Teamwork Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Teamwork Financial Advisors’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	$219K	Buy	+730	New	+$205K	0.02%	186
2025 Q1	–	Sell	-1,130	Closed	-$250K	–	191
2024 Q4	$250K	Sell	1,130 -1,974	-64%	-$450K	0.03%	146
2024 Q3	$686K	Buy	3,104 +883	+40%	+$189K	0.1%	88
2024 Q2	$451K	Sell	2,221 -55,060	-96%	-$11.1M	0.07%	94
2024 Q1	$12M	Buy	57,281 +51,638	+915%	+$10.3M	1.85%	13
2023 Q4	$1.13M	Buy	+5,643	New	+$1.01M	0.19%	60
2022 Q1	–	Sell	-2,372	Closed	-$528K	–	292
2021 Q4	$528K	Buy	2,372 +2,204	+1,312%	+$498K	0.1%	184
2021 Q3	$37K	Buy	+168	New	+$37.2K	0.01%	268

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

Teamwork Financial Advisors's IWM Position: Q2 2026 in Review

Teamwork Financial Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 730 shares worth $219K. The stake represents 0.02% of the portfolio and ranks #186 among its holdings. This is a return to the name: Teamwork Financial Advisors previously reported a position in IWM as recently as Q4 2024.

Teamwork Financial Advisors first reported a position in IWM in Q3 2021 and has held it in 8 quarters since. The position peaked at $12M in Q1 2024. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Teamwork Financial Advisors held 730 shares of iShares Russell 2000 ETF worth $219K as of Q2 2026.
iShares Russell 2000 ETF was a new Teamwork Financial Advisors position in Q2 2026.
iShares Russell 2000 ETF made up 0.02% of Teamwork Financial Advisors's portfolio in Q2 2026, its #186 holding.
Teamwork Financial Advisors first reported a position in iShares Russell 2000 ETF in Q3 2021 and has held it in 8 quarters since.
Teamwork Financial Advisors's iShares Russell 2000 ETF position peaked at $12M in Q1 2024.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.