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

Apollon 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	$4.08M	Sell	13,588 -13	-0.1%	-$3.65K	0.05%	310
2026 Q1	$3.37M	Sell	13,601 -1,276	-9%	-$329K	0.05%	276
2025 Q4	$3.66M	Buy	14,877 +3,107	+26%	+$764K	0.06%	253
2025 Q3	$2.85M	Sell	11,770 -782	-6%	-$179K	0.05%	308
2025 Q2	$2.71M	Sell	12,552 -1,032	-8%	-$208K	0.05%	292
2025 Q1	$2.71M	Sell	13,584 -128	-0.9%	-$27.8K	0.06%	270
2024 Q4	$3.03M	Sell	13,712 -3,257	-19%	-$743K	0.07%	258
2024 Q3	$3.75M	Sell	16,969 -116	-0.7%	-$24.8K	0.11%	170
2024 Q2	$3.47M	Sell	17,085 -1,125	-6%	-$227K	0.11%	174
2024 Q1	$3.83M	Sell	18,210 -4,337	-19%	-$865K	0.12%	153
2023 Q4	$4.53M	Buy	22,547 +2,038	+10%	+$365K	0.16%	120
2023 Q3	$3.62M	Buy	20,509 +5,213	+34%	+$979K	0.18%	110
2023 Q2	$2.86M	Sell	15,296 -553	-3%	-$98.6K	0.14%	154
2023 Q1	$2.83M	Buy	15,849 +1,618	+11%	+$298K	0.17%	122
2022 Q4	$2.48M	Sell	14,231 -9,030	-39%	-$1.61M	0.18%	127
2022 Q3	$3.84M	Buy	23,261 +1,367	+6%	+$249K	0.32%	64
2022 Q2	$3.71M	Sell	21,894 -4,649	-18%	-$857K	0.31%	64
2022 Q1	$5.45M	Buy	26,543 +18,000	+211%	+$3.67M	0.39%	49
2021 Q4	$1.82M	Buy	8,543 +4,257	+99%	+$962K	0.14%	165
2021 Q3	$938K	Buy	4,286 +563	+15%	+$125K	0.13%	150
2021 Q2	$854K	Buy	3,723 +2	+0.1%	+$450	0.15%	125
2021 Q1	$822K	Buy	+3,721	New	+$812K	0.16%	130
2020 Q4	–	Sell	-1,567	Closed	-$235K	–	230
2020 Q3	$235K	Hold	1,567	–	–	0.11%	131
2020 Q2	$224K	Sell	1,567 -4,290	-73%	-$563K	0.12%	91
2020 Q1	$670K	Sell	5,857 -1,945	-25%	-$290K	0.69%	31
2019 Q4	$1.29M	Buy	7,802 +1,374	+21%	+$217K	1.14%	21
2019 Q3	$973K	Buy	+6,428	New	+$982K	1.02%	23

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

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

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

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

Apollon Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.1% in Q2 2026, selling an estimated $3.65K and leaving 13,588 shares worth $4.08M. The position accounts for 0.05% of the portfolio, ranked #310.

Apollon Wealth Management first reported a position in IWM in Q3 2019 and has held it in 27 quarters since. The position peaked at $5.45M in Q1 2022. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Apollon Wealth Management held 13,588 shares of iShares Russell 2000 ETF worth $4.08M as of Q2 2026.
Apollon Wealth Management sold 13 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.65K.
iShares Russell 2000 ETF made up 0.05% of Apollon Wealth Management's portfolio in Q2 2026, its #310 holding.
Apollon Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2019 and has held it in 27 quarters since.
Apollon Wealth Management's iShares Russell 2000 ETF position peaked at $5.45M in Q1 2022.
936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.