Uptown Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Uptown Financial 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	$1.13M	Sell	3,752 -9	-0.2%	-$2.53K	0.74%	24
2026 Q1	$933K	Buy	3,761 +112	+3%	+$28.9K	0.74%	26
2025 Q4	$898K	Hold	3,649	–	–	0.64%	29
2025 Q3	$883K	Sell	3,649 -193	-5%	-$44.3K	0.73%	28
2025 Q2	$829K	Buy	3,842 +10	+0.3%	+$2.01K	0.71%	28
2025 Q1	$764K	Hold	3,832	–	–	0.78%	26
2024 Q4	$847K	Buy	+3,832	New	+$874K	0.91%	22

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

Uptown Financial Advisors's IWM Position: Q2 2026 in Review

Uptown Financial Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.24% in Q2 2026, selling an estimated $2.53K and leaving 3,752 shares worth $1.13M. The position accounts for 0.74% of the portfolio, ranked #24.

Uptown Financial Advisors first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Uptown Financial Advisors held 3,752 shares of iShares Russell 2000 ETF worth $1.13M as of Q2 2026.
Uptown Financial Advisors sold 9 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.53K.
iShares Russell 2000 ETF made up 0.74% of Uptown Financial Advisors's portfolio in Q2 2026, its #24 holding.
Uptown Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.