Q1	$300K	Hold	1,505	–	–	0.04%	172
2024 Q4	$333K	Buy	+1,505	New	+$343K	0.04%	169

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

Spirepoint Private Client's IWM Position: Q2 2026 in Review

Spirepoint Private Client held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,405 shares worth $422K. The position accounts for 0.03% of the portfolio, ranked #225.

Spirepoint Private Client first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Spirepoint Private Client held 1,405 shares of iShares Russell 2000 ETF worth $422K as of Q2 2026.
Spirepoint Private Client left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.03% of Spirepoint Private Client's portfolio in Q2 2026, its #225 holding.
Spirepoint Private Client first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.