Treasurer of the State of North Carolina’s iShares Russell 2000 ETF IWM Stock Holding History

Treasurer of the State of North Carolina’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	$1.78B	Buy	5,928,226 +14,970	+0.3%	+$4.21M	4.59%	3
2026 Q1	$1.47B	Buy	5,913,256 +3,884,893	+192%	+$1B	4.61%	3
2025 Q4	$499M	Buy	2,028,363 +6,843	+0.3%	+$1.68M	1.6%	10
2025 Q3	$489M	Buy	2,021,520 +5,530	+0.3%	+$1.27M	1.51%	10
2025 Q2	$435M	Buy	2,015,990 +557,755	+38%	+$112M	1.4%	10
2025 Q1	$291M	Buy	+1,458,235	New	+$316M	1.16%	14

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Treasurer of the State of North Carolina's IWM Position: Q2 2026 in Review

Treasurer of the State of North Carolina increased its iShares Russell 2000 ETF (IWM) stake by 0.25% in Q2 2026, buying an estimated $4.21M and bringing the position to 5,928,226 shares worth $1.78B. The position accounts for 4.59% of the portfolio, ranked #3.

Treasurer of the State of North Carolina first reported a position in IWM in Q1 2025 and has held it in 6 quarters since. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Treasurer of the State of North Carolina held 5,928,226 shares of iShares Russell 2000 ETF worth $1.78B as of Q2 2026.
Treasurer of the State of North Carolina bought 14,970 iShares Russell 2000 ETF shares in Q2 2026, an estimated $4.21M.
iShares Russell 2000 ETF made up 4.59% of Treasurer of the State of North Carolina's portfolio in Q2 2026, its #3 holding.
Treasurer of the State of North Carolina first reported a position in iShares Russell 2000 ETF in Q1 2025 and has held it in 6 quarters since.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Treasurer of the State of North Carolina's 13F filing for Q2 2026, filed 14 Aug 2026.