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

Walkner Condon 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 		$4.65M Buy
15,475
+107
+0.7% +$30.1K 0.53% 42
2026
Q1 		$3.81M Sell
15,368
-47
-0.3% -$12.1K 0.5% 45
2025
Q4 		$3.79M Sell
15,415
-20
-0.1% -$4.92K 0.53% 41
2025
Q3 		$3.73M Buy
15,435
+214
+1% +$49.1K 0.59% 40
2025
Q2 		$3.28M Sell
15,221
-62
-0.4% -$12.5K 0.6% 40
2025
Q1 		$3.05M Buy
15,283
+234
+2% +$50.8K 0.62% 37
2024
Q4 		$3.33M Buy
15,049
+45
+0.3% +$10.3K 0.68% 37
2024
Q3 		$3.31M Sell
15,004
-199
-1% -$42.6K 0.68% 38
2024
Q2 		$3.08M Buy
15,203
+1,341
+10% +$271K 0.67% 43
2024
Q1 		$2.92M Hold
13,862
– – 0.62% 45
2023
Q4 		$2.78M Buy
13,862
+72
+0.5% +$12.9K 0.63% 41
2023
Q3 		$2.44M Hold
13,790
– – 0.65% 41
2023
Q2 		$2.58M Hold
13,790
– – 0.68% 38
2023
Q1 		$2.46M Hold
13,790
– – 0.69% 35
2022
Q4 		$2.4M Buy
13,790
+2,585
+23% +$460K 0.72% 34
2022
Q3 		$1.85M Sell
11,205
-16
-0.1% -$2.92K 0.6% 38
2022
Q2 		$1.9M Sell
11,221
-82
-0.7% -$15.1K 0.59% 40
2022
Q1 		$2.32M Buy
+11,303
New +$2.31M 0.66% 37

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

Walkner Condon Financial Advisors's IWM Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.7% in Q2 2026, buying an estimated $30.1K and bringing the position to 15,475 shares worth $4.65M. The position accounts for 0.53% of the portfolio, ranked #42.

Walkner Condon Financial Advisors first reported a position in IWM in Q1 2022 and has held it in 18 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Walkner Condon Financial Advisors held 15,475 shares of iShares Russell 2000 ETF worth $4.65M as of Q2 2026.
  • Walkner Condon Financial Advisors bought 107 iShares Russell 2000 ETF shares in Q2 2026, an estimated $30.1K.
  • iShares Russell 2000 ETF made up 0.53% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #42 holding.
  • Walkner Condon Financial Advisors first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.