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Valley Forge Investment Consultants’s iShares Russell 2000 ETF IWM Stock Holding History

Valley Forge Investment Consultants’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 		$422K Hold
1,405
– – 0.11% 56
2026
Q1 		$348K Hold
1,405
– – 0.1% 58
2025
Q4 		$346K Hold
1,405
– – 0.1% 57
2025
Q3 		$340K Sell
1,405
-501
-26% -$115K 0.1% 61
2025
Q2 		$411K Buy
1,906
+501
+36% +$101K 0.13% 54
2025
Q1 		$280K Hold
1,405
– – 0.1% 64
2024
Q4 		$310K Sell
1,405
-8
-0.6% -$1.82K 0.11% 63
2024
Q3 		$312K Sell
1,413
-3
-0.2% -$642 0.11% 62
2024
Q2 		$287K Sell
1,416
-5
-0.4% -$1.01K 0.11% 61
2024
Q1 		$299K Sell
1,421
-6
-0.4% -$1.2K 0.12% 60
2023
Q4 		$286K Hold
1,427
– – 0.13% 54
2023
Q3 		$252K Buy
1,427
+284
+25% +$53.3K 0.11% 59
2023
Q2 		$214K Hold
1,143
– – 0.11% 57
2023
Q1 		$204K Sell
1,143
-1,400
-55% -$258K 0.11% 60
2022
Q4 		$443K Hold
2,543
– – 0.23% 40
2022
Q3 		$419K Hold
2,543
– – 0.23% 44
2022
Q2 		$431K Sell
2,543
-59
-2% -$10.9K 0.21% 45
2022
Q1 		$534K Hold
2,602
– – 0.22% 45
2021
Q4 		$579K Buy
2,602
+27
+1% +$6.1K 0.26% 43
2021
Q3 		$563K Buy
2,575
+1,175
+84% +$260K 0.3% 41
2021
Q2 		$321K Hold
1,400
– – 0.17% 54
2021
Q1 		$309K Hold
1,400
– – 0.21% 51
2020
Q4 		$274K Buy
+1,400
New +$245K 0.24% 51

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Valley Forge Investment Consultants's IWM Position: Q2 2026 in Review

Valley Forge Investment Consultants held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,405 shares worth $422K. The position accounts for 0.11% of the portfolio, ranked #56.

Valley Forge Investment Consultants first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. The position peaked at $579K in Q4 2021. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Valley Forge Investment Consultants held 1,405 shares of iShares Russell 2000 ETF worth $422K as of Q2 2026.
  • Valley Forge Investment Consultants left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.11% of Valley Forge Investment Consultants's portfolio in Q2 2026, its #56 holding.
  • Valley Forge Investment Consultants first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
  • Valley Forge Investment Consultants's iShares Russell 2000 ETF position peaked at $579K in Q4 2021.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2026, filed 7 Aug 2026.