Yukon Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Yukon Wealth Management’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	$625K	Buy	+2,080	New	+$585K	0.18%	78
2025 Q4	–	Sell	-2,065	Closed	-$500K	–	100
2025 Q3	$500K	Buy	2,065 +5	+0.2%	+$1.15K	0.16%	80
2025 Q2	$444K	Buy	2,060 +6	+0.3%	+$1.21K	0.16%	87
2025 Q1	$410K	Buy	+2,054	New	+$446K	0.17%	86

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

Yukon Wealth Management's IWM Position: Q2 2026 in Review

Yukon Wealth Management opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 2,080 shares worth $625K. The stake represents 0.18% of the portfolio and ranks #78 among its holdings. This is a return to the name: Yukon Wealth Management previously reported a position in IWM as recently as Q3 2025.

Yukon Wealth Management first reported a position in IWM in Q1 2025 and has held it in 4 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Yukon Wealth Management held 2,080 shares of iShares Russell 2000 ETF worth $625K as of Q2 2026.
iShares Russell 2000 ETF was a new Yukon Wealth Management position in Q2 2026.
iShares Russell 2000 ETF made up 0.18% of Yukon Wealth Management's portfolio in Q2 2026, its #78 holding.
Yukon Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2025 and has held it in 4 quarters since.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Yukon Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.