Torrey-Payne Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Torrey-Payne Wealth 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	$7.51M	Sell	25,001 -24	-0.1%	-$6.74K	6.18%	7
2026 Q1	$6.21M	Sell	25,025 -21	-0.1%	-$5.42K	5.69%	8
2025 Q4	$6.61M	Buy	+25,046	New	+$6.16M	5.92%	7

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-Payne Wealth Management's IWM Position: Q2 2026 in Review

Torrey-Payne Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.1% in Q2 2026, selling an estimated $6.74K and leaving 25,001 shares worth $7.51M. The position accounts for 6.18% of the portfolio, ranked #7.

Torrey-Payne Wealth Management first reported a position in IWM in Q4 2025 and has held it in 3 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Torrey-Payne Wealth Management held 25,001 shares of iShares Russell 2000 ETF worth $7.51M as of Q2 2026.
Torrey-Payne Wealth Management sold 24 iShares Russell 2000 ETF shares in Q2 2026, an estimated $6.74K.
iShares Russell 2000 ETF made up 6.18% of Torrey-Payne Wealth Management's portfolio in Q2 2026, its #7 holding.
Torrey-Payne Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 3 quarters since.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Torrey-Payne Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.