William Howard & Co Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

William Howard & Co Financial 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	$14.3M	Sell	47,589 -484	-1%	-$136K	11.12%	2
2026 Q1	$11.9M	Buy	48,073 +487	+1%	+$126K	10.3%	3
2025 Q4	$11.7M	Buy	47,586 +90	+0.2%	+$22.1K	9.87%	3
2025 Q3	$11.5M	Sell	47,496 -624	-1%	-$143K	9.78%	3
2025 Q2	$10.4M	Buy	48,120 +572	+1%	+$115K	9.06%	3
2025 Q1	$9.49M	Sell	47,548 -400	-0.8%	-$86.8K	8.89%	4
2024 Q4	$10.6M	Buy	47,948 +303	+0.6%	+$69.1K	9.59%	3
2024 Q3	$10.5M	Buy	47,645 +282	+0.6%	+$60.3K	8.98%	3
2024 Q2	$9.61M	Sell	47,363 -737	-2%	-$149K	8.88%	3
2024 Q1	$10.1M	Buy	+48,100	New	+$9.6M	9.48%	3

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

William Howard & Co Financial Advisors's IWM Position: Q2 2026 in Review

William Howard & Co Financial Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 1% in Q2 2026, selling an estimated $136K and leaving 47,589 shares worth $14.3M. The position accounts for 11.12% of the portfolio, ranked #2.

William Howard & Co Financial Advisors first reported a position in IWM in Q1 2024 and has held it in 10 quarters since. 2,718 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

William Howard & Co Financial Advisors held 47,589 shares of iShares Russell 2000 ETF worth $14.3M as of Q2 2026.
William Howard & Co Financial Advisors sold 484 iShares Russell 2000 ETF shares in Q2 2026, an estimated $136K.
iShares Russell 2000 ETF made up 11.12% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #2 holding.
William Howard & Co Financial Advisors first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 10 quarters since.
2,718 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.