Tidemark’s iShares Russell 2000 ETF IWM Stock Holding History

Tidemark’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	$19.1K	Hold	63	–	–	﹤0.01%	429
2026 Q1	$15.7K	Buy	+63	New	+$16.3K	﹤0.01%	405
2025 Q4	–	Sell	-63	Closed	-$15.3K	–	691
2025 Q3	$15.3K	Hold	63	–	–	﹤0.01%	402
2025 Q2	$13.6K	Sell	63 -54	-46%	-$10.9K	﹤0.01%	415
2025 Q1	$23.4K	Buy	117 +19	+19%	+$4.12K	0.01%	327
2024 Q4	$21.7K	Buy	98 +1	+1%	+$228	0.01%	339
2024 Q3	$21.6K	Sell	97 -1	-1%	-$214	0.01%	327
2024 Q2	$19.8K	Sell	98 -131	-57%	-$26.5K	0.01%	320
2024 Q1	$48.1K	Sell	229 -51	-18%	-$10.2K	0.03%	235
2023 Q4	$56.2K	Buy	+280	New	+$50.2K	0.04%	209

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

Tidemark's IWM Position: Q2 2026 in Review

Tidemark held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 63 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Tidemark first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. The position peaked at $56.2K in Q4 2023. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Tidemark held 63 shares of iShares Russell 2000 ETF worth $19.1K as of Q2 2026.
Tidemark left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #429 holding.
Tidemark first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
Tidemark's iShares Russell 2000 ETF position peaked at $56.2K in Q4 2023.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.