Wilkerson Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History

Wilkerson Advisory Group’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	$13.3K	Buy	44 +28	+175%	+$7.87K	﹤0.01%	388
2026 Q1	$4.06K	Hold	16	–	–	﹤0.01%	496
2025 Q4	$4.02K	Buy	+16	New	+$3.93K	﹤0.01%	453

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

Wilkerson Advisory Group's IWM Position: Q2 2026 in Review

Wilkerson Advisory Group increased its iShares Russell 2000 ETF (IWM) stake by 175% in Q2 2026, buying an estimated $7.87K and bringing the position to 44 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Wilkerson Advisory Group first reported a position in IWM in Q4 2025 and has held it in 3 quarters since. 2,726 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Wilkerson Advisory Group held 44 shares of iShares Russell 2000 ETF worth $13.3K as of Q2 2026.
Wilkerson Advisory Group bought 28 iShares Russell 2000 ETF shares in Q2 2026, an estimated $7.87K.
iShares Russell 2000 ETF made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #388 holding.
Wilkerson Advisory Group first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 3 quarters since.
2,726 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.