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

Alpha Omega 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	$346K	Hold	1,150	–	–	0.05%	168
2026 Q1	$285K	Hold	1,150	–	–	0.05%	178
2025 Q4	$283K	Hold	1,150	–	–	0.05%	180
2025 Q3	$278K	Hold	1,150	–	–	0.05%	180
2025 Q2	$248K	Hold	1,150	–	–	0.04%	187
2025 Q1	$229K	Hold	1,150	–	–	0.04%	188
2024 Q4	$254K	Hold	1,150	–	–	0.05%	181
2024 Q3	$254K	Hold	1,150	–	–	0.05%	185
2024 Q2	$233K	Hold	1,150	–	–	0.04%	188
2024 Q1	$242K	Sell	1,150 -50	-4%	-$9.97K	0.04%	191
2023 Q4	$241K	Hold	1,200	–	–	0.04%	191
2023 Q3	$212K	Hold	1,200	–	–	0.04%	192
2023 Q2	$225K	Sell	1,200 -22	-2%	-$3.92K	0.04%	192
2023 Q1	$218K	Hold	1,222	–	–	0.04%	198
2022 Q4	$213K	Hold	1,222	–	–	0.04%	199
2022 Q3	$202K	Hold	1,222	–	–	0.04%	196
2022 Q2	$207K	Hold	1,222	–	–	0.04%	203
2022 Q1	$251K	Hold	1,222	–	–	0.04%	195
2021 Q4	$262K	Buy	1,222 +22	+2%	+$4.97K	0.04%	199
2021 Q3	$263K	Hold	1,200	–	–	0.04%	190
2021 Q2	$275K	Hold	1,200	–	–	0.05%	195
2021 Q1	$265K	Hold	1,200	–	–	0.05%	189
2020 Q4	$235K	Buy	+1,200	New	+$210K	0.04%	193
2020 Q1	–	Sell	-1,208	Closed	-$200K	–	208
2019 Q4	$200K	Buy	+1,208	New	+$191K	0.03%	212
2019 Q3	–	Sell	-1,208	Closed	-$188K	–	393
2019 Q2	$188K	Hold	1,208	–	–	0.08%	135
2019 Q1	$185K	Buy	1,208 +8	+0.7%	+$1.2K	0.08%	138
2018 Q4	$161K	Hold	1,200	–	–	0.08%	136
2018 Q3	$202K	Sell	1,200 -4	-0.3%	-$675	0.09%	128
2018 Q2	$197K	Hold	1,204	–	–	0.1%	122
2018 Q1	$183K	Buy	1,204 +4	+0.3%	+$618	0.09%	123
2017 Q4	$183K	Hold	1,200	–	–	0.09%	128
2017 Q3	$178K	Hold	1,200	–	–	0.09%	133
2017 Q2	$169K	Hold	1,200	–	–	0.09%	137
2017 Q1	$165K	Hold	1,200	–	–	0.09%	138
2016 Q4	$162K	Buy	+1,200	New	+$153K	0.09%	142

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

Alpha Omega Wealth Management's IWM Position: Q2 2026 in Review

Alpha Omega Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,150 shares worth $346K. The position accounts for 0.05% of the portfolio, ranked #168.

Alpha Omega Wealth Management first reported a position in IWM in Q4 2016 and has held it in 35 quarters since. 959 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Alpha Omega Wealth Management held 1,150 shares of iShares Russell 2000 ETF worth $346K as of Q2 2026.
Alpha Omega Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.05% of Alpha Omega Wealth Management's portfolio in Q2 2026, its #168 holding.
Alpha Omega Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 35 quarters since.
959 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Alpha Omega Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.