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

Bar Harbor 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	$660K	Hold	2,198	–	–	0.04%	169
2026 Q1	$545K	Sell	2,198 -58	-3%	-$15K	0.03%	173
2025 Q4	$555K	Hold	2,256	–	–	0.03%	181
2025 Q3	$546K	Hold	2,256	–	–	0.03%	183
2025 Q2	$487K	Sell	2,256 -50	-2%	-$10.1K	0.03%	182
2025 Q1	$460K	Hold	2,306	–	–	0.03%	184
2024 Q4	$510K	Hold	2,306	–	–	0.03%	178
2024 Q3	$509K	Hold	2,306	–	–	0.03%	185
2024 Q2	$468K	Sell	2,306 -80	-3%	-$16.2K	0.03%	187
2024 Q1	$502K	Sell	2,386 -200	-8%	-$39.9K	0.03%	184
2023 Q4	$519K	Hold	2,586	–	–	0.04%	178
2023 Q3	$457K	Sell	2,586 -363	-12%	-$68.1K	0.04%	188
2023 Q2	$552K	Sell	2,949 -158	-5%	-$28.2K	0.04%	178
2023 Q1	$554K	Sell	3,107 -200	-6%	-$36.8K	0.04%	174
2022 Q4	$577K	Sell	3,307 -254	-7%	-$45.2K	0.05%	176
2022 Q3	$588K	Hold	3,561	–	–	0.05%	173
2022 Q2	$603K	Buy	+3,561	New	+$656K	0.05%	174

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

Bar Harbor Wealth Management's IWM Position: Q2 2026 in Review

Bar Harbor Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 2,198 shares worth $660K. The position accounts for 0.04% of the portfolio, ranked #169.

Bar Harbor Wealth Management first reported a position in IWM in Q2 2022 and has held it in 17 quarters since. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Bar Harbor Wealth Management held 2,198 shares of iShares Russell 2000 ETF worth $660K as of Q2 2026.
Bar Harbor Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.04% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #169 holding.
Bar Harbor Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 17 quarters since.
936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.