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

WCG 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	$7.77M	Buy	25,869 +948	+4%	+$266K	0.18%	122
2026 Q1	$6.18M	Buy	24,921 +2,624	+12%	+$677K	0.17%	130
2025 Q4	$5.49M	Buy	+22,297	New	+$5.48M	0.15%	142
2022 Q4	–	Sell	-3,857	Closed	-$652K	–	218
2022 Q3	$652K	Buy	3,857 +1,551	+67%	+$283K	0.09%	162
2022 Q2	$391K	Buy	+2,306	New	+$425K	0.05%	187

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

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

WCG Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 3.8% in Q2 2026, buying an estimated $266K and bringing the position to 25,869 shares worth $7.77M. The position accounts for 0.18% of the portfolio, ranked #122.

WCG Wealth Advisors first reported a position in IWM in Q2 2022 and has held it in 5 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

WCG Wealth Advisors held 25,869 shares of iShares Russell 2000 ETF worth $7.77M as of Q2 2026.
WCG Wealth Advisors bought 948 iShares Russell 2000 ETF shares in Q2 2026, an estimated $266K.
iShares Russell 2000 ETF made up 0.18% of WCG Wealth Advisors's portfolio in Q2 2026, its #122 holding.
WCG Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 5 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.