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

Accurate 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	$5.42M	Buy	18,299 +16,900	+1,208%	+$4.75M	0.52%	37
2026 Q1	$366K	Buy	1,399 +398	+40%	+$103K	0.04%	383
2025 Q4	$260K	Sell	1,001 -24,058	-96%	-$5.91M	0.03%	431
2025 Q3	$6.21M	Buy	+25,059	New	+$5.75M	0.83%	18
2023 Q1	–	Sell	-435	Closed	-$78.6K	–	829
2022 Q4	$78.6K	Buy	+435	New	+$77.4K	0.03%	356
2021 Q3	–	Sell	-25,006	Closed	-$5.74M	–	145
2021 Q2	$5.74M	Buy	+25,006	New	+$5.62M	5.04%	4

Other funds holding IWM

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

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

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

Accurate Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 1,208% in Q2 2026, buying an estimated $4.75M and bringing the position to 18,299 shares worth $5.42M. The position accounts for 0.52% of the portfolio, ranked #37.

Accurate Wealth Management first reported a position in IWM in Q2 2021 and has held it in 6 quarters since. The position peaked at $6.21M in Q3 2025. 742 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Accurate Wealth Management held 18,299 shares of iShares Russell 2000 ETF worth $5.42M as of Q2 2026.
Accurate Wealth Management bought 16,900 iShares Russell 2000 ETF shares in Q2 2026, an estimated $4.75M.
iShares Russell 2000 ETF made up 0.52% of Accurate Wealth Management's portfolio in Q2 2026, its #37 holding.
Accurate Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 6 quarters since.
Accurate Wealth Management's iShares Russell 2000 ETF position peaked at $6.21M in Q3 2025.
742 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.