Synergy Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Synergy Asset 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	$1.34M	Buy	+4,474	New	+$1.26M	0.13%	103
2025 Q1	–	Sell	-397	Closed	-$87.7K	–	459
2024 Q4	$87.7K	Buy	+397	New	+$90.5K	0.01%	239
2021 Q1	–	Sell	-24,034	Closed	-$4.71M	–	103
2020 Q4	$4.71M	Buy	+24,034	New	+$4.21M	1.48%	30

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

Synergy Asset Management's IWM Position: Q2 2026 in Review

Synergy Asset Management opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 4,474 shares worth $1.34M. The stake represents 0.13% of the portfolio and ranks #103 among its holdings. This is a return to the name: Synergy Asset Management previously reported a position in IWM as recently as Q4 2024.

Synergy Asset Management first reported a position in IWM in Q4 2020 and has held it in 3 quarters since. The position peaked at $4.71M in Q4 2020. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Synergy Asset Management held 4,474 shares of iShares Russell 2000 ETF worth $1.34M as of Q2 2026.
iShares Russell 2000 ETF was a new Synergy Asset Management position in Q2 2026.
iShares Russell 2000 ETF made up 0.13% of Synergy Asset Management's portfolio in Q2 2026, its #103 holding.
Synergy Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 3 quarters since.
Synergy Asset Management's iShares Russell 2000 ETF position peaked at $4.71M in Q4 2020.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.