World Equity Group’s iShares Russell 2000 ETF IWM Stock Holding History

World Equity 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	$996K	Sell	3,316 -69	-2%	-$19.4K	0.22%	97
2026 Q1	$840K	Sell	3,385 -206	-6%	-$53.1K	0.22%	108
2025 Q4	$884K	Sell	3,591 -619	-15%	-$152K	0.25%	94
2025 Q3	$1.02M	Buy	4,210 +541	+15%	+$124K	0.23%	95
2025 Q2	$792K	Sell	3,669 -523	-12%	-$105K	0.22%	100
2025 Q1	$841K	Sell	4,192 -3,430	-45%	-$744K	0.24%	91
2024 Q4	$1.68M	Buy	7,622 +3,916	+106%	+$893K	0.36%	60
2024 Q3	$819K	Buy	3,706 +373	+11%	+$79.8K	0.3%	76
2024 Q2	$676K	Sell	3,333 -4,529	-58%	-$915K	0.2%	133
2024 Q1	$1.65M	Sell	7,862 -448	-5%	-$89.4K	0.34%	74
2023 Q4	$1.67M	Sell	8,310 -302	-4%	-$54.1K	0.33%	72
2023 Q3	$1.52M	Buy	8,612 +4,974	+137%	+$934K	0.32%	77
2023 Q2	$681K	Buy	3,638 +2,806	+337%	+$500K	0.2%	128
2023 Q1	$342K	Sell	832 -2,831	-77%	-$521K	0.05%	351
2022 Q4	$639K	Buy	3,663 +584	+19%	+$104K	0.15%	153
2022 Q3	$508K	Sell	3,079 -20	-0.6%	-$3.65K	0.13%	160
2022 Q2	$525K	Sell	3,099 -147	-5%	-$27.1K	0.13%	174
2022 Q1	$666K	Buy	+3,246	New	+$662K	0.14%	173

Other funds holding IWM

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

World Equity Group's IWM Position: Q2 2026 in Review

World Equity Group reduced its iShares Russell 2000 ETF (IWM) stake by 2% in Q2 2026, selling an estimated $19.4K and leaving 3,316 shares worth $996K. The position accounts for 0.22% of the portfolio, ranked #97.

World Equity Group first reported a position in IWM in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.68M in Q4 2024. 742 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

World Equity Group held 3,316 shares of iShares Russell 2000 ETF worth $996K as of Q2 2026.
World Equity Group sold 69 iShares Russell 2000 ETF shares in Q2 2026, an estimated $19.4K.
iShares Russell 2000 ETF made up 0.22% of World Equity Group's portfolio in Q2 2026, its #97 holding.
World Equity Group first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 18 quarters since.
World Equity Group's iShares Russell 2000 ETF position peaked at $1.68M in Q4 2024.
742 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.