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Walsh & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Walsh & Associates’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 		$533K Buy
1,774
+79
+5% +$22.2K 0.44% 35
2026
Q1 		$420K Hold
1,695
– – 0.42% 36
2025
Q4 		$417K Buy
+1,695
New +$417K 0.41% 38

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

Walsh & Associates's IWM Position: Q2 2026 in Review

Walsh & Associates increased its iShares Russell 2000 ETF (IWM) stake by 4.7% in Q2 2026, buying an estimated $22.2K and bringing the position to 1,774 shares worth $533K. The position accounts for 0.44% of the portfolio, ranked #35.

Walsh & Associates first reported a position in IWM in Q4 2025 and has held it in 3 quarters since. 2,718 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Walsh & Associates held 1,774 shares of iShares Russell 2000 ETF worth $533K as of Q2 2026.
  • Walsh & Associates bought 79 iShares Russell 2000 ETF shares in Q2 2026, an estimated $22.2K.
  • iShares Russell 2000 ETF made up 0.44% of Walsh & Associates's portfolio in Q2 2026, its #35 holding.
  • Walsh & Associates first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,718 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.