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

Accel 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 		$933K Sell
3,104
-140
-4% -$39.3K 0.21% 106
2026
Q1 		$805K Sell
3,244
-60
-2% -$15.5K 0.21% 109
2025
Q4 		$813K Sell
3,304
-54
-2% -$13.3K 0.22% 107
2025
Q3 		$813K Sell
3,358
-183
-5% -$42K 0.24% 98
2025
Q2 		$764K Sell
3,541
-4
-0.1% -$805 0.26% 92
2025
Q1 		$707K Buy
3,545
+92
+3% +$20K 0.26% 91
2024
Q4 		$763K Sell
3,453
-42
-1% -$9.58K 0.29% 85
2024
Q3 		$772K Buy
3,495
+69
+2% +$14.8K 0.29% 86
2024
Q2 		$695K Buy
3,426
+164
+5% +$33.1K 0.28% 90
2024
Q1 		$686K Buy
3,262
+247
+8% +$49.3K 0.29% 84
2023
Q4 		$605K Buy
+3,015
New +$540K 0.3% 83
2023
Q2 		– Sell
-128
Closed -$22.8K – 528
2023
Q1 		$22.8K Hold
128
– – 0.01% 667
2022
Q4 		$22.3K Hold
128
– – 0.01% 522
2022
Q3 		$23K Hold
128
– – 0.01% 520
2022
Q2 		$22K Sell
128
-40
-24% -$7.37K 0.01% 522
2022
Q1 		$35K Hold
168
– – 0.02% 440
2021
Q4 		$37K Hold
168
– – 0.02% 440
2021
Q3 		$37K Hold
168
– – 0.02% 379
2021
Q2 		$39K Hold
168
– – 0.03% 390
2021
Q1 		$37K Sell
168
-28
-14% -$6.11K 0.03% 374
2020
Q4 		$38K Buy
+196
New +$34.3K 0.04% 350

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

Accel Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 4.3% in Q2 2026, selling an estimated $39.3K and leaving 3,104 shares worth $933K. The position accounts for 0.21% of the portfolio, ranked #106.

Accel Wealth Management first reported a position in IWM in Q4 2020 and has held it in 21 quarters since. 1,116 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Accel Wealth Management held 3,104 shares of iShares Russell 2000 ETF worth $933K as of Q2 2026.
  • Accel Wealth Management sold 140 iShares Russell 2000 ETF shares in Q2 2026, an estimated $39.3K.
  • iShares Russell 2000 ETF made up 0.21% of Accel Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Accel Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 21 quarters since.
  • 1,116 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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