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

Synergy 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 		$607K Buy
2,070
+1,280
+162% +$360K 0.15% 85
2026
Q1 		$196K Buy
+790
New +$204K 0.06% 135
2025
Q2 		– Sell
-930
Closed -$186K – 328
2025
Q1 		$186K Hold
930
– – 0.08% 129
2024
Q4 		$205K Buy
+930
New +$212K 0.09% 117

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

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

Synergy Investment Management increased its iShares Russell 2000 ETF (IWM) stake by 162% in Q2 2026, buying an estimated $360K and bringing the position to 2,070 shares worth $607K. The position accounts for 0.15% of the portfolio, ranked #85.

Synergy Investment Management first reported a position in IWM in Q4 2024 and has held it in 4 quarters since. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Synergy Investment Management held 2,070 shares of iShares Russell 2000 ETF worth $607K as of Q2 2026.
  • Synergy Investment Management bought 1,280 iShares Russell 2000 ETF shares in Q2 2026, an estimated $360K.
  • iShares Russell 2000 ETF made up 0.15% of Synergy Investment Management's portfolio in Q2 2026, its #85 holding.
  • Synergy Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 4 quarters since.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.