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Surience Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Surience Private Wealth’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 		$11.6M Buy
38,557
+17,787
+86% +$5M 10.19% 1
2026
Q1 		$5.15M Sell
20,770
-15,795
-43% -$4.07M 5.53% 4
2025
Q4 		$9M Sell
36,565
-21,517
-37% -$5.29M 9.66% 2
2025
Q3 		$14.1M Buy
+58,082
New +$13.3M 12.85% 1
2025
Q2 		– Sell
-25,234
Closed -$5.03M – 38
2025
Q1 		$5.03M Buy
25,234
+5,807
+30% +$1.26M 8.75% 3
2024
Q4 		$4.29M Sell
19,427
-30,927
-61% -$7.05M 5.54% 10
2024
Q3 		$11.1M Buy
50,354
+24,222
+93% +$5.18M 11.37% 4
2024
Q2 		$5.3M Sell
26,132
-19,998
-43% -$4.04M 6.82% 2
2024
Q1 		$9.7M Buy
46,130
+16,469
+56% +$3.29M 9.19% 3
2023
Q4 		$5.95M Buy
+29,661
New +$5.31M 6.05% 4
2023
Q3 		– Sell
-3,405
Closed -$638K – 27
2023
Q2 		$638K Buy
3,405
+825
+32% +$147K 0.91% 17
2023
Q1 		$460K Sell
2,580
-41,817
-94% -$7.7M 0.68% 16
2022
Q4 		$7.74M Buy
44,397
+41,817
+1,621% +$7.44M 10.27% 3
2022
Q3 		$425K Hold
2,580
– – 1.09% 12
2022
Q2 		$437K Sell
2,580
-24,789
-91% -$4.57M 0.66% 10
2022
Q1 		$5.62M Buy
27,369
+25,915
+1,782% +$5.29M 4.91% 8
2021
Q4 		$323K Buy
+1,454
New +$329K 0.26% 22

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

Surience Private Wealth's IWM Position: Q2 2026 in Review

Surience Private Wealth increased its iShares Russell 2000 ETF (IWM) stake by 86% in Q2 2026, buying an estimated $5M and bringing the position to 38,557 shares worth $11.6M. The position accounts for 10.19% of the portfolio, ranked #1.

Surience Private Wealth first reported a position in IWM in Q4 2021 and has held it in 17 quarters since. The position peaked at $14.1M in Q3 2025. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Surience Private Wealth held 38,557 shares of iShares Russell 2000 ETF worth $11.6M as of Q2 2026.
  • Surience Private Wealth bought 17,787 iShares Russell 2000 ETF shares in Q2 2026, an estimated $5M.
  • iShares Russell 2000 ETF made up 10.19% of Surience Private Wealth's portfolio in Q2 2026, its #1 holding.
  • Surience Private Wealth first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 17 quarters since.
  • Surience Private Wealth's iShares Russell 2000 ETF position peaked at $14.1M in Q3 2025.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.