Weil Company’s iShares Russell 2000 ETF IWM Stock Holding History

Weil Company’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	$201K	Buy	+669	New	+$188K	0.04%	133
2018 Q4	–	Sell	-1,308	Closed	-$220K	–	105
2018 Q3	$220K	Hold	1,308	–	–	0.18%	95
2018 Q2	$214K	Buy	+1,308	New	+$209K	0.18%	92

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

Weil Company's IWM Position: Q2 2026 in Review

Weil Company opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 669 shares worth $201K. The stake represents 0.04% of the portfolio and ranks #133 among its holdings. This is a return to the name: Weil Company previously reported a position in IWM as recently as Q3 2018.

Weil Company first reported a position in IWM in Q2 2018 and has held it in 3 quarters since. The position peaked at $220K in Q3 2018. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Weil Company held 669 shares of iShares Russell 2000 ETF worth $201K as of Q2 2026.
iShares Russell 2000 ETF was a new Weil Company position in Q2 2026.
iShares Russell 2000 ETF made up 0.04% of Weil Company's portfolio in Q2 2026, its #133 holding.
Weil Company first reported a position in iShares Russell 2000 ETF in Q2 2018 and has held it in 3 quarters since.
Weil Company's iShares Russell 2000 ETF position peaked at $220K in Q3 2018.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Weil Company's 13F filing for Q2 2026, filed 5 Aug 2026.