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

Zhang 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 		$235K Buy
+783
New +$220K 0.01% 365
2020
Q1 		– Sell
-1,856
Closed -$307K – 99
2019
Q4 		$307K Buy
+1,856
New +$293K 0.12% 76

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

Zhang Financial's IWM Position: Q2 2026 in Review

Zhang Financial opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 783 shares worth $235K. The stake represents 0.01% of the portfolio and ranks #365 among its holdings. This is a return to the name: Zhang Financial previously reported a position in IWM as recently as Q4 2019.

Zhang Financial first reported a position in IWM in Q4 2019 and has held it in 2 quarters since. The position peaked at $307K in Q4 2019. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Zhang Financial held 783 shares of iShares Russell 2000 ETF worth $235K as of Q2 2026.
  • iShares Russell 2000 ETF was a new Zhang Financial position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #365 holding.
  • Zhang Financial first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 2 quarters since.
  • Zhang Financial's iShares Russell 2000 ETF position peaked at $307K in Q4 2019.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.