1WA
IWM icon

180 Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

180 Wealth Advisors’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 		$491K Buy
1,635
+26
+2% +$7.31K 0.05% 282
2026
Q1 		$399K Buy
1,609
+31
+2% +$8K 0.05% 309
2025
Q4 		$388K Sell
1,578
-8
-0.5% -$1.97K 0.04% 307
2025
Q3 		$384K Sell
1,586
-109
-6% -$25K 0.05% 308
2025
Q2 		$366K Buy
1,695
+124
+8% +$25K 0.05% 294
2025
Q1 		$313K Buy
1,571
+72
+5% +$15.6K 0.05% 312
2024
Q4 		$331K Buy
1,499
+9
+0.6% +$2.05K 0.05% 302
2024
Q3 		$329K Buy
1,490
+54
+4% +$11.6K 0.05% 316
2024
Q2 		$302K Buy
1,436
+71
+5% +$14.3K 0.05% 317
2024
Q1 		$287K Buy
+1,365
New +$272K 0.05% 304
2022
Q2 		– Sell
-1,137
Closed -$229K – 385
2022
Q1 		$229K Buy
1,137
+10
+0.9% +$2.04K 0.05% 328
2021
Q4 		$222K Hold
1,127
– – 0.05% 333
2021
Q3 		$254K Buy
+1,127
New +$250K 0.06% 309

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

180 Wealth Advisors's IWM Position: Q2 2026 in Review

180 Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q2 2026, buying an estimated $7.31K and bringing the position to 1,635 shares worth $491K. The position accounts for 0.05% of the portfolio, ranked #282.

180 Wealth Advisors first reported a position in IWM in Q3 2021 and has held it in 13 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • 180 Wealth Advisors held 1,635 shares of iShares Russell 2000 ETF worth $491K as of Q2 2026.
  • 180 Wealth Advisors bought 26 iShares Russell 2000 ETF shares in Q2 2026, an estimated $7.31K.
  • iShares Russell 2000 ETF made up 0.05% of 180 Wealth Advisors's portfolio in Q2 2026, its #282 holding.
  • 180 Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q3 2021 and has held it in 13 quarters since.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.