Tower View Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Tower View 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	$38.5K	Hold	128	–	–	0.02%	112
2026 Q1	$31.7K	Buy	+128	New	+$33K	0.02%	107
2022 Q4	–	Sell	-1	Closed	–	–	165
2022 Q3	$0	Hold	1	–	–	﹤0.01%	170
2022 Q2	$0	Hold	1	–	–	﹤0.01%	186
2022 Q1	$0	Hold	1	–	–	﹤0.01%	189
2021 Q4	$0	Buy	+1	New	+$226	﹤0.01%	208
2020 Q1	–	Sell	-15	Closed	-$3K	–	126
2019 Q4	$3K	Hold	15	–	–	﹤0.01%	130
2019 Q3	$2K	Hold	15	–	–	﹤0.01%	127
2019 Q2	$2K	Hold	15	–	–	﹤0.01%	126
2019 Q1	$2K	Hold	15	–	–	﹤0.01%	132
2018 Q4	$2K	Hold	15	–	–	﹤0.01%	130
2018 Q3	$3K	Hold	15	–	–	﹤0.01%	148
2018 Q2	$2K	Hold	15	–	–	﹤0.01%	139
2018 Q1	$2K	Hold	15	–	–	﹤0.01%	131
2017 Q4	$2K	Buy	+15	New	+$2.25K	﹤0.01%	139

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

Tower View Wealth Management's IWM Position: Q2 2026 in Review

Tower View Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 128 shares worth $38.5K. The position accounts for 0.02% of the portfolio, ranked #112.

Tower View Wealth Management first reported a position in IWM in Q4 2017 and has held it in 15 quarters since. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Tower View Wealth Management held 128 shares of iShares Russell 2000 ETF worth $38.5K as of Q2 2026.
Tower View Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.02% of Tower View Wealth Management's portfolio in Q2 2026, its #112 holding.
Tower View Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 15 quarters since.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.