XF
IWM icon

XML Financial’s iShares Russell 2000 ETF IWM Stock Holding History

XML Financial’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 		$12.9M Sell
43,054
-86
-0.2% -$24.2K 0.94% 26
2026
Q1 		$10.7M Buy
43,140
+1,170
+3% +$302K 0.86% 30
2025
Q4 		$10.3M Sell
41,970
-231
-0.5% -$56.8K 0.84% 32
2025
Q3 		$10.2M Buy
42,201
+630
+2% +$145K 0.83% 32
2025
Q2 		$8.97M Buy
41,571
+4,643
+13% +$934K 0.78% 36
2025
Q1 		$7.37M Sell
36,928
-2,212
-6% -$480K 0.69% 42
2024
Q4 		$8.65M Buy
39,140
+608
+2% +$139K 0.79% 32
2024
Q3 		$8.51M Buy
38,532
+909
+2% +$195K 0.79% 34
2024
Q2 		$7.63M Buy
37,623
+13,731
+57% +$2.77M 0.77% 34
2024
Q1 		$5.02M Buy
23,892
+280
+1% +$55.9K 0.51% 56
2023
Q4 		$4.74M Sell
23,612
-13,754
-37% -$2.46M 0.5% 61
2023
Q3 		$6.6M Sell
37,366
-4,720
-11% -$886K 0.79% 40
2023
Q2 		$7.89M Sell
42,086
-3,348
-7% -$597K 0.91% 31
2023
Q1 		$8.11M Sell
45,434
-1,739
-4% -$320K 0.99% 28
2022
Q4 		$8.23M Sell
47,173
-1,326
-3% -$236K 1.03% 23
2022
Q3 		$8M Buy
48,499
+1,137
+2% +$207K 1.11% 24
2022
Q2 		$8.02M Buy
47,362
+750
+2% +$138K 1.81% 16
2022
Q1 		$9.57M Buy
46,612
+840
+2% +$171K 1.14% 22
2021
Q4 		$10.2M Buy
45,772
+1,312
+3% +$296K 1.23% 18
2021
Q3 		$9.73M Buy
44,460
+1,396
+3% +$309K 1.3% 15
2021
Q2 		$9.88M Buy
43,064
+2,109
+5% +$474K 2.17% 11
2021
Q1 		$9.05M Buy
40,955
+865
+2% +$189K 2.21% 10
2020
Q4 		$7.86M Buy
40,090
+1,117
+3% +$195K 2.04% 12
2020
Q3 		$5.84M Buy
38,973
+3,174
+9% +$478K 1.82% 16
2020
Q2 		$5.13M Buy
35,799
+1,545
+5% +$203K 1.78% 16
2020
Q1 		$3.92M Buy
34,254
+2,136
+7% +$318K 1.69% 17
2019
Q4 		$5.32M Buy
+32,118
New +$5.08M 1.93% 15

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

XML Financial's IWM Position: Q2 2026 in Review

XML Financial reduced its iShares Russell 2000 ETF (IWM) stake by 0.2% in Q2 2026, selling an estimated $24.2K and leaving 43,054 shares worth $12.9M. The position accounts for 0.94% of the portfolio, ranked #26.

XML Financial first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • XML Financial held 43,054 shares of iShares Russell 2000 ETF worth $12.9M as of Q2 2026.
  • XML Financial sold 86 iShares Russell 2000 ETF shares in Q2 2026, an estimated $24.2K.
  • iShares Russell 2000 ETF made up 0.94% of XML Financial's portfolio in Q2 2026, its #26 holding.
  • XML Financial first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.