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Anderson Hoagland & Co’s iShares Russell 2000 ETF IWM Stock Holding History

Anderson Hoagland & Co’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 		$56.8M Sell
189,028
-250
-0.1% -$70.3K 4.45% 3
2026
Q1 		$46.9M Buy
189,278
+655
+0.3% +$169K 4.04% 4
2025
Q4 		$46.4M Buy
188,623
+7,393
+4% +$1.82M 3.99% 4
2025
Q3 		$43.9M Buy
181,230
+2,883
+2% +$662K 3.93% 4
2025
Q2 		$38.5M Buy
178,347
+333
+0.2% +$67K 3.67% 5
2025
Q1 		$31.1M Sell
178,014
-7,304
-4% -$1.58M 3.69% 4
2024
Q4 		$41.8M Sell
185,318
-17,115
-8% -$3.9M 4.3% 2
2024
Q3 		$44.4M Hold
202,433
– – 4.53% 2
2024
Q2 		$40.8M Sell
202,433
-65
-0% -$13.1K 4.28% 2
2024
Q1 		$40.7M Buy
202,498
+6,983
+4% +$1.39M 4.56% 2
2023
Q4 		$37.3M Buy
195,515
+15,330
+9% +$2.75M 4.58% 2
2023
Q3 		$31.8M Buy
180,185
+270
+0.2% +$50.7K 4.26% 4
2023
Q2 		$33.7M Buy
179,915
+8,734
+5% +$1.56M 4.33% 4
2023
Q1 		$30.5M Sell
171,181
-26
-0% -$4.79K 4.38% 4
2022
Q4 		$31.2M Buy
171,207
+1,077
+0.6% +$192K 4.53% 3
2022
Q3 		$28.1M Sell
170,130
-9,174
-5% -$1.67M 4.49% 3
2022
Q2 		$31.5M Sell
179,304
-133
-0.1% -$24.5K 4.73% 3
2022
Q1 		$36.8M Buy
179,437
+38,860
+28% +$7.93M 4.74% 3
2021
Q4 		$28.3M Buy
140,577
+4,223
+3% +$954K 3.71% 4
2021
Q3 		$29.8M Buy
136,354
+404
+0.3% +$89.6K 3.8% 4
2021
Q2 		$31.2M Buy
135,950
+1,932
+1% +$434K 3.97% 4
2021
Q1 		$29.6M Buy
134,018
+11,393
+9% +$2.49M 4.19% 3
2020
Q4 		$24M Buy
+122,625
New +$21.5M 3.81% 6

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Anderson Hoagland & Co's IWM Position: Q2 2026 in Review

Anderson Hoagland & Co reduced its iShares Russell 2000 ETF (IWM) stake by 0.13% in Q2 2026, selling an estimated $70.3K and leaving 189,028 shares worth $56.8M. The position accounts for 4.45% of the portfolio, ranked #3.

Anderson Hoagland & Co first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Anderson Hoagland & Co held 189,028 shares of iShares Russell 2000 ETF worth $56.8M as of Q2 2026.
  • Anderson Hoagland & Co sold 250 iShares Russell 2000 ETF shares in Q2 2026, an estimated $70.3K.
  • iShares Russell 2000 ETF made up 4.45% of Anderson Hoagland & Co's portfolio in Q2 2026, its #3 holding.
  • Anderson Hoagland & Co first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
  • 526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Anderson Hoagland & Co's 13F filing for Q2 2026, filed 6 Jul 2026.