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Weaver Consulting Group’s iShares Russell 2000 ETF IWM Stock Holding History

Weaver Consulting 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 		$1.49M Sell
4,953
-111
-2% -$31.2K 0.31% 71
2026
Q1 		$1.26M Sell
5,064
-159
-3% -$41K 0.3% 72
2025
Q4 		$1.29M Sell
5,223
-4,497
-46% -$1.11M 0.31% 65
2025
Q3 		$2.35M Sell
9,720
-159
-2% -$36.5K 0.6% 42
2025
Q2 		$2.13M Sell
9,879
-1,570
-14% -$316K 0.59% 43
2025
Q1 		$2.28M Sell
11,449
-307
-3% -$66.6K 0.69% 39
2024
Q4 		$2.6M Buy
11,756
+1,183
+11% +$270K 0.8% 34
2024
Q3 		$2.34M Buy
10,573
+1,513
+17% +$324K 0.74% 37
2024
Q2 		$1.84M Buy
9,060
+2,350
+35% +$475K 0.64% 41
2024
Q1 		$1.41M Buy
6,710
+1,512
+29% +$302K 0.52% 47
2023
Q4 		$1.04M Buy
5,198
+2,226
+75% +$399K 0.42% 51
2023
Q3 		$525K Sell
2,972
-493
-14% -$92.6K 0.24% 71
2023
Q2 		$649K Buy
3,465
+687
+25% +$122K 0.29% 62
2023
Q1 		$496K Sell
2,778
-615
-18% -$113K 0.23% 77
2022
Q4 		$592K Sell
3,393
-1,471
-30% -$262K 0.3% 66
2022
Q3 		$802K Buy
4,864
+1,920
+65% +$350K 0.46% 46
2022
Q2 		$499K Sell
2,944
-424
-13% -$78.2K 0.28% 71
2022
Q1 		$691K Sell
3,368
-1,637
-33% -$334K 0.34% 55
2021
Q4 		$1.11M Buy
5,005
+732
+17% +$165K 0.54% 37
2021
Q3 		$935K Buy
4,273
+616
+17% +$137K 0.51% 39
2021
Q2 		$839K Buy
3,657
+2,613
+250% +$587K 0.47% 41
2021
Q1 		$231K Buy
+1,044
New +$228K 0.14% 122
2020
Q4 		– Sell
-382
Closed -$57K – 510
2020
Q3 		$57K Buy
382
+59
+18% +$8.88K 0.03% 248
2020
Q2 		$46K Buy
323
+47
+17% +$6.17K 0.03% 267
2020
Q1 		$32K Buy
276
+3
+1% +$447 0.02% 269
2019
Q4 		$41K Hold
273
– – 0.02% 261
2019
Q3 		$43K Hold
273
– – 0.02% 240
2019
Q2 		$42K Sell
273
-54
-17% -$8.32K 0.02% 238
2019
Q1 		$50K Buy
+327
New +$49.1K 0.01% 480

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

Weaver Consulting Group's IWM Position: Q2 2026 in Review

Weaver Consulting Group reduced its iShares Russell 2000 ETF (IWM) stake by 2.2% in Q2 2026, selling an estimated $31.2K and leaving 4,953 shares worth $1.49M. The position accounts for 0.31% of the portfolio, ranked #71.

Weaver Consulting Group first reported a position in IWM in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.6M in Q4 2024. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Weaver Consulting Group held 4,953 shares of iShares Russell 2000 ETF worth $1.49M as of Q2 2026.
  • Weaver Consulting Group sold 111 iShares Russell 2000 ETF shares in Q2 2026, an estimated $31.2K.
  • iShares Russell 2000 ETF made up 0.31% of Weaver Consulting Group's portfolio in Q2 2026, its #71 holding.
  • Weaver Consulting Group first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 29 quarters since.
  • Weaver Consulting Group's iShares Russell 2000 ETF position peaked at $2.6M in Q4 2024.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.