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

Tradition 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	$2.65M	Sell	8,808 -207	-2%	-$58.2K	0.16%	129
2026 Q1	$2.24M	Buy	9,015 +11	+0.1%	+$2.84K	0.16%	131
2025 Q4	$2.22M	Sell	9,004 -2	-0%	-$492	0.16%	128
2025 Q3	$2.18M	Sell	9,006 -425	-5%	-$97.5K	0.16%	125
2025 Q2	$2.04M	Sell	9,431 -173	-2%	-$34.8K	0.16%	124
2025 Q1	$1.92M	Buy	9,604 +22	+0.2%	+$4.77K	0.17%	116
2024 Q4	$2.12M	Buy	9,582 +711	+8%	+$162K	0.19%	105
2024 Q3	$1.96M	Buy	8,871 +19	+0.2%	+$4.07K	0.17%	107
2024 Q2	$1.8M	Sell	8,852 -61	-0.7%	-$12.3K	0.17%	113
2024 Q1	$1.87M	Buy	+8,913	New	+$1.78M	0.19%	105
2022 Q2	–	Sell	-8,470	Closed	-$1.74M	–	1114
2022 Q1	$1.74M	Buy	8,470 +15	+0.2%	+$3.06K	0.22%	92
2021 Q4	$1.88M	Buy	8,455 +740	+10%	+$167K	0.24%	90
2021 Q3	$1.69M	Sell	7,715 -86	-1%	-$19.1K	0.24%	94
2021 Q2	$1.79M	Buy	7,801 +67	+0.9%	+$15.1K	0.27%	92
2021 Q1	$1.71M	Sell	7,734 -837	-10%	-$183K	0.3%	82
2020 Q4	$1.68M	Buy	+8,571	New	+$1.5M	0.33%	77

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

Tradition Wealth Management's IWM Position: Q2 2026 in Review

Tradition Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 2.3% in Q2 2026, selling an estimated $58.2K and leaving 8,808 shares worth $2.65M. The position accounts for 0.16% of the portfolio, ranked #129.

Tradition Wealth Management first reported a position in IWM in Q4 2020 and has held it in 16 quarters since. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Tradition Wealth Management held 8,808 shares of iShares Russell 2000 ETF worth $2.65M as of Q2 2026.
Tradition Wealth Management sold 207 iShares Russell 2000 ETF shares in Q2 2026, an estimated $58.2K.
iShares Russell 2000 ETF made up 0.16% of Tradition Wealth Management's portfolio in Q2 2026, its #129 holding.
Tradition Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 16 quarters since.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.