Tucker Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Tucker Asset 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	$684K	Buy	2,278 +1,275	+127%	+$358K	0.17%	60
2026 Q1	$249K	Buy	1,003 +874	+678%	+$225K	0.07%	110
2025 Q4	$31.8K	Buy	+129	New	+$31.7K	0.01%	380
2025 Q3	–	Sell	-48	Closed	-$10.4K	–	328
2025 Q2	$10.4K	Hold	48	–	–	﹤0.01%	225
2025 Q1	$9.58K	Hold	48	–	–	﹤0.01%	237
2024 Q4	$10.6K	Sell	48 -19	-28%	-$4.33K	﹤0.01%	738
2024 Q3	$14.8K	Buy	67 +45	+205%	+$9.63K	﹤0.01%	609
2024 Q2	$4.46K	Sell	22 -153	-87%	-$30.9K	﹤0.01%	1099
2024 Q1	$36.8K	Hold	175	–	–	0.01%	517
2023 Q4	$35.1K	Hold	175	–	–	0.01%	407
2023 Q3	$30.9K	Buy	175 +134	+327%	+$25.2K	0.01%	414
2023 Q2	$7.68K	Sell	41 -17	-29%	-$3.03K	﹤0.01%	593
2023 Q1	$10.3K	Sell	58 -6	-9%	-$1.1K	﹤0.01%	542
2022 Q4	$11.2K	Hold	64	–	–	﹤0.01%	325
2022 Q3	$11.7K	Hold	64	–	–	﹤0.01%	306
2022 Q2	$10.8K	Sell	64 -44	-41%	-$8.11K	﹤0.01%	236
2022 Q1	$22.2K	Buy	108 +55	+104%	+$11.2K	0.01%	141
2021 Q4	$11.8K	Hold	53	–	–	﹤0.01%	193
2021 Q3	$12.1K	Sell	53 -25	-32%	-$5.54K	﹤0.01%	170
2021 Q2	$17.9K	Buy	78 +45	+136%	+$10.1K	0.01%	136
2021 Q1	$7.29K	Buy	33 +1	+3%	+$218	﹤0.01%	196
2020 Q4	$6.27K	Buy	+32	New	+$5.6K	﹤0.01%	223

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

Tucker Asset Management's IWM Position: Q2 2026 in Review

Tucker Asset Management increased its iShares Russell 2000 ETF (IWM) stake by 127% in Q2 2026, buying an estimated $358K and bringing the position to 2,278 shares worth $684K. The position accounts for 0.17% of the portfolio, ranked #60.

Tucker Asset Management first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Tucker Asset Management held 2,278 shares of iShares Russell 2000 ETF worth $684K as of Q2 2026.
Tucker Asset Management bought 1,275 iShares Russell 2000 ETF shares in Q2 2026, an estimated $358K.
iShares Russell 2000 ETF made up 0.17% of Tucker Asset Management's portfolio in Q2 2026, its #60 holding.
Tucker Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.