WCAMG
IWM icon

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
2025
Q4 		– Sell
-200
Closed -$48.4K – 174
2025
Q3 		$48.4K Buy
+200
New +$45.9K 0.01% 126

Other funds holding IWM

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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. 2,210 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.
  • 2,210 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.