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WorthPointe’s iShares Russell 2000 ETF IWM Stock Holding History

WorthPointe’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 		$227K Sell
755
-1,569
-68% -$441K 0.06% 115
2026
Q1 		$576K Sell
2,324
-4,675
-67% -$1.21M 0.16% 69
2025
Q4 		$1.72M Buy
+6,999
New +$1.72M 0.45% 47
2025
Q1 		– Sell
-1,567
Closed -$346K – 95
2024
Q4 		$346K Sell
1,567
-375
-19% -$85.5K 0.14% 67
2024
Q3 		$429K Sell
1,942
-3,649
-65% -$781K 0.18% 52
2024
Q2 		$1.13M Buy
5,591
+3,692
+194% +$746K 0.52% 27
2024
Q1 		$399K Sell
1,899
-558
-23% -$111K 0.2% 40
2023
Q4 		$493K Buy
2,457
+130
+6% +$23.3K 0.25% 45
2023
Q3 		$411K Buy
2,327
+584
+34% +$110K 0.24% 40
2023
Q2 		$326K Buy
1,743
+318
+22% +$56.7K 0.2% 42
2023
Q1 		$254K Sell
1,425
-2,943
-67% -$542K 0.17% 49
2022
Q4 		$762K Buy
4,368
+835
+24% +$149K 0.52% 27
2022
Q3 		$583K Sell
3,533
-175
-5% -$31.9K 0.49% 26
2022
Q2 		$628K Sell
3,708
-251
-6% -$46.3K 0.53% 20
2022
Q1 		$813K Sell
3,959
-16,737
-81% -$3.41M 0.65% 19
2021
Q4 		$4.75M Buy
+20,696
New +$4.68M 4.22% 4

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

WorthPointe's IWM Position: Q2 2026 in Review

WorthPointe reduced its iShares Russell 2000 ETF (IWM) stake by 68% in Q2 2026, selling an estimated $441K and leaving 755 shares worth $227K. The position accounts for 0.06% of the portfolio, ranked #115.

WorthPointe first reported a position in IWM in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.75M in Q4 2021. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • WorthPointe held 755 shares of iShares Russell 2000 ETF worth $227K as of Q2 2026.
  • WorthPointe sold 1,569 iShares Russell 2000 ETF shares in Q2 2026, an estimated $441K.
  • iShares Russell 2000 ETF made up 0.06% of WorthPointe's portfolio in Q2 2026, its #115 holding.
  • WorthPointe first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 16 quarters since.
  • WorthPointe's iShares Russell 2000 ETF position peaked at $4.75M in Q4 2021.
  • 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on WorthPointe's 13F filing for Q2 2026, filed 31 Jul 2026.