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Stone House Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Stone House Investment 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 		$93.3K Buy
311
+1
+0.3% +$281 0.01% 162
2026
Q1 		$76.9K Sell
310
-18
-5% -$4.64K 0.01% 141
2025
Q4 		$80.8K Buy
328
+21
+7% +$5.16K 0.01% 128
2025
Q3 		$74.4K Hold
307
– – 0.01% 127
2025
Q2 		$66.1K Buy
307
+1
+0.3% +$201 0.01% 132
2025
Q1 		$61K Buy
+306
New +$66.4K 0.01% 133
2024
Q4 		– Sell
-304
Closed -$67.2K – 203
2024
Q3 		$67.2K Buy
304
+1
+0.3% +$214 0.01% 100
2024
Q2 		$61.5K Buy
303
+1
+0.3% +$202 0.02% 109
2024
Q1 		$63.5K Buy
302
+1
+0.3% +$199 0.01% 109
2023
Q4 		$60.5K Buy
301
+2
+0.7% +$358 0.02% 79
2023
Q3 		$52.8K Hold
299
– – 0.02% 80
2023
Q2 		$56K Buy
299
+1
+0.3% +$178 0.02% 81
2023
Q1 		$53.2K Buy
+298
New +$54.9K 0.02% 90
2019
Q2 		– Sell
-283
Closed -$43K – 120
2019
Q1 		$43K Buy
+283
New +$42.5K 0.02% 99

Other funds holding IWM

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

Stone House Investment Management's IWM Position: Q2 2026 in Review

Stone House Investment Management increased its iShares Russell 2000 ETF (IWM) stake by 0.32% in Q2 2026, buying an estimated $281 and bringing the position to 311 shares worth $93.3K. The position accounts for 0.01% of the portfolio, ranked #162.

Stone House Investment Management first reported a position in IWM in Q1 2019 and has held it in 14 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Stone House Investment Management held 311 shares of iShares Russell 2000 ETF worth $93.3K as of Q2 2026.
  • Stone House Investment Management bought 1 iShares Russell 2000 ETF share in Q2 2026, an estimated $281.
  • iShares Russell 2000 ETF made up 0.01% of Stone House Investment Management's portfolio in Q2 2026, its #162 holding.
  • Stone House Investment Management first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 14 quarters since.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.