Woodard & Company Asset Management Group’s iShares Russell 2000 ETF IWM Stock Holding History

Woodard & Company Asset Management 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	$75.1K	Sell	250 -7,206	-97%	-$2.02M	0.01%	131
2026 Q1	$1.85M	Sell	7,456 -14,444	-66%	-$3.73M	0.3%	51
2025 Q4	$5.39M	Buy	+21,900	New	+$5.38M	0.85%	25
2021 Q2	–	Sell	-200	Closed	-$44K	–	106
2021 Q1	$44K	Hold	200	–	–	0.03%	95
2020 Q4	$39K	Hold	200	–	–	0.02%	87
2020 Q3	$30K	Sell	200 -85	-30%	-$12.8K	0.02%	78
2020 Q2	$41K	Hold	285	–	–	0.03%	79
2020 Q1	$33K	Buy	285 +85	+43%	+$12.7K	0.02%	73
2019 Q4	$33K	Buy	+200	New	+$31.6K	0.02%	71
2018 Q4	–	Sell	-674	Closed	-$113K	–	124
2018 Q3	$113K	Buy	674 +74	+12%	+$12.5K	0.1%	65
2018 Q2	$98.3K	Hold	600	–	–	0.1%	66
2018 Q1	$91K	Sell	600 -88	-13%	-$13.6K	0.09%	67
2017 Q4	$104K	Buy	+688	New	+$103K	0.09%	65

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

Woodard & Company Asset Management Group's IWM Position: Q2 2026 in Review

Woodard & Company Asset Management Group reduced its iShares Russell 2000 ETF (IWM) stake by 97% in Q2 2026, selling an estimated $2.02M and leaving 250 shares worth $75.1K. The position accounts for 0.01% of the portfolio, ranked #131.

Woodard & Company Asset Management Group first reported a position in IWM in Q4 2017 and has held it in 13 quarters since. The position peaked at $5.39M in Q4 2025. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Woodard & Company Asset Management Group held 250 shares of iShares Russell 2000 ETF worth $75.1K as of Q2 2026.
Woodard & Company Asset Management Group sold 7,206 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.02M.
iShares Russell 2000 ETF made up 0.01% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #131 holding.
Woodard & Company Asset Management Group first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 13 quarters since.
Woodard & Company Asset Management Group's iShares Russell 2000 ETF position peaked at $5.39M in Q4 2025.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.