Westover Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Westover Capital 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	$489K	Hold	1,629	–	–	0.08%	154
2026 Q1	$404K	Sell	1,629 -3	-0.2%	-$774	0.07%	165
2025 Q4	$402K	Buy	1,632 +3	+0.2%	+$738	0.07%	173
2025 Q3	$394K	Hold	1,629	–	–	0.07%	167
2025 Q2	$352K	Hold	1,629	–	–	0.07%	174
2025 Q1	$325K	Hold	1,629	–	–	0.07%	182
2024 Q4	$360K	Hold	1,629	–	–	0.08%	173
2024 Q3	$360K	Buy	+1,629	New	+$349K	0.07%	182

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

Westover Capital Advisors's IWM Position: Q2 2026 in Review

Westover Capital Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,629 shares worth $489K. The position accounts for 0.08% of the portfolio, ranked #154.

Westover Capital Advisors first reported a position in IWM in Q3 2024 and has held it in 8 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Westover Capital Advisors held 1,629 shares of iShares Russell 2000 ETF worth $489K as of Q2 2026.
Westover Capital Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.08% of Westover Capital Advisors's portfolio in Q2 2026, its #154 holding.
Westover Capital Advisors first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 8 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.