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Wealth Dimensions Group’s iShares Russell 2000 ETF IWM Stock Holding History

Wealth Dimensions Group’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 		$1.01M Sell
3,373
-32
-0.9% -$8.99K 0.18% 69
2026
Q1 		$844K Sell
3,405
-271
-7% -$69.9K 0.17% 70
2025
Q4 		$905K Sell
3,676
-209
-5% -$51.4K 0.18% 66
2025
Q3 		$940K Sell
3,885
-559
-13% -$128K 0.19% 68
2025
Q2 		$959K Buy
4,444
+4
+0.1% +$805 0.21% 65
2025
Q1 		$886K Hold
4,440
– – 0.21% 62
2024
Q4 		$981K Buy
4,440
+1,066
+32% +$243K 0.24% 54
2024
Q3 		$745K Buy
3,374
+1
+0% +$214 0.19% 65
2024
Q2 		$684K Buy
3,373
+5
+0.1% +$1.01K 0.2% 65
2024
Q1 		$708K Hold
3,368
– – 0.21% 63
2023
Q4 		$676K Buy
3,368
+2
+0.1% +$358 0.21% 60
2023
Q3 		$595K Buy
3,366
+234
+7% +$43.9K 0.22% 66
2023
Q2 		$586K Buy
3,132
+1
+0% +$178 0.21% 65
2023
Q1 		$559K Buy
3,131
+44
+1% +$8.1K 0.22% 65
2022
Q4 		$538K Buy
3,087
+275
+10% +$48.9K 0.22% 62
2022
Q3 		$464K Hold
2,812
– – 0.23% 58
2022
Q2 		$476K Sell
2,812
-37
-1% -$6.82K 0.23% 64
2022
Q1 		$585K Buy
2,849
+1
+0% +$204 0.27% 61
2021
Q4 		$634K Hold
2,848
– – 0.31% 53
2021
Q3 		$623K Buy
2,848
+106
+4% +$23.5K 0.4% 49
2021
Q2 		$629K Buy
2,742
+22
+0.8% +$4.95K 0.43% 46
2021
Q1 		$601K Buy
2,720
+103
+4% +$22.5K 0.47% 42
2020
Q4 		$513K Buy
+2,617
New +$458K 0.44% 44

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

Wealth Dimensions Group's IWM Position: Q2 2026 in Review

Wealth Dimensions Group reduced its iShares Russell 2000 ETF (IWM) stake by 0.94% in Q2 2026, selling an estimated $8.99K and leaving 3,373 shares worth $1.01M. The position accounts for 0.18% of the portfolio, ranked #69.

Wealth Dimensions Group first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Wealth Dimensions Group held 3,373 shares of iShares Russell 2000 ETF worth $1.01M as of Q2 2026.
  • Wealth Dimensions Group sold 32 iShares Russell 2000 ETF shares in Q2 2026, an estimated $8.99K.
  • iShares Russell 2000 ETF made up 0.18% of Wealth Dimensions Group's portfolio in Q2 2026, its #69 holding.
  • Wealth Dimensions Group first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.