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

Talon 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 		$615K Buy
2,047
+329
+19% +$92.5K 0.07% 142
2026
Q1 		$426K Buy
+1,718
New +$443K 0.06% 156
2025
Q2 		$435K Sell
2,015
-402
-17% -$80.9K 0.06% 122
2025
Q1 		$482K Sell
2,417
-29
-1% -$6.29K 0.06% 118
2024
Q4 		$540K Buy
2,446
+699
+40% +$159K 0.11% 76
2024
Q3 		$386K Buy
+1,747
New +$374K 0.08% 61

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

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

Talon Private Wealth increased its iShares Russell 2000 ETF (IWM) stake by 19% in Q2 2026, buying an estimated $92.5K and bringing the position to 2,047 shares worth $615K. The position accounts for 0.07% of the portfolio, ranked #142.

Talon Private Wealth first reported a position in IWM in Q3 2024 and has held it in 6 quarters since. 2,745 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Talon Private Wealth held 2,047 shares of iShares Russell 2000 ETF worth $615K as of Q2 2026.
  • Talon Private Wealth bought 329 iShares Russell 2000 ETF shares in Q2 2026, an estimated $92.5K.
  • iShares Russell 2000 ETF made up 0.07% of Talon Private Wealth's portfolio in Q2 2026, its #142 holding.
  • Talon Private Wealth first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 6 quarters since.
  • 2,745 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Talon Private Wealth's 13F filing for Q2 2026, filed 11 Sep 2026.