WPG Advisers’s iShares Russell 2000 ETF IWM Stock Holding History

WPG Advisers’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	$168K	Hold	558	–	–	0.1%	120
2026 Q1	$138K	Hold	558	–	–	0.1%	115
2025 Q4	$137K	Hold	558	–	–	0.1%	130
2025 Q3	$135K	Hold	558	–	–	0.1%	126
2025 Q2	$120K	Hold	558	–	–	0.1%	129
2025 Q1	$111K	Hold	558	–	–	0.1%	144
2024 Q4	$123K	Buy	+558	New	+$127K	0.11%	152

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

WPG Advisers's IWM Position: Q2 2026 in Review

WPG Advisers held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 558 shares worth $168K. The position accounts for 0.1% of the portfolio, ranked #120.

WPG Advisers first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

WPG Advisers held 558 shares of iShares Russell 2000 ETF worth $168K as of Q2 2026.
WPG Advisers left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.1% of WPG Advisers's portfolio in Q2 2026, its #120 holding.
WPG Advisers first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.