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Xponance’s iShares Russell 2000 ETF IWM Stock Holding History

Xponance’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 		– Sell
-1,178
Closed -$292K – 1861
2026
Q1 		$292K Sell
1,178
-215
-15% -$55.5K ﹤0.01% 1281
2025
Q4 		$343K Sell
1,393
-1,269
-48% -$312K ﹤0.01% 1109
2025
Q3 		$644K Sell
2,662
-362
-12% -$83.1K 0.01% 871
2025
Q2 		$653K Sell
3,024
-1,769
-37% -$356K 0.01% 854
2025
Q1 		$956K Buy
4,793
+2,944
+159% +$639K 0.01% 707
2024
Q4 		$409K Buy
1,849
+542
+41% +$124K ﹤0.01% 1015
2024
Q3 		$289K Sell
1,307
-327
-20% -$70K ﹤0.01% 1106
2024
Q2 		$332K Sell
1,634
-686
-30% -$139K ﹤0.01% 1025
2024
Q1 		$488K Sell
2,320
-1,143
-33% -$228K 0.01% 953
2023
Q4 		$695K Sell
3,463
-688
-17% -$123K 0.01% 810
2023
Q3 		$734K Buy
4,151
+697
+20% +$131K 0.01% 753
2023
Q2 		$647K Sell
3,454
-2,946
-46% -$525K 0.01% 809
2023
Q1 		$1.14M Buy
6,400
+3,428
+115% +$631K 0.02% 608
2022
Q4 		$518K Buy
2,972
+217
+8% +$38.6K 0.01% 883
2022
Q3 		$454K Sell
2,755
-1,845
-40% -$337K 0.01% 875
2022
Q2 		$779K Buy
4,600
+2,273
+98% +$419K 0.02% 673
2022
Q1 		$478K Buy
2,327
+369
+19% +$75.3K 0.01% 911
2021
Q4 		$436K Sell
1,958
-463
-19% -$105K 0.01% 959
2021
Q3 		$530K Buy
2,421
+971
+67% +$215K 0.01% 861
2021
Q2 		$333K Buy
+1,450
New +$326K 0.01% 1047
2021
Q1 		– Sell
-1,693
Closed -$332K – 1042
2020
Q4 		$332K Buy
1,693
+225
+15% +$39.4K 0.01% 915
2020
Q3 		$220K Sell
1,468
-1,783
-55% -$268K 0.01% 950
2020
Q2 		$465K Buy
+3,251
New +$427K 0.01% 638
2015
Q1 		– Sell
-1,430
Closed -$171K – 59
2014
Q4 		$171K Hold
1,430
– – 0.07% 58
2014
Q3 		$156K Hold
1,430
– – 0.06% 57
2014
Q2 		$169K Buy
+1,430
New +$162K 0.07% 51

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

Xponance's IWM Position: Q2 2026 in Review

Xponance sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 1,178 shares — an estimated $292K sold.

Xponance first reported a position in IWM in Q2 2014 and held it in 26 quarters. The position peaked at $1.14M in Q1 2023. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Xponance reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
  • Xponance sold 1,178 iShares Russell 2000 ETF shares in Q2 2026, an estimated $292K.
  • Xponance first reported a position in iShares Russell 2000 ETF in Q2 2014 and held it in 26 quarters.
  • Xponance's iShares Russell 2000 ETF position peaked at $1.14M in Q1 2023.
  • 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.