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Strategic Blueprint’s iShares Russell 2000 ETF IWM Stock Holding History

Strategic Blueprint’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 		$1.18M Buy
3,917
+72
+2% +$20.2K 0.06% 284
2026
Q1 		$954K Buy
3,845
+12
+0.3% +$3.1K 0.06% 288
2025
Q4 		$943K Sell
3,833
-525
-12% -$129K 0.06% 278
2025
Q3 		$1.05M Buy
4,358
+1,424
+49% +$327K 0.05% 327
2025
Q2 		$633K Sell
2,934
-194
-6% -$39K 0.03% 390
2025
Q1 		$624K Sell
3,128
-185
-6% -$40.1K 0.03% 385
2024
Q4 		$732K Buy
3,313
+42
+1% +$9.58K 0.04% 322
2024
Q3 		$722K Buy
3,271
+562
+21% +$120K 0.05% 320
2024
Q2 		$550K Buy
2,709
+445
+20% +$89.9K 0.04% 354
2024
Q1 		$476K Buy
2,264
+21
+0.9% +$4.19K 0.03% 393
2023
Q4 		$450K Sell
2,243
-352
-14% -$63.1K 0.04% 372
2023
Q3 		$459K Buy
2,595
+54
+2% +$10.1K 0.04% 341
2023
Q2 		$476K Sell
2,541
-337
-12% -$60.1K 0.05% 331
2023
Q1 		$513K Buy
2,878
+91
+3% +$16.8K 0.05% 303
2022
Q4 		$486K Sell
2,787
-3,567
-56% -$634K 0.06% 303
2022
Q3 		$1.05M Sell
6,354
-1,319
-17% -$241K 0.13% 173
2022
Q2 		$1.3M Buy
7,673
+96
+1% +$17.7K 0.16% 144
2022
Q1 		$1.55M Sell
7,577
-646
-8% -$132K 0.18% 120
2021
Q4 		$1.83M Sell
8,223
-4,362
-35% -$986K 0.23% 95
2021
Q3 		$2.75M Buy
12,585
+5,388
+75% +$1.19M 0.43% 57
2021
Q2 		$1.65M Buy
7,197
+1,443
+25% +$324K 0.26% 81
2021
Q1 		$1.27M Sell
5,754
-7
-0.1% -$1.53K 0.27% 83
2020
Q4 		$1.13M Sell
5,761
-2,884
-33% -$505K 0.28% 77
2020
Q3 		$1.29M Buy
8,645
+5,329
+161% +$802K 0.4% 59
2020
Q2 		$475K Buy
3,316
+1,341
+68% +$176K 0.17% 94
2020
Q1 		$226K Buy
+1,975
New +$294K 0.13% 111
2019
Q4 		– Sell
-630
Closed -$95K – 264
2019
Q3 		$95K Buy
+630
New +$96.2K 0.07% 114

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

Strategic Blueprint's IWM Position: Q2 2026 in Review

Strategic Blueprint increased its iShares Russell 2000 ETF (IWM) stake by 1.9% in Q2 2026, buying an estimated $20.2K and bringing the position to 3,917 shares worth $1.18M. The position accounts for 0.06% of the portfolio, ranked #284.

Strategic Blueprint first reported a position in IWM in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.75M in Q3 2021. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Strategic Blueprint held 3,917 shares of iShares Russell 2000 ETF worth $1.18M as of Q2 2026.
  • Strategic Blueprint bought 72 iShares Russell 2000 ETF shares in Q2 2026, an estimated $20.2K.
  • iShares Russell 2000 ETF made up 0.06% of Strategic Blueprint's portfolio in Q2 2026, its #284 holding.
  • Strategic Blueprint first reported a position in iShares Russell 2000 ETF in Q3 2019 and has held it in 27 quarters since.
  • Strategic Blueprint's iShares Russell 2000 ETF position peaked at $2.75M in Q3 2021.
  • 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.