Straight Path Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Straight Path Wealth 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	$340K	Hold	1,130	–	–	0.08%	90
2026 Q1	$280K	Hold	1,130	–	–	0.07%	100
2025 Q4	$278K	Hold	1,130	–	–	0.08%	102
2025 Q3	$273K	Hold	1,130	–	–	0.07%	112
2025 Q2	$244K	Hold	1,130	–	–	0.08%	100
2025 Q1	$225K	Hold	1,130	–	–	0.09%	92
2024 Q4	$250K	Hold	1,130	–	–	0.1%	83
2024 Q3	$250K	Buy	+1,130	New	+$242K	0.11%	83
2022 Q2	–	Sell	-1,097	Closed	-$225K	–	76
2022 Q1	$225K	Sell	1,097 -14	-1%	-$2.86K	0.19%	59
2021 Q4	$247K	Buy	+1,111	New	+$251K	0.22%	63

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

Straight Path Wealth Management's IWM Position: Q2 2026 in Review

Straight Path Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,130 shares worth $340K. The position accounts for 0.08% of the portfolio, ranked #90.

Straight Path Wealth Management first reported a position in IWM in Q4 2021 and has held it in 10 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Straight Path Wealth Management held 1,130 shares of iShares Russell 2000 ETF worth $340K as of Q2 2026.
Straight Path Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.08% of Straight Path Wealth Management's portfolio in Q2 2026, its #90 holding.
Straight Path Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 10 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.