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

Abound 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 		$122K Buy
407
+115
+39% +$32.3K 0.02% 142
2026
Q1 		$72.4K Buy
292
+7
+2% +$1.81K 0.02% 188
2025
Q4 		$70.1K Hold
285
– – 0.02% 179
2025
Q3 		$68.9K Sell
285
-34
-11% -$7.8K 0.02% 174
2025
Q2 		$68.8K Sell
319
-11
-3% -$2.21K 0.02% 165
2025
Q1 		$65.8K Sell
330
-82
-20% -$17.8K 0.02% 151
2024
Q4 		$90.9K Sell
412
-22
-5% -$5.02K 0.03% 114
2024
Q3 		$96K Buy
434
+29
+7% +$6.21K 0.03% 109
2024
Q2 		$82.2K Sell
405
-8
-2% -$1.62K 0.03% 105
2024
Q1 		$86.9K Buy
413
+174
+73% +$34.7K 0.03% 100
2023
Q4 		$47.9K Sell
239
-10
-4% -$1.79K 0.02% 154
2023
Q3 		$44.1K Buy
249
+131
+111% +$24.6K 0.02% 146
2023
Q2 		$22.1K Sell
118
-26
-18% -$4.64K 0.01% 207
2023
Q1 		$25.8K Buy
144
+26
+22% +$4.79K 0.01% 178
2022
Q4 		$20.6K Hold
118
– – 0.01% 191
2022
Q3 		$19.4K Hold
118
– – 0.01% 193
2022
Q2 		$19.9K Buy
118
+1
+0.9% +$184 0.01% 81
2022
Q1 		$24.1K Hold
117
– – 0.02% 77
2021
Q4 		$26.1K Buy
+117
New +$26.4K 0.02% 75

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

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

Abound Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 39% in Q2 2026, buying an estimated $32.3K and bringing the position to 407 shares worth $122K. The position accounts for 0.02% of the portfolio, ranked #142.

Abound Wealth Management first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Abound Wealth Management held 407 shares of iShares Russell 2000 ETF worth $122K as of Q2 2026.
  • Abound Wealth Management bought 115 iShares Russell 2000 ETF shares in Q2 2026, an estimated $32.3K.
  • iShares Russell 2000 ETF made up 0.02% of Abound Wealth Management's portfolio in Q2 2026, its #142 holding.
  • Abound Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.