Tennessee Valley Asset Management Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Tennessee Valley Asset Management Partners’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	$546K	Buy	1,818 +2	+0.1%	+$562	0.06%	126
2026 Q1	$450K	Sell	1,816 -72	-4%	-$18.6K	0.06%	122
2025 Q4	$465K	Sell	1,888 -151	-7%	-$37.1K	0.06%	115
2025 Q3	$493K	Buy	+2,039	New	+$468K	0.07%	110
2025 Q2	–	Sell	-2,693	Closed	-$537K	–	123
2025 Q1	$537K	Sell	2,693 -287	-10%	-$62.3K	0.09%	92
2024 Q4	$658K	Buy	2,980 +395	+15%	+$90.1K	0.11%	82
2024 Q3	$571K	Buy	2,585 +681	+36%	+$146K	0.09%	87
2024 Q2	$386K	Buy	1,904 +381	+25%	+$77K	0.07%	108
2024 Q1	$320K	Sell	1,523 -7,307	-83%	-$1.46M	0.08%	101
2023 Q4	$1.77M	Buy	8,830 +7,624	+632%	+$1.37M	0.24%	56
2023 Q3	$213K	Buy	1,206 +45	+4%	+$8.45K	0.07%	103
2023 Q2	$217K	Buy	1,161 +21	+2%	+$3.74K	0.07%	101
2023 Q1	$203K	Sell	1,140 -751	-40%	-$138K	0.07%	99
2022 Q4	$330K	Sell	1,891 -51	-3%	-$9.07K	0.11%	83
2022 Q3	$320K	Sell	1,942 -4	-0.2%	-$730	0.13%	69
2022 Q2	$330K	Sell	1,946 -8	-0.4%	-$1.48K	0.13%	59
2022 Q1	$401K	Sell	1,954 -11	-0.6%	-$2.24K	0.14%	51
2021 Q4	$437K	Buy	1,965 +178	+10%	+$40.2K	0.15%	48
2021 Q3	$391K	Buy	+1,787	New	+$396K	0.15%	56
2021 Q2	–	Sell	-2,127	Closed	-$470K	–	64
2021 Q1	$470K	Buy	2,127 +31	+1%	+$6.77K	0.12%	66
2020 Q4	$411K	Buy	+2,096	New	+$367K	0.1%	65
2019 Q3	–	Sell	-2,024	Closed	-$315K	–	60
2019 Q2	$315K	Sell	2,024 -65	-3%	-$10K	0.24%	44
2019 Q1	$320K	Sell	2,089 -119	-5%	-$17.9K	0.28%	43
2018 Q4	$296K	Buy	+2,208	New	+$329K	0.34%	42

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

Tennessee Valley Asset Management Partners's IWM Position: Q2 2026 in Review

Tennessee Valley Asset Management Partners increased its iShares Russell 2000 ETF (IWM) stake by 0.11% in Q2 2026, buying an estimated $562 and bringing the position to 1,818 shares worth $546K. The position accounts for 0.06% of the portfolio, ranked #126.

Tennessee Valley Asset Management Partners first reported a position in IWM in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.77M in Q4 2023. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Tennessee Valley Asset Management Partners held 1,818 shares of iShares Russell 2000 ETF worth $546K as of Q2 2026.
Tennessee Valley Asset Management Partners bought 2 iShares Russell 2000 ETF shares in Q2 2026, an estimated $562.
iShares Russell 2000 ETF made up 0.06% of Tennessee Valley Asset Management Partners's portfolio in Q2 2026, its #126 holding.
Tennessee Valley Asset Management Partners first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 24 quarters since.
Tennessee Valley Asset Management Partners's iShares Russell 2000 ETF position peaked at $1.77M in Q4 2023.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.