Total Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Total Investment 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	$1.17M	Sell	4,006 -40	-1%	-$11.2K	0.12%	27
2026 Q1	$1M	Sell	4,046 -11	-0.3%	-$2.84K	0.12%	28
2025 Q4	$999K	Buy	4,057 +5	+0.1%	+$1.23K	0.13%	28
2025 Q3	$980K	Sell	4,052 -49	-1%	-$11.2K	0.13%	26
2025 Q2	$885K	Sell	4,101 -260	-6%	-$52.3K	0.13%	27
2025 Q1	$870K	Buy	4,361 +173	+4%	+$37.5K	0.11%	30
2024 Q4	$925K	Buy	+4,188	New	+$955K	0.13%	32

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

Total Investment Management's IWM Position: Q2 2026 in Review

Total Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.99% in Q2 2026, selling an estimated $11.2K and leaving 4,006 shares worth $1.17M. The position accounts for 0.12% of the portfolio, ranked #27.

Total Investment Management first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 2,726 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Total Investment Management held 4,006 shares of iShares Russell 2000 ETF worth $1.17M as of Q2 2026.
Total Investment Management sold 40 iShares Russell 2000 ETF shares in Q2 2026, an estimated $11.2K.
iShares Russell 2000 ETF made up 0.12% of Total Investment Management's portfolio in Q2 2026, its #27 holding.
Total Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
2,726 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Total Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.