Ables Iannone Moore & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Ables Iannone Moore & Associates’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	$297K	Sell	988 -147	-13%	-$41.3K	0.16%	54
2026 Q1	$281K	Buy	1,135 +113	+11%	+$29.1K	0.17%	53
2025 Q4	$252K	Buy	1,022 +118	+13%	+$29K	0.14%	57
2025 Q3	$219K	Buy	+904	New	+$207K	0.13%	56
2024 Q2	–	Sell	-44	Closed	-$9.25K	–	62
2024 Q1	$9.25K	Sell	44 -100	-69%	-$19.9K	0.01%	67
2023 Q4	$28.9K	Buy	+144	New	+$25.8K	0.02%	123

Other funds holding IWM

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Ables Iannone Moore & Associates's IWM Position: Q2 2026 in Review

Ables Iannone Moore & Associates reduced its iShares Russell 2000 ETF (IWM) stake by 13% in Q2 2026, selling an estimated $41.3K and leaving 988 shares worth $297K. The position accounts for 0.16% of the portfolio, ranked #54.

Ables Iannone Moore & Associates first reported a position in IWM in Q4 2023 and has held it in 6 quarters since. 596 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Ables Iannone Moore & Associates held 988 shares of iShares Russell 2000 ETF worth $297K as of Q2 2026.
Ables Iannone Moore & Associates sold 147 iShares Russell 2000 ETF shares in Q2 2026, an estimated $41.3K.
iShares Russell 2000 ETF made up 0.16% of Ables Iannone Moore & Associates's portfolio in Q2 2026, its #54 holding.
Ables Iannone Moore & Associates first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 6 quarters since.
596 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Ables Iannone Moore & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.