AIM
IWM icon

Acropolis Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Acropolis Investment 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 		$5.4M Sell
17,963
-989
-5% -$278K 0.21% 47
2026
Q1 		$4.7M Buy
18,952
+49
+0.3% +$12.6K 0.21% 49
2025
Q4 		$4.65M Buy
18,903
+548
+3% +$135K 0.21% 48
2025
Q3 		$3.96M Buy
18,355
+3,722
+25% +$854K 0.2% 47
2025
Q2 		$3.16M Hold
14,633
– – 0.17% 52
2025
Q1 		$2.92M Sell
14,633
-185
-1% -$40.1K 0.17% 55
2024
Q4 		$3.27M Sell
14,818
-24
-0.2% -$5.47K 0.19% 49
2024
Q3 		$3.28M Sell
14,842
-5
-0% -$1.07K 0.19% 49
2024
Q2 		$3.01M Sell
14,847
-310
-2% -$62.6K 0.19% 52
2024
Q1 		$3.19M Sell
15,157
-215
-1% -$42.9K 0.21% 47
2023
Q4 		$3.09M Buy
15,372
+297
+2% +$53.2K 0.22% 46
2023
Q3 		$2.66M Hold
15,075
– – 0.21% 48
2023
Q2 		$2.82M Sell
15,075
-2,085
-12% -$372K 0.22% 49
2023
Q1 		$3.06M Sell
17,160
-685
-4% -$126K 0.25% 44
2022
Q4 		$3.11M Buy
17,845
+1
+0% +$178 0.28% 37
2022
Q3 		$2.94M Sell
17,844
-130
-0.7% -$23.7K 0.3% 38
2022
Q2 		$3.04M Sell
17,974
-22
-0.1% -$4.06K 0.3% 36
2022
Q1 		$3.69M Sell
17,996
-107
-0.6% -$21.8K 0.34% 35
2021
Q4 		$4.03M Buy
18,103
+4,472
+33% +$1.01M 0.36% 28
2021
Q3 		$2.68M Buy
13,631
+23
+0.2% +$5.1K 0.32% 36
2021
Q2 		$3.12M Sell
13,608
-250
-2% -$56.2K 0.3% 35
2021
Q1 		$3.06M Sell
13,858
-1,879
-12% -$410K 0.31% 32
2020
Q4 		$3.08M Buy
15,737
+28
+0.2% +$4.9K 0.34% 30
2020
Q3 		$2.35M Buy
15,709
+69
+0.4% +$10.4K 0.29% 34
2020
Q2 		$2.24M Sell
15,640
-2,535
-14% -$333K 0.3% 32
2020
Q1 		$2.08M Buy
18,175
+1,229
+7% +$183K 0.33% 31
2019
Q4 		$2.77M Sell
16,946
-690
-4% -$109K 0.38% 28
2019
Q3 		$2.62M Buy
17,636
+222
+1% +$33.9K 0.38% 27
2019
Q2 		$2.71M Sell
17,414
-118
-0.7% -$18.2K 0.41% 27
2019
Q1 		$2.68M Sell
17,532
-115
-0.7% -$17.3K 0.42% 26
2018
Q4 		$2.35M Buy
17,647
+4,490
+34% +$670K 0.41% 28
2018
Q3 		$2.22M Sell
13,157
-306
-2% -$51.7K 0.36% 26
2018
Q2 		$2.21M Sell
13,463
-119
-0.9% -$19K 0.36% 25
2018
Q1 		$2.06M Sell
13,582
-65
-0.5% -$10K 0.34% 30
2017
Q4 		$2.08M Sell
13,647
-880
-6% -$132K 0.32% 30
2017
Q3 		$2.15M Buy
14,527
+240
+2% +$33.8K 0.35% 28
2017
Q2 		$2.01M Sell
14,287
-91
-0.6% -$12.6K 0.34% 33
2017
Q1 		$1.98M Sell
14,378
-441
-3% -$60.3K 0.35% 36
2016
Q4 		$2M Sell
14,819
-1,224
-8% -$156K 0.37% 37
2016
Q3 		$1.99M Sell
16,043
-470
-3% -$57.1K 0.37% 33
2016
Q2 		$1.9M Sell
16,513
-815
-5% -$91.9K 0.36% 37
2016
Q1 		$1.92M Sell
17,328
-203
-1% -$21K 0.37% 37
2015
Q4 		$1.97M Buy
17,531
+123
+0.7% +$14.2K 0.39% 33
2015
Q3 		$1.9M Sell
17,408
-306
-2% -$36.3K 0.39% 31
2015
Q2 		$2.21M Sell
17,714
-842
-5% -$105K 0.43% 28
2015
Q1 		$2.31M Buy
18,556
+1,764
+11% +$213K 0.43% 33
2014
Q4 		$2.01M Sell
16,792
-69
-0.4% -$7.89K 0.39% 38
2014
Q3 		$1.84M Sell
16,861
-353
-2% -$40.4K 0.37% 41
2014
Q2 		$2.04M Sell
17,214
-615
-3% -$69.8K 0.41% 35
2014
Q1 		$2.07M Sell
17,829
-1,274
-7% -$147K 0.42% 35
2013
Q4 		$2.2M Sell
19,103
-4,540
-19% -$501K 0.48% 35
2013
Q3 		$2.52M Sell
23,643
-5,409
-19% -$560K 0.53% 32
2013
Q2 		$2.82M Buy
+29,052
New +$2.77M 0.61% 30

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

Acropolis Investment Management's IWM Position: Q2 2026 in Review

Acropolis Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 5.2% in Q2 2026, selling an estimated $278K and leaving 17,963 shares worth $5.4M. The position accounts for 0.21% of the portfolio, ranked #47.

Acropolis Investment Management first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. 971 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Acropolis Investment Management held 17,963 shares of iShares Russell 2000 ETF worth $5.4M as of Q2 2026.
  • Acropolis Investment Management sold 989 iShares Russell 2000 ETF shares in Q2 2026, an estimated $278K.
  • iShares Russell 2000 ETF made up 0.21% of Acropolis Investment Management's portfolio in Q2 2026, its #47 holding.
  • Acropolis Investment Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
  • 971 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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