Winch Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

Winch Advisory Services’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	$193K	Buy	641 +165	+35%	+$46.4K	0.04%	110
2026 Q1	$118K	Sell	476 -14	-3%	-$3.61K	0.03%	127
2025 Q4	$121K	Sell	490 -13	-3%	-$3.2K	0.03%	121
2025 Q3	$122K	Buy	503 +1	+0.2%	+$229	0.03%	119
2025 Q2	$108K	Buy	502 +2	+0.4%	+$402	0.03%	122
2025 Q1	$99.8K	Buy	500 +1	+0.2%	+$217	0.03%	119
2024 Q4	$110K	Buy	499 +1	+0.2%	+$228	0.03%	111
2024 Q3	$110K	Buy	498 +2	+0.4%	+$428	0.03%	109
2024 Q2	$101K	Sell	496 -62	-11%	-$12.5K	0.03%	110
2024 Q1	$117K	Sell	558 -43	-7%	-$8.58K	0.04%	105
2023 Q4	$121K	Sell	601 -78	-11%	-$14K	0.04%	102
2023 Q3	$120K	Sell	679 -39	-5%	-$7.32K	0.04%	95
2023 Q2	$134K	Sell	718 -106	-13%	-$18.9K	0.05%	90
2023 Q1	$147K	Buy	824 +200	+32%	+$36.8K	0.06%	87
2022 Q4	$109K	Sell	624 -118	-16%	-$21K	0.05%	95
2022 Q3	$122K	Buy	742 +1	+0.1%	+$182	0.05%	84
2022 Q2	$125K	Hold	741	–	–	0.05%	85
2022 Q1	$152K	Hold	741	–	–	0.05%	80
2021 Q4	$165K	Sell	741 -13	-2%	-$2.94K	0.05%	77
2021 Q3	$165K	Hold	754	–	–	0.06%	76
2021 Q2	$173K	Buy	754 +13	+2%	+$2.92K	0.06%	73
2021 Q1	$164K	Hold	741	–	–	0.07%	66
2020 Q4	$145K	Hold	741	–	–	0.06%	63
2020 Q3	$111K	Sell	741 -15	-2%	-$2.26K	0.05%	62
2020 Q2	$108K	Hold	756	–	–	0.05%	61
2020 Q1	$87K	Hold	756	–	–	0.04%	61
2019 Q4	$125K	Sell	756 -4	-0.5%	-$632	0.06%	72
2019 Q3	$115K	Sell	760 -42	-5%	-$6.41K	0.06%	72
2019 Q2	$125K	Hold	802	–	–	0.07%	71
2019 Q1	$123K	Sell	802 -13	-2%	-$1.95K	0.07%	79
2018 Q4	$109K	Sell	815 -31,988	-98%	-$4.77M	0.06%	75
2018 Q3	$5.53M	Buy	32,803 +241	+0.7%	+$40.7K	2.78%	10
2018 Q2	$5.33M	Buy	32,562 +31,726	+3,795%	+$5.08M	2.87%	9
2018 Q1	$127K	Hold	836	–	–	0.07%	84
2017 Q4	$127K	Hold	836	–	–	0.08%	68
2017 Q3	$123K	Sell	836 -1,926	-70%	-$271K	0.08%	65
2017 Q2	$389K	Sell	2,762 -351	-11%	-$48.6K	0.24%	55
2017 Q1	$428K	Buy	3,113 +200	+7%	+$27.3K	0.27%	55
2016 Q4	$393K	Buy	+2,913	New	+$372K	0.27%	50
2015 Q4	–	Sell	-242	Closed	-$26K	–	271
2015 Q3	$26K	Sell	242 -8,299	-97%	-$984K	0.04%	72
2015 Q2	$1.07M	Buy	8,541 +8,494	+18,072%	+$1.06M	0.58%	48
2015 Q1	$6K	Buy	+47	New	+$5.67K	﹤0.01%	187
2014 Q3	–	Sell	-11,716	Closed	-$1.39M	–	247
2014 Q2	$1.39M	Buy	11,716 +4,598	+65%	+$522K	0.82%	39
2014 Q1	$828K	Buy	+7,118	New	+$821K	0.52%	41

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

Winch Advisory Services's IWM Position: Q2 2026 in Review

Winch Advisory Services increased its iShares Russell 2000 ETF (IWM) stake by 35% in Q2 2026, buying an estimated $46.4K and bringing the position to 641 shares worth $193K. The position accounts for 0.04% of the portfolio, ranked #110.

Winch Advisory Services first reported a position in IWM in Q1 2014 and has held it in 44 quarters since. The position peaked at $5.53M in Q3 2018. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Winch Advisory Services held 641 shares of iShares Russell 2000 ETF worth $193K as of Q2 2026.
Winch Advisory Services bought 165 iShares Russell 2000 ETF shares in Q2 2026, an estimated $46.4K.
iShares Russell 2000 ETF made up 0.04% of Winch Advisory Services's portfolio in Q2 2026, its #110 holding.
Winch Advisory Services first reported a position in iShares Russell 2000 ETF in Q1 2014 and has held it in 44 quarters since.
Winch Advisory Services's iShares Russell 2000 ETF position peaked at $5.53M in Q3 2018.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.