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Strategies Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Strategies Wealth Advisors’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 		$321K Sell
1,068
-47
-4% -$13.2K 0.03% 154
2026
Q1 		$276K Buy
1,115
+1
+0.1% +$258 0.03% 146
2025
Q4 		$274K Sell
1,114
-1,415
-56% -$348K 0.03% 153
2025
Q3 		$612K Buy
2,529
+1,415
+127% +$325K 0.06% 88
2025
Q2 		$240K Sell
1,114
-729
-40% -$147K 0.03% 165
2025
Q1 		$368K Sell
1,843
-4,179
-69% -$907K 0.04% 124
2024
Q4 		$1.37M Buy
6,022
+2,127
+55% +$485K 0.17% 42
2024
Q3 		$860K Buy
3,895
+2,039
+110% +$436K 0.12% 46
2024
Q2 		$377K Buy
1,856
+487
+36% +$98.4K 0.05% 68
2024
Q1 		$288K Buy
1,369
+140
+11% +$27.9K 0.04% 80
2023
Q4 		$247K Sell
1,229
-196
-14% -$35.1K 0.04% 77
2023
Q3 		$252K Buy
1,425
+100
+8% +$18.8K 0.05% 70
2023
Q2 		$248K Buy
1,325
+1
+0.1% +$178 0.05% 75
2023
Q1 		$236K Sell
1,324
-28
-2% -$5.16K 0.05% 72
2022
Q4 		$236K Buy
+1,352
New +$240K 0.06% 70

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

Strategies Wealth Advisors's IWM Position: Q2 2026 in Review

Strategies Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 4.2% in Q2 2026, selling an estimated $13.2K and leaving 1,068 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #154.

Strategies Wealth Advisors first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.37M in Q4 2024. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Strategies Wealth Advisors held 1,068 shares of iShares Russell 2000 ETF worth $321K as of Q2 2026.
  • Strategies Wealth Advisors sold 47 iShares Russell 2000 ETF shares in Q2 2026, an estimated $13.2K.
  • iShares Russell 2000 ETF made up 0.03% of Strategies Wealth Advisors's portfolio in Q2 2026, its #154 holding.
  • Strategies Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
  • Strategies Wealth Advisors's iShares Russell 2000 ETF position peaked at $1.37M in Q4 2024.
  • 2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.