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Winter & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Winter & Associates’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 		– Sell
-812
Closed -$205K – 96
2026
Q1 		$205K Buy
+812
New +$209K 0.18% 82

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Winter & Associates's IWM Position: Q2 2026 in Review

Winter & Associates sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 812 shares — an estimated $205K sold.

Winter & Associates first reported a position in IWM in Q1 2026 and held it in 1 quarter. The position peaked at $205K in Q1 2026. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Winter & Associates reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
  • Winter & Associates sold 812 iShares Russell 2000 ETF shares in Q2 2026, an estimated $205K.
  • Winter & Associates first reported a position in iShares Russell 2000 ETF in Q1 2026 and held it in 1 quarter.
  • Winter & Associates's iShares Russell 2000 ETF position peaked at $205K in Q1 2026.
  • 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.