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Waypoint Wealth Counsel’s iShares Russell 2000 ETF IWM Stock Holding History

Waypoint Wealth Counsel’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 		– Sell
-1,911
Closed -$474K – 193
2026
Q1 		$474K Sell
1,911
-18,636
-91% -$4.81M 0.25% 83
2025
Q4 		$5.06M Buy
20,547
+162
+0.8% +$39.8K 1.85% 11
2025
Q3 		$4.93M Buy
20,385
+841
+4% +$193K 1.95% 11
2025
Q2 		$4.22M Sell
19,544
-674
-3% -$136K 2.09% 11
2025
Q1 		$4.03M Sell
20,218
-2,832
-12% -$614K 2.53% 10
2024
Q4 		$5.09M Buy
23,050
+3,321
+17% +$757K 3.32% 9
2024
Q3 		$4.36M Buy
19,729
+335
+2% +$71.7K 2.93% 9
2024
Q2 		$3.93M Sell
19,394
-66
-0.3% -$13.3K 3.01% 9
2024
Q1 		$4.09M Buy
19,460
+1,398
+8% +$279K 3.15% 9
2023
Q4 		$3.63M Buy
18,062
+1,511
+9% +$271K 3.09% 9
2023
Q3 		$2.93M Sell
16,551
-931
-5% -$175K 2.76% 10
2023
Q2 		$3.27M Buy
17,482
+183
+1% +$32.6K 2.93% 10
2023
Q1 		$3.09M Buy
17,299
+758
+5% +$140K 2.39% 12
2022
Q4 		$2.88M Buy
+16,541
New +$2.94M 2.32% 13

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

Waypoint Wealth Counsel's IWM Position: Q2 2026 in Review

Waypoint Wealth Counsel sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 1,911 shares — an estimated $474K sold.

Waypoint Wealth Counsel first reported a position in IWM in Q4 2022 and held it in 14 quarters. The position peaked at $5.09M in Q4 2024. 2,731 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Waypoint Wealth Counsel reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 1,911 iShares Russell 2000 ETF shares in Q2 2026, an estimated $474K.
  • Waypoint Wealth Counsel first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 14 quarters.
  • Waypoint Wealth Counsel's iShares Russell 2000 ETF position peaked at $5.09M in Q4 2024.
  • 2,731 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.