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Tradewinds LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Tradewinds LLC’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 		$816K Buy
2,700
+1,139
+73% +$320K 0.18% 93
2026
Q1 		$436K Sell
1,561
-129
-8% -$33.3K 0.14% 81
2025
Q4 		$416K Sell
1,690
-95
-5% -$23.4K 0.1% 123
2025
Q3 		$432K Buy
+1,785
New +$410K 0.11% 122
2025
Q2 		– Sell
-1,702
Closed -$340K – 169
2025
Q1 		$340K Sell
1,702
-27
-2% -$5.86K 0.1% 144
2024
Q4 		$390K Sell
1,729
-278
-14% -$63.4K 0.11% 138
2024
Q3 		$443K Sell
2,007
-283
-12% -$60.6K 0.14% 118
2024
Q2 		$465K Buy
+2,290
New +$463K 0.14% 116
2023
Q3 		$472K Sell
2,670
-125
-4% -$23.5K 0.28% 61
2023
Q2 		$523K Buy
2,795
+6
+0.2% +$1.07K 0.31% 53
2023
Q1 		$498K Buy
+2,789
New +$514K 0.3% 60
2022
Q4 		– Sell
-3,279
Closed -$541K – 167
2022
Q3 		$541K Sell
3,279
-7
-0.2% -$1.28K 0.39% 48
2022
Q2 		$557K Buy
+3,286
New +$606K 0.38% 51

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tradewinds LLC's IWM Position: Q2 2026 in Review

Tradewinds LLC increased its iShares Russell 2000 ETF (IWM) stake by 73% in Q2 2026, buying an estimated $320K and bringing the position to 2,700 shares worth $816K. The position accounts for 0.18% of the portfolio, ranked #93.

Tradewinds LLC first reported a position in IWM in Q2 2022 and has held it in 13 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Tradewinds LLC held 2,700 shares of iShares Russell 2000 ETF worth $816K as of Q2 2026.
  • Tradewinds LLC bought 1,139 iShares Russell 2000 ETF shares in Q2 2026, an estimated $320K.
  • iShares Russell 2000 ETF made up 0.18% of Tradewinds LLC's portfolio in Q2 2026, its #93 holding.
  • Tradewinds LLC first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 13 quarters since.
  • 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Tradewinds LLC's 13F filing for Q2 2026, filed 14 Aug 2026.