Y.D. More Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Y.D. More Investments’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	$77.8K	Sell	259 -191	-42%	-$53.7K	﹤0.01%	301
2026 Q1	$110K	Hold	450	–	–	﹤0.01%	247
2025 Q4	$111K	Buy	450 +250	+125%	+$61.5K	0.01%	236
2025 Q3	$48.4K	Hold	200	–	–	﹤0.01%	296
2025 Q2	$43.2K	Hold	200	–	–	﹤0.01%	309
2025 Q1	$39.9K	Buy	+200	New	+$43.4K	﹤0.01%	319
2024 Q2	–	Sell	-255	Closed	-$53.6K	–	461
2024 Q1	$53.6K	Buy	+255	New	+$50.9K	0.01%	234
2023 Q2	–	Sell	-120	Closed	-$21.4K	–	339
2023 Q1	$21.4K	Sell	120 -128	-52%	-$23.6K	﹤0.01%	269
2022 Q4	$43.1K	Buy	+248	New	+$44.1K	0.01%	260

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

Y.D. More Investments's IWM Position: Q2 2026 in Review

Y.D. More Investments reduced its iShares Russell 2000 ETF (IWM) stake by 42% in Q2 2026, selling an estimated $53.7K and leaving 259 shares worth $77.8K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Y.D. More Investments first reported a position in IWM in Q4 2022 and has held it in 9 quarters since. The position peaked at $111K in Q4 2025. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Y.D. More Investments held 259 shares of iShares Russell 2000 ETF worth $77.8K as of Q2 2026.
Y.D. More Investments sold 191 iShares Russell 2000 ETF shares in Q2 2026, an estimated $53.7K.
iShares Russell 2000 ETF made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #301 holding.
Y.D. More Investments first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 9 quarters since.
Y.D. More Investments's iShares Russell 2000 ETF position peaked at $111K in Q4 2025.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.