Wealthspire Advisors (New York)’s iShares Russell 2000 ETF IWM Stock Holding History

Wealthspire Advisors (New York)’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	$32.1M	Buy	106,982 +10,629	+11%	+$2.99M	0.18%	90
2026 Q1	$23.9M	Sell	96,353 -1,048	-1%	-$270K	0.19%	68
2025 Q4	$24M	Sell	97,401 -100,529	-51%	-$24.7M	0.19%	69
2025 Q3	$47.9M	Sell	197,930 -1,040	-0.5%	-$239K	0.25%	50
2025 Q2	$42.9M	Sell	198,970 -37,974	-16%	-$7.64M	0.24%	50
2025 Q1	$47.3M	Buy	236,944 +115,157	+95%	+$25M	0.28%	52
2024 Q4	$26.9M	Buy	121,787 +5,337	+5%	+$1.22M	0.27%	56
2024 Q3	$25.7M	Buy	116,450 +7,491	+7%	+$1.6M	0.26%	58
2024 Q2	$22.1M	Buy	108,959 +7,507	+7%	+$1.52M	0.28%	45
2024 Q1	$21.3M	Sell	101,452 -4,052	-4%	-$808K	0.28%	46
2023 Q4	$21.2M	Buy	105,504 +2,493	+2%	+$447K	0.3%	45
2023 Q3	$18.2M	Sell	103,011 -15,438	-13%	-$2.9M	0.3%	44
2023 Q2	$22.2M	Sell	118,449 -1,698	-1%	-$303K	0.36%	43
2023 Q1	$21.4M	Buy	120,147 +11,786	+11%	+$2.17M	0.37%	43
2022 Q4	$18.9M	Sell	108,361 -2,715	-2%	-$483K	0.34%	45
2022 Q3	$18.3M	Buy	111,076 +1,041	+0.9%	+$190K	0.38%	44
2022 Q2	$18.6M	Buy	110,035 +11,926	+12%	+$2.2M	0.39%	42
2022 Q1	$20.1M	Buy	98,109 +2,920	+3%	+$596K	0.45%	32
2021 Q4	$21.2M	Sell	95,189 -8,912	-9%	-$2.01M	0.47%	30
2021 Q3	$22.8M	Sell	104,101 -3,357	-3%	-$744K	0.47%	34
2021 Q2	$24.6M	Buy	107,458 +853	+0.8%	+$192K	0.65%	24
2021 Q1	$23.6M	Sell	106,605 -2,959	-3%	-$646K	0.56%	29
2020 Q4	$21.5M	Buy	+109,564	New	+$19.2M	0.64%	27
2020 Q2	–	Sell	-148,298	Closed	-$17M	–	407
2020 Q1	$17M	Buy	148,298 +146,899	+10,500%	+$21.9M	0.71%	24
2019 Q4	$232K	Buy	1,399 +22	+2%	+$3.48K	0.02%	186
2019 Q3	$208K	Hold	1,377	–	–	0.02%	156
2019 Q2	$214K	Buy	+1,377	New	+$212K	0.02%	93
2019 Q1	–	Sell	-920	Closed	-$123K	–	422
2018 Q4	$123K	Buy	+920	New	+$137K	0.01%	96

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

Wealthspire Advisors (New York)'s IWM Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares Russell 2000 ETF (IWM) stake by 11% in Q2 2026, buying an estimated $2.99M and bringing the position to 106,982 shares worth $32.1M. The position accounts for 0.18% of the portfolio, ranked #90.

Wealthspire Advisors (New York) first reported a position in IWM in Q4 2018 and has held it in 28 quarters since. The position peaked at $47.9M in Q3 2025. 2,735 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Wealthspire Advisors (New York) held 106,982 shares of iShares Russell 2000 ETF worth $32.1M as of Q2 2026.
Wealthspire Advisors (New York) bought 10,629 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.99M.
iShares Russell 2000 ETF made up 0.18% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #90 holding.
Wealthspire Advisors (New York) first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 28 quarters since.
Wealthspire Advisors (New York)'s iShares Russell 2000 ETF position peaked at $47.9M in Q3 2025.
2,735 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.