Torrey Growth & Income Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Torrey Growth & Income 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	$288K	Buy	959 +1	+0.1%	+$281	0.1%	94
2026 Q1	$234K	Hold	958	–	–	0.1%	99
2025 Q4	$236K	Buy	+958	New	+$236K	0.08%	96

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

Torrey Growth & Income Advisors's IWM Position: Q2 2026 in Review

Torrey Growth & Income Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.1% in Q2 2026, buying an estimated $281 and bringing the position to 959 shares worth $288K. The position accounts for 0.1% of the portfolio, ranked #94.

Torrey Growth & Income Advisors first reported a position in IWM in Q4 2025 and has held it in 3 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Torrey Growth & Income Advisors held 959 shares of iShares Russell 2000 ETF worth $288K as of Q2 2026.
Torrey Growth & Income Advisors bought 1 iShares Russell 2000 ETF share in Q2 2026, an estimated $281.
iShares Russell 2000 ETF made up 0.1% of Torrey Growth & Income Advisors's portfolio in Q2 2026, its #94 holding.
Torrey Growth & Income Advisors first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 3 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Torrey Growth & Income Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.