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Zullo Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History

Zullo Investment Group’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 		$497K Hold
1,653
– – 0.17% 98
2026
Q1 		$410K Sell
1,653
-74
-4% -$19.1K 0.16% 103
2025
Q4 		$425K Hold
1,727
– – 0.16% 99
2025
Q3 		$418K Sell
1,727
-24
-1% -$5.51K 0.15% 101
2025
Q2 		$378K Buy
1,751
+2
+0.1% +$402 0.15% 102
2025
Q1 		$349K Buy
1,749
+1
+0.1% +$217 0.15% 106
2024
Q4 		$386K Sell
1,748
-100
-5% -$22.8K 0.16% 99
2024
Q3 		$408K Sell
1,848
-98
-5% -$21K 0.17% 100
2024
Q2 		$395K Buy
1,946
+4
+0.2% +$808 0.17% 100
2024
Q1 		$408K Buy
1,942
+685
+54% +$137K 0.19% 97
2023
Q4 		$252K Sell
1,257
-10
-0.8% -$1.79K 0.13% 124
2023
Q3 		$224K Sell
1,267
-4
-0.3% -$751 0.13% 125
2023
Q2 		$238K Sell
1,271
-40
-3% -$7.13K 0.14% 119
2023
Q1 		$234K Buy
1,311
+23
+2% +$4.24K 0.15% 119
2022
Q4 		$225K Sell
1,288
-47
-4% -$8.36K 0.14% 120
2022
Q3 		$220K Sell
1,335
-48
-3% -$8.76K 0.14% 119
2022
Q2 		$234K Sell
1,383
-350
-20% -$64.5K 0.15% 121
2022
Q1 		$356K Buy
1,733
+68
+4% +$13.9K 0.18% 103
2021
Q4 		$370K Buy
+1,665
New +$376K 0.19% 106

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

Zullo Investment Group's IWM Position: Q2 2026 in Review

Zullo Investment Group held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,653 shares worth $497K. The position accounts for 0.17% of the portfolio, ranked #98.

Zullo Investment Group first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Zullo Investment Group held 1,653 shares of iShares Russell 2000 ETF worth $497K as of Q2 2026.
  • Zullo Investment Group left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.17% of Zullo Investment Group's portfolio in Q2 2026, its #98 holding.
  • Zullo Investment Group first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.