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

White Lighthouse 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	$303K	Sell	1,007 -100	-9%	-$28.1K	0.04%	126
2026 Q1	$275K	Buy	+1,107	New	+$286K	0.04%	128
2023 Q4	–	Sell	-1,171	Closed	-$207K	–	123
2023 Q3	$207K	Buy	+1,171	New	+$220K	0.05%	115
2020 Q1	–	Sell	-1,340	Closed	-$222K	–	118
2019 Q4	$222K	Buy	+1,340	New	+$212K	0.08%	123

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

White Lighthouse Investment Management's IWM Position: Q2 2026 in Review

White Lighthouse Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 9% in Q2 2026, selling an estimated $28.1K and leaving 1,007 shares worth $303K. The position accounts for 0.04% of the portfolio, ranked #126.

White Lighthouse Investment Management first reported a position in IWM in Q4 2019 and has held it in 4 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

White Lighthouse Investment Management held 1,007 shares of iShares Russell 2000 ETF worth $303K as of Q2 2026.
White Lighthouse Investment Management sold 100 iShares Russell 2000 ETF shares in Q2 2026, an estimated $28.1K.
iShares Russell 2000 ETF made up 0.04% of White Lighthouse Investment Management's portfolio in Q2 2026, its #126 holding.
White Lighthouse Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 4 quarters since.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.