Beacon Financial Strategies’s iShares Russell 2000 ETF IWM Stock Holding History

Beacon Financial Strategies’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	$152K	Sell	505 -43	-8%	-$12.1K	0.08%	58
2026 Q1	$136K	Hold	548	–	–	0.08%	48
2025 Q4	$135K	Buy	+548	New	+$135K	0.08%	50
2022 Q2	–	Sell	-1,143	Closed	-$235K	–	35
2022 Q1	$235K	Buy	1,143 +200	+21%	+$40.8K	0.2%	31
2021 Q4	$210K	Buy	943 +3	+0.3%	+$678	0.18%	33
2021 Q3	$206K	Sell	940 -89	-9%	-$19.7K	0.19%	33
2021 Q2	$236K	Buy	+1,029	New	+$231K	0.2%	30

Other funds holding IWM

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

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

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Beacon Financial Strategies's IWM Position: Q2 2026 in Review

Beacon Financial Strategies reduced its iShares Russell 2000 ETF (IWM) stake by 7.8% in Q2 2026, selling an estimated $12.1K and leaving 505 shares worth $152K. The position accounts for 0.08% of the portfolio, ranked #58.

Beacon Financial Strategies first reported a position in IWM in Q2 2021 and has held it in 7 quarters since. The position peaked at $236K in Q2 2021. 483 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Beacon Financial Strategies held 505 shares of iShares Russell 2000 ETF worth $152K as of Q2 2026.
Beacon Financial Strategies sold 43 iShares Russell 2000 ETF shares in Q2 2026, an estimated $12.1K.
iShares Russell 2000 ETF made up 0.08% of Beacon Financial Strategies's portfolio in Q2 2026, its #58 holding.
Beacon Financial Strategies first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 7 quarters since.
Beacon Financial Strategies's iShares Russell 2000 ETF position peaked at $236K in Q2 2021.
483 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.