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

Westfuller 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	$1.19M	Buy	3,952 +937	+31%	+$263K	0.43%	57
2026 Q1	$748K	Buy	3,015 +6	+0.2%	+$1.55K	0.32%	64
2025 Q4	$741K	Buy	3,009 +10	+0.3%	+$2.46K	0.3%	64
2025 Q3	$726K	Buy	2,999 +8	+0.3%	+$1.84K	0.33%	63
2025 Q2	$645K	Buy	2,991 +8	+0.3%	+$1.61K	0.37%	61
2025 Q1	$595K	Buy	2,983 +32	+1%	+$6.94K	0.4%	54
2024 Q4	$652K	Sell	2,951 -145	-5%	-$33.1K	0.41%	52
2024 Q3	$684K	Buy	+3,096	New	+$663K	0.49%	48
2024 Q1	$647K	Buy	+3,077	New	+$614K	0.78%	40

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

Westfuller Advisors's IWM Position: Q2 2026 in Review

Westfuller Advisors increased its iShares Russell 2000 ETF (IWM) stake by 31% in Q2 2026, buying an estimated $263K and bringing the position to 3,952 shares worth $1.19M. The position accounts for 0.43% of the portfolio, ranked #57.

Westfuller Advisors first reported a position in IWM in Q1 2024 and has held it in 9 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Westfuller Advisors held 3,952 shares of iShares Russell 2000 ETF worth $1.19M as of Q2 2026.
Westfuller Advisors bought 937 iShares Russell 2000 ETF shares in Q2 2026, an estimated $263K.
iShares Russell 2000 ETF made up 0.43% of Westfuller Advisors's portfolio in Q2 2026, its #57 holding.
Westfuller Advisors first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 9 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.