WEG
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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

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

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. 2,730 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.
  • 2,730 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.