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

TBH Global 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	$832K	Sell	2,770 -54	-2%	-$15.2K	0.15%	130
2026 Q1	$700K	Sell	2,824 -4,881	-63%	-$1.26M	0.14%	142
2025 Q4	$2.59M	Buy	7,705 +4,971	+182%	+$1.22M	0.43%	50
2025 Q3	$661K	Buy	+2,734	New	+$627K	0.13%	141
2025 Q1	–	Sell	-2,824	Closed	-$624K	–	191
2024 Q4	$624K	Buy	2,824 +161	+6%	+$36.7K	0.15%	127
2024 Q3	$588K	Buy	2,663 +343	+15%	+$73.4K	0.13%	144
2024 Q2	$471K	Sell	2,320 -1,596	-41%	-$323K	0.1%	155
2024 Q1	$824K	Buy	3,916 +664	+20%	+$132K	0.16%	97
2023 Q4	$653K	Sell	3,252 -873	-21%	-$156K	0.13%	118
2023 Q3	$729K	Sell	4,125 -273	-6%	-$51.3K	0.14%	117
2023 Q2	$824K	Sell	4,398 -643	-13%	-$115K	0.16%	95
2023 Q1	$899K	Buy	5,041 +2,144	+74%	+$395K	0.19%	88
2022 Q4	$505K	Buy	+2,897	New	+$515K	0.12%	116
2022 Q2	–	Sell	-33,105	Closed	-$6.79M	–	168
2022 Q1	$6.79M	Buy	+33,105	New	+$6.75M	1.45%	16
2020 Q1	–	Sell	-2,258	Closed	-$374K	–	159
2019 Q4	$374K	Buy	+2,258	New	+$357K	0.11%	123

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

TBH Global Asset Management's IWM Position: Q2 2026 in Review

TBH Global Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.9% in Q2 2026, selling an estimated $15.2K and leaving 2,770 shares worth $832K. The position accounts for 0.15% of the portfolio, ranked #130.

TBH Global Asset Management first reported a position in IWM in Q4 2019 and has held it in 15 quarters since. The position peaked at $6.79M in Q1 2022. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

TBH Global Asset Management held 2,770 shares of iShares Russell 2000 ETF worth $832K as of Q2 2026.
TBH Global Asset Management sold 54 iShares Russell 2000 ETF shares in Q2 2026, an estimated $15.2K.
iShares Russell 2000 ETF made up 0.15% of TBH Global Asset Management's portfolio in Q2 2026, its #130 holding.
TBH Global Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 15 quarters since.
TBH Global Asset Management's iShares Russell 2000 ETF position peaked at $6.79M in Q1 2022.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on TBH Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.