Westside Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Westside Investment 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	$120K	Hold	400	–	–	0.02%	392
2026 Q1	$99.2K	Buy	+400	New	+$103K	0.02%	415
2025 Q4	–	Sell	-400	Closed	-$96.8K	–	1522
2025 Q3	$96.8K	Hold	400	–	–	0.02%	401
2025 Q2	$86.3K	Hold	400	–	–	0.02%	363
2025 Q1	$79.8K	Hold	400	–	–	0.02%	339
2024 Q4	$88.4K	Hold	400	–	–	0.02%	323
2024 Q3	$88.4K	Hold	400	–	–	0.02%	328
2024 Q2	$81.2K	Hold	400	–	–	0.02%	327
2024 Q1	$84.1K	Buy	400 +25	+7%	+$4.99K	0.02%	317
2023 Q4	$75.3K	Hold	375	–	–	0.02%	311
2023 Q3	$66.3K	Hold	375	–	–	0.02%	314
2023 Q2	$70.2K	Hold	375	–	–	0.02%	312
2023 Q1	$66.9K	Hold	375	–	–	0.02%	319
2022 Q4	$65	Buy	+375	New	+$66.7K	﹤0.01%	396
2020 Q3	–	Sell	-7	Closed	-$1	–	687
2020 Q2	$1	Buy	+7	New	+$919	﹤0.01%	624
2018 Q4	$26.8K	Buy	+200	New	+$29.8K	0.01%	353
2018 Q3	–	Sell	-200	Closed	-$33K	–	779
2018 Q2	$33K	Hold	200	–	–	0.01%	332
2018 Q1	$29.6K	Hold	200	–	–	0.02%	328
2017 Q4	$31K	Hold	200	–	–	0.02%	333
2017 Q3	$29.9K	Hold	200	–	–	0.02%	334
2017 Q2	$28K	Hold	200	–	–	0.02%	335
2017 Q1	$26.9K	Buy	+200	New	+$27.3K	0.01%	318

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

Westside Investment Management's IWM Position: Q2 2026 in Review

Westside Investment Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 400 shares worth $120K. The position accounts for 0.02% of the portfolio, ranked #392.

Westside Investment Management first reported a position in IWM in Q1 2017 and has held it in 22 quarters since. 2,735 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Westside Investment Management held 400 shares of iShares Russell 2000 ETF worth $120K as of Q2 2026.
Westside Investment Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.02% of Westside Investment Management's portfolio in Q2 2026, its #392 holding.
Westside Investment Management first reported a position in iShares Russell 2000 ETF in Q1 2017 and has held it in 22 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.