Western Pacific Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Western Pacific Wealth Management’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	$3.11K	Hold	10	–	–	﹤0.01%	171
2026 Q1	$2.56K	Hold	10	–	–	﹤0.01%	181
2025 Q4	$2.54K	Hold	10	–	–	﹤0.01%	167
2025 Q3	$2.49K	Hold	10	–	–	﹤0.01%	178
2025 Q2	$2.21K	Sell	10 -566	-98%	-$114K	﹤0.01%	186
2025 Q1	$115K	Hold	576	–	–	0.1%	92
2024 Q4	$127K	Hold	576	–	–	0.1%	90
2024 Q3	$127K	Sell	576 -300	-34%	-$64.2K	0.08%	90
2024 Q2	$178K	Hold	876	–	–	0.13%	57
2024 Q1	$184K	Hold	876	–	–	0.13%	58
2023 Q4	$176K	Buy	876 +866	+8,660%	+$155K	0.13%	54
2023 Q3	$1.77K	Hold	10	–	–	﹤0.01%	253
2023 Q2	$1.87K	Hold	10	–	–	﹤0.01%	256
2023 Q1	$1.78K	Hold	10	–	–	﹤0.01%	268
2022 Q4	$1.74K	Buy	+10	New	+$1.78K	﹤0.01%	263
2022 Q2	–	Sell	-3,846	Closed	-$789K	–	206
2022 Q1	$789K	Buy	3,846 +2	+0.1%	+$408	0.58%	15
2021 Q4	$855K	Buy	+3,844	New	+$869K	0.55%	14

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

Western Pacific Wealth Management's IWM Position: Q2 2026 in Review

Western Pacific Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 10 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #171.

Western Pacific Wealth Management first reported a position in IWM in Q4 2021 and has held it in 17 quarters since. The position peaked at $855K in Q4 2021. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Western Pacific Wealth Management held 10 shares of iShares Russell 2000 ETF worth $3.11K as of Q2 2026.
Western Pacific Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up ﹤0.01% of Western Pacific Wealth Management's portfolio in Q2 2026, its #171 holding.
Western Pacific Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 17 quarters since.
Western Pacific Wealth Management's iShares Russell 2000 ETF position peaked at $855K in Q4 2021.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.