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Wiser Advisor Group’s iShares Russell 2000 ETF IWM Stock Holding History

Wiser Advisor 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 		$6.01K Hold
20
– – 0.01% 189
2026
Q1 		$4.96K Hold
20
– – 0.01% 192
2025
Q4 		$4.92K Hold
20
– – 0.01% 192
2025
Q3 		$4.84K Buy
+20
New +$4.59K 0.01% 205
2025
Q2 		– Sell
-20
Closed -$3.99K – 147
2025
Q1 		$3.99K Hold
20
– – 0.01% 223
2024
Q4 		$4.42K Buy
+20
New +$4.56K 0.01% 214

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

Wiser Advisor Group's IWM Position: Q2 2026 in Review

Wiser Advisor Group held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 20 shares worth $6.01K. The position accounts for 0.01% of the portfolio, ranked #189.

Wiser Advisor Group first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. 2,735 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Wiser Advisor Group held 20 shares of iShares Russell 2000 ETF worth $6.01K as of Q2 2026.
  • Wiser Advisor Group left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.01% of Wiser Advisor Group's portfolio in Q2 2026, its #189 holding.
  • Wiser Advisor Group first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.