West Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

West Financial 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	$150K	Hold	498	–	–	0.02%	74
2026 Q1	$124K	Hold	498	–	–	0.02%	71
2025 Q4	$123K	Sell	498 -12	-2%	-$2.95K	0.02%	73
2025 Q3	$123K	Sell	510 -11	-2%	-$2.52K	0.02%	75
2025 Q2	$112K	Sell	521 -231	-31%	-$46.5K	0.02%	74
2025 Q1	$150K	Sell	752 -53	-7%	-$11.5K	0.03%	68
2024 Q4	$178K	Buy	805 +180	+29%	+$41K	0.03%	62
2024 Q3	$138K	Buy	625 +520	+495%	+$111K	0.03%	64
2024 Q2	$21.3K	Buy	+105	New	+$21.2K	﹤0.01%	104
2023 Q4	–	Sell	-434	Closed	-$76.7K	–	182
2023 Q3	$76.7K	Hold	434	–	–	0.02%	70
2023 Q2	$81.3K	Buy	434 +28	+7%	+$4.99K	0.02%	68
2023 Q1	$72.4K	Buy	406 +63	+18%	+$11.6K	0.02%	72
2022 Q4	$59.8K	Hold	343	–	–	0.02%	71
2022 Q3	$57K	Hold	343	–	–	0.02%	94
2022 Q2	$58K	Hold	343	–	–	0.02%	92
2022 Q1	$70K	Hold	343	–	–	0.02%	92
2021 Q4	$76K	Hold	343	–	–	0.02%	97
2021 Q3	$75K	Buy	343 +10	+3%	+$2.22K	0.02%	87
2021 Q2	$76K	Hold	333	–	–	0.02%	81
2021 Q1	$74K	Hold	333	–	–	0.02%	82
2020 Q4	$65K	Buy	+333	New	+$58.3K	0.02%	84

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

West Financial Advisors's IWM Position: Q2 2026 in Review

West Financial Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 498 shares worth $150K. The position accounts for 0.02% of the portfolio, ranked #74.

West Financial Advisors first reported a position in IWM in Q4 2020 and has held it in 21 quarters since. The position peaked at $178K in Q4 2024. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

West Financial Advisors held 498 shares of iShares Russell 2000 ETF worth $150K as of Q2 2026.
West Financial Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.02% of West Financial Advisors's portfolio in Q2 2026, its #74 holding.
West Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 21 quarters since.
West Financial Advisors's iShares Russell 2000 ETF position peaked at $178K in Q4 2024.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.