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Wellington-Altus USA’s iShares Russell 2000 ETF IWM Stock Holding History

Wellington-Altus USA’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 		$582K Sell
2,346
-50
-2% -$14.1K 0.41% 54
2026
Q1 		$720K Buy
2,396
+290
+14% +$74.8K 0.42% 53
2025
Q4 		$518K Buy
+2,106
New +$518K 0.38% 60

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

Wellington-Altus USA's IWM Position: Q2 2026 in Review

Wellington-Altus USA reduced its iShares Russell 2000 ETF (IWM) stake by 2.1% in Q2 2026, selling an estimated $14.1K and leaving 2,346 shares worth $582K. The position accounts for 0.41% of the portfolio, ranked #54.

Wellington-Altus USA first reported a position in IWM in Q4 2025 and has held it in 3 quarters since. The position peaked at $720K in Q1 2026. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Wellington-Altus USA held 2,346 shares of iShares Russell 2000 ETF worth $582K as of Q2 2026.
  • Wellington-Altus USA sold 50 iShares Russell 2000 ETF shares in Q2 2026, an estimated $14.1K.
  • iShares Russell 2000 ETF made up 0.41% of Wellington-Altus USA's portfolio in Q2 2026, its #54 holding.
  • Wellington-Altus USA first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's iShares Russell 2000 ETF position peaked at $720K in Q1 2026.
  • 2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.