WESPAC Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

WESPAC Advisors’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	$1.13M	Buy	3,749 +2,120	+130%	+$596K	0.55%	51
2026 Q1	$404K	Sell	1,629 -6,168	-79%	-$1.59M	0.22%	121
2025 Q4	$1.92M	Buy	7,797 +2,033	+35%	+$500K	1.04%	24
2025 Q3	$1.39M	Buy	+5,764	New	+$1.32M	0.82%	34
2025 Q1	–	Sell	-2,123	Closed	-$469K	–	176
2024 Q4	$469K	Buy	2,123 +1,152	+119%	+$263K	0.35%	102
2024 Q3	$214K	Sell	971 -804	-45%	-$172K	0.16%	145
2024 Q2	$360K	Sell	1,775 -175	-9%	-$35.4K	0.28%	113
2024 Q1	$410K	Buy	+1,950	New	+$389K	0.24%	121
2016 Q3	–	Sell	-1,900	Closed	-$218K	–	113
2016 Q2	$218K	Buy	+1,900	New	+$214K	0.23%	97

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

WESPAC Advisors's IWM Position: Q2 2026 in Review

WESPAC Advisors increased its iShares Russell 2000 ETF (IWM) stake by 130% in Q2 2026, buying an estimated $596K and bringing the position to 3,749 shares worth $1.13M. The position accounts for 0.55% of the portfolio, ranked #51.

WESPAC Advisors first reported a position in IWM in Q2 2016 and has held it in 9 quarters since. The position peaked at $1.92M in Q4 2025. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

WESPAC Advisors held 3,749 shares of iShares Russell 2000 ETF worth $1.13M as of Q2 2026.
WESPAC Advisors bought 2,120 iShares Russell 2000 ETF shares in Q2 2026, an estimated $596K.
iShares Russell 2000 ETF made up 0.55% of WESPAC Advisors's portfolio in Q2 2026, its #51 holding.
WESPAC Advisors first reported a position in iShares Russell 2000 ETF in Q2 2016 and has held it in 9 quarters since.
WESPAC Advisors's iShares Russell 2000 ETF position peaked at $1.92M in Q4 2025.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.