ViaWealth’s iShares Russell 2000 ETF IWM Stock Holding History

ViaWealth’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	$313K	Hold	1,041	–	–	0.16%	138
2026 Q1	$258K	Hold	1,041	–	–	0.14%	143
2025 Q4	$256K	Sell	1,041 -2,577	-71%	-$634K	0.14%	135
2025 Q3	$875K	Sell	3,618 -429	-11%	-$98.4K	0.48%	58
2025 Q2	$873K	Buy	4,047 +100	+3%	+$20.1K	0.52%	56
2025 Q1	$787K	Sell	3,947 -771	-16%	-$167K	0.49%	63
2024 Q4	$1.04M	Hold	4,718	–	–	0.63%	43
2024 Q3	$1.04M	Hold	4,718	–	–	0.61%	47
2024 Q2	$957K	Hold	4,718	–	–	0.59%	50
2024 Q1	$992K	Buy	4,718 +1,886	+67%	+$376K	0.62%	47
2023 Q4	$568K	Hold	2,832	–	–	0.39%	89
2023 Q3	$501K	Hold	2,832	–	–	0.37%	89
2023 Q2	$530K	Hold	2,832	–	–	0.4%	86
2023 Q1	$505K	Hold	2,832	–	–	0.4%	86
2022 Q4	$504K	Buy	+2,832	New	+$504K	0.41%	85

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

ViaWealth's IWM Position: Q2 2026 in Review

ViaWealth held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,041 shares worth $313K. The position accounts for 0.16% of the portfolio, ranked #138.

ViaWealth first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.04M in Q4 2024. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

ViaWealth held 1,041 shares of iShares Russell 2000 ETF worth $313K as of Q2 2026.
ViaWealth left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.16% of ViaWealth's portfolio in Q2 2026, its #138 holding.
ViaWealth first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
ViaWealth's iShares Russell 2000 ETF position peaked at $1.04M in Q4 2024.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.