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

Aprio 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 		$1.63M Hold
5,414
– – 0.08% 166
2026
Q1 		$1.34M Buy
5,414
+19
+0.4% +$4.9K 0.07% 155
2025
Q4 		$1.37M Buy
5,395
+310
+6% +$76.2K 0.08% 155
2025
Q3 		$1.23M Sell
5,085
-62
-1% -$14.2K 0.12% 111
2025
Q2 		$1.11M Sell
5,147
-532
-9% -$107K 0.13% 101
2025
Q1 		$1.13M Buy
5,679
+65
+1% +$14.1K 0.14% 99
2024
Q4 		$1.24M Buy
5,614
+166
+3% +$37.8K 0.18% 74
2024
Q3 		$1.2M Sell
5,448
-223
-4% -$47.7K 0.19% 70
2024
Q2 		$1.15M Sell
5,671
-632
-10% -$128K 0.21% 62
2024
Q1 		$1.33M Buy
6,303
+318
+5% +$63.4K 0.26% 47
2023
Q4 		$1.2M Sell
5,985
-10,723
-64% -$1.92M 0.27% 45
2023
Q3 		$2.95M Buy
16,708
+11,063
+196% +$2.08M 0.81% 25
2023
Q2 		$1.06M Sell
5,645
-1,105
-16% -$197K 0.29% 43
2023
Q1 		$1.2M Buy
6,750
+829
+14% +$153K 0.37% 33
2022
Q4 		$1.03M Sell
5,921
-15,665
-73% -$2.79M 0.36% 33
2022
Q3 		$3.56M Buy
21,586
+19,986
+1,249% +$3.65M 1.43% 19
2022
Q2 		$271K Sell
1,600
-134
-8% -$24.7K 0.11% 80
2022
Q1 		$356K Sell
1,734
-2,516
-59% -$513K 0.14% 61
2021
Q4 		$945K Sell
4,250
-8,702
-67% -$1.97M 0.4% 36
2021
Q3 		$2.83M Sell
12,952
-489
-4% -$108K 1.29% 19
2021
Q2 		$3.08M Buy
+13,441
New +$3.02M 1.46% 14
2020
Q4 		$2.93M Buy
14,962
+6,350
+74% +$1.11M 1.94% 11
2020
Q3 		$1.29M Buy
+8,612
New +$1.3M 0.92% 21
2020
Q1 		– Sell
-41,159
Closed -$6.82M – 69
2019
Q4 		$6.82M Buy
+41,159
New +$6.5M 5.03% 5

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AI
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

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

Aprio Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 5,414 shares worth $1.63M. The position accounts for 0.08% of the portfolio, ranked #166.

Aprio Wealth Management first reported a position in IWM in Q4 2019 and has held it in 24 quarters since. The position peaked at $6.82M in Q4 2019. 1,350 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Aprio Wealth Management held 5,414 shares of iShares Russell 2000 ETF worth $1.63M as of Q2 2026.
  • Aprio Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.08% of Aprio Wealth Management's portfolio in Q2 2026, its #166 holding.
  • Aprio Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 24 quarters since.
  • Aprio Wealth Management's iShares Russell 2000 ETF position peaked at $6.82M in Q4 2019.
  • 1,350 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.