Wood Tarver Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Wood Tarver Financial 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	$204K	Buy	+681	New	+$191K	0.05%	165
2025 Q3	–	Sell	-694	Closed	-$149K	–	394
2025 Q2	$149K	Sell	694 -143	-17%	-$28.8K	0.04%	161
2025 Q1	$167K	Sell	837 -702	-46%	-$152K	0.05%	146
2024 Q4	$340K	Buy	+1,539	New	+$351K	0.11%	99

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

Wood Tarver Financial Group's IWM Position: Q2 2026 in Review

Wood Tarver Financial Group opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 681 shares worth $204K. The stake represents 0.05% of the portfolio and ranks #165 among its holdings. This is a return to the name: Wood Tarver Financial Group previously reported a position in IWM as recently as Q2 2025.

Wood Tarver Financial Group first reported a position in IWM in Q4 2024 and has held it in 4 quarters since. The position peaked at $340K in Q4 2024. 2,731 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Wood Tarver Financial Group held 681 shares of iShares Russell 2000 ETF worth $204K as of Q2 2026.
iShares Russell 2000 ETF was a new Wood Tarver Financial Group position in Q2 2026.
iShares Russell 2000 ETF made up 0.05% of Wood Tarver Financial Group's portfolio in Q2 2026, its #165 holding.
Wood Tarver Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 4 quarters since.
Wood Tarver Financial Group's iShares Russell 2000 ETF position peaked at $340K in Q4 2024.
2,731 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.