Valued Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Valued Wealth 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	$6.61K	Hold	22	–	–	﹤0.01%	390
2026 Q1	$5.46K	Hold	22	–	–	﹤0.01%	386
2025 Q4	$5.42K	Hold	22	–	–	﹤0.01%	292
2025 Q3	$5.32K	Hold	22	–	–	﹤0.01%	279
2025 Q2	$4.75K	Sell	22 -587	-96%	-$118K	﹤0.01%	290
2025 Q1	$121K	Sell	609 -7	-1%	-$1.52K	0.07%	50
2024 Q4	$136K	Buy	616 +598	+3,322%	+$136K	0.09%	47
2024 Q3	$3.98K	Hold	18	–	–	﹤0.01%	308
2024 Q2	$3.65K	Buy	+18	New	+$3.64K	﹤0.01%	303

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

Valued Wealth Advisors's IWM Position: Q2 2026 in Review

Valued Wealth Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 22 shares worth $6.61K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Valued Wealth Advisors first reported a position in IWM in Q2 2024 and has held it in 9 quarters since. The position peaked at $136K in Q4 2024. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Valued Wealth Advisors held 22 shares of iShares Russell 2000 ETF worth $6.61K as of Q2 2026.
Valued Wealth Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #390 holding.
Valued Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 9 quarters since.
Valued Wealth Advisors's iShares Russell 2000 ETF position peaked at $136K in Q4 2024.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.