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

Activest 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	$343K	Sell	1,141 -71	-6%	-$20K	0.07%	85
2026 Q1	$301K	Sell	1,212 -861	-42%	-$222K	0.05%	115
2025 Q4	$510K	Sell	2,073 -3,391	-62%	-$834K	0.1%	91
2025 Q3	$1.32M	Sell	5,464 -425	-7%	-$97.5K	0.27%	42
2025 Q2	$1.27M	Buy	5,889 +971	+20%	+$195K	0.31%	38
2025 Q1	$981K	Buy	4,918 +985	+25%	+$214K	0.26%	47
2024 Q4	$869K	Sell	3,933 -1,382	-26%	-$315K	0.24%	47
2024 Q3	$1.17M	Sell	5,315 -793	-13%	-$170K	0.36%	35
2024 Q2	$1.24M	Sell	6,108 -168	-3%	-$34K	0.41%	32
2024 Q1	$1.32M	Sell	6,276 -387	-6%	-$77.2K	0.64%	21
2023 Q4	$1.34M	Buy	6,663 +252	+4%	+$45.1K	0.74%	19
2023 Q3	$1.13M	Buy	+6,411	New	+$1.2M	0.7%	19
2023 Q2	–	Sell	-6,380	Closed	-$1.12M	–	355
2023 Q1	$1.12M	Buy	+6,380	New	+$1.17M	0.72%	18
2022 Q3	–	Sell	-10,479	Closed	-$1.77M	–	534
2022 Q2	$1.77M	Buy	10,479 +1,821	+21%	+$336K	1.25%	9
2022 Q1	$1.78M	Buy	8,658 +2,814	+48%	+$574K	1.14%	9
2021 Q4	$1.3M	Buy	5,844 +832	+17%	+$188K	0.8%	17
2021 Q3	$1.1M	Sell	5,012 -785	-14%	-$174K	0.73%	17
2021 Q2	$1.33M	Buy	5,797 +3,216	+125%	+$723K	1%	12
2021 Q1	$570K	Buy	+2,581	New	+$564K	0.47%	24

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

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

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

Activest Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 5.9% in Q2 2026, selling an estimated $20K and leaving 1,141 shares worth $343K. The position accounts for 0.07% of the portfolio, ranked #85.

Activest Wealth Management first reported a position in IWM in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.78M in Q1 2022. 991 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Activest Wealth Management held 1,141 shares of iShares Russell 2000 ETF worth $343K as of Q2 2026.
Activest Wealth Management sold 71 iShares Russell 2000 ETF shares in Q2 2026, an estimated $20K.
iShares Russell 2000 ETF made up 0.07% of Activest Wealth Management's portfolio in Q2 2026, its #85 holding.
Activest Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 19 quarters since.
Activest Wealth Management's iShares Russell 2000 ETF position peaked at $1.78M in Q1 2022.
991 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.