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Approach Retirement Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Approach Retirement Advisors’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 		$361K Hold
1,200
– – 0.26% 62
2026
Q1 		$298K Hold
1,200
– – 0.25% 69
2025
Q4 		$295K Buy
+1,200
New +$295K 0.25% 69

Other funds holding IWM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Approach Retirement Advisors's IWM Position: Q2 2026 in Review

Approach Retirement Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,200 shares worth $361K. The position accounts for 0.26% of the portfolio, ranked #62.

Approach Retirement Advisors first reported a position in IWM in Q4 2025 and has held it in 3 quarters since. 1,635 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Approach Retirement Advisors held 1,200 shares of iShares Russell 2000 ETF worth $361K as of Q2 2026.
  • Approach Retirement Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.26% of Approach Retirement Advisors's portfolio in Q2 2026, its #62 holding.
  • Approach Retirement Advisors first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,635 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.