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

Stratos 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 		$964K Sell
3,209
-57
-2% -$16K 0.03% 190
2026
Q1 		$810K Buy
3,266
+1,287
+65% +$332K 0.03% 201
2025
Q4 		$487K Sell
1,979
-1,363
-41% -$335K 0.02% 240
2025
Q3 		$809K Buy
3,342
+1
+0% +$229 0.03% 193
2025
Q2 		$721K Sell
3,341
-370
-10% -$74.5K 0.03% 209
2025
Q1 		$740K Buy
3,711
+128
+4% +$27.8K 0.04% 182
2024
Q4 		$792K Sell
3,583
-629
-15% -$143K 0.05% 140
2024
Q3 		$931K Sell
4,212
-165
-4% -$35.3K 0.07% 121
2024
Q2 		$888K Buy
4,377
+18
+0.4% +$3.64K 0.07% 120
2024
Q1 		$917K Sell
4,359
-961
-18% -$192K 0.09% 110
2023
Q4 		$1.07M Sell
5,320
-474
-8% -$84.9K 0.13% 98
2023
Q3 		$1.02M Hold
5,794
– – 0.15% 91
2023
Q2 		$1.09M Sell
5,794
-1,940
-25% -$346K 0.17% 90
2023
Q1 		$1.38M Sell
7,734
-223
-3% -$41.1K 0.23% 82
2022
Q4 		$1.39M Sell
7,957
-7,044
-47% -$1.25M 0.25% 84
2022
Q3 		$2.47M Sell
15,001
-395
-3% -$72K 0.5% 56
2022
Q2 		$2.61M Sell
15,396
-4,422
-22% -$815K 0.49% 58
2022
Q1 		$4.07M Sell
19,818
-1,929
-9% -$393K 0.68% 44
2021
Q4 		$4.84M Sell
21,747
-920
-4% -$208K 0.76% 42
2021
Q3 		$4.96M Buy
22,667
+21,512
+1,863% +$4.77M 0.86% 34
2021
Q2 		$265K Sell
1,155
-1,534
-57% -$345K 0.07% 111
2021
Q1 		$594K Buy
+2,689
New +$587K 0.19% 86

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

Stratos Investment Management's IWM Position: Q2 2026 in Review

Stratos Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.7% in Q2 2026, selling an estimated $16K and leaving 3,209 shares worth $964K. The position accounts for 0.03% of the portfolio, ranked #190.

Stratos Investment Management first reported a position in IWM in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.96M in Q3 2021. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Stratos Investment Management held 3,209 shares of iShares Russell 2000 ETF worth $964K as of Q2 2026.
  • Stratos Investment Management sold 57 iShares Russell 2000 ETF shares in Q2 2026, an estimated $16K.
  • iShares Russell 2000 ETF made up 0.03% of Stratos Investment Management's portfolio in Q2 2026, its #190 holding.
  • Stratos Investment Management first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 22 quarters since.
  • Stratos Investment Management's iShares Russell 2000 ETF position peaked at $4.96M in Q3 2021.
  • 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.