Ulland Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Ulland Investment Advisors’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	$15K	Hold	50	–	–	0.01%	170
2026 Q1	$12K	Hold	50	–	–	0.01%	169
2025 Q4	$12K	Hold	50	–	–	0.01%	168
2025 Q3	$12K	Hold	50	–	–	0.01%	173
2025 Q2	$11K	Hold	50	–	–	0.01%	172
2025 Q1	$10K	Hold	50	–	–	0.01%	178
2024 Q4	$11K	Hold	50	–	–	0.01%	172
2024 Q3	$11K	Hold	50	–	–	0.01%	166
2024 Q2	$10K	Hold	50	–	–	0.01%	171
2024 Q1	$11K	Hold	50	–	–	0.01%	175
2023 Q4	$10K	Hold	50	–	–	0.01%	163
2023 Q3	$9K	Hold	50	–	–	0.01%	172
2023 Q2	$9K	Hold	50	–	–	0.01%	169
2023 Q1	$9K	Hold	50	–	–	0.01%	162
2022 Q4	$9K	Hold	50	–	–	0.01%	163
2022 Q3	$8K	Hold	50	–	–	0.01%	174
2022 Q2	$8K	Hold	50	–	–	0.01%	193
2022 Q1	$10K	Hold	50	–	–	0.01%	196
2021 Q4	$11K	Buy	+50	New	+$11.3K	0.01%	173

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

Ulland Investment Advisors's IWM Position: Q2 2026 in Review

Ulland Investment Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 50 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #170.

Ulland Investment Advisors first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Ulland Investment Advisors held 50 shares of iShares Russell 2000 ETF worth $15K as of Q2 2026.
Ulland Investment Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.01% of Ulland Investment Advisors's portfolio in Q2 2026, its #170 holding.
Ulland Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.