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Beam Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Beam Wealth 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 		$4.09M Buy
13,607
+42
+0.3% +$11.8K 0.9% 24
2026
Q1 		$3.36M Sell
13,565
-2,558
-16% -$660K 0.84% 30
2025
Q4 		$3.97M Sell
16,123
-915
-5% -$225K 1.09% 19
2025
Q3 		$4.12M Sell
17,038
-3,199
-16% -$734K 1.12% 19
2025
Q2 		$4.37M Sell
20,237
-200
-1% -$40.2K 1.3% 16
2025
Q1 		$4.08M Sell
20,437
-1,088
-5% -$236K 1.38% 15
2024
Q4 		$4.76M Sell
21,525
-685
-3% -$156K 1.5% 15
2024
Q3 		$4.91M Buy
22,210
+467
+2% +$99.9K 1.49% 14
2024
Q2 		$4.41M Sell
21,743
-410
-2% -$82.9K 1.47% 14
2024
Q1 		$4.66M Sell
22,153
-75
-0.3% -$15K 2.8% 9
2023
Q4 		$4.46M Sell
22,228
-133
-0.6% -$23.8K 2.83% 10
2023
Q3 		$3.95M Sell
22,361
-1,310
-6% -$246K 2.81% 10
2023
Q2 		$4.43M Buy
23,671
+6,894
+41% +$1.23M 3.08% 9
2023
Q1 		$2.99M Buy
16,777
+253
+2% +$46.6K 3% 6
2022
Q4 		$2.88M Buy
16,524
+1,205
+8% +$214K 3% 5
2022
Q3 		$2.53M Sell
15,319
-64
-0.4% -$11.7K 2.81% 5
2022
Q2 		$2.6M Buy
15,383
+290
+2% +$53.5K 2.89% 5
2022
Q1 		$3.1M Buy
15,093
+709
+5% +$145K 3.56% 5
2021
Q4 		$3.2M Sell
14,384
-296
-2% -$66.9K 3.66% 4
2021
Q3 		$3.21M Buy
14,680
+25
+0.2% +$5.54K 2.76% 5
2021
Q2 		$3.36M Sell
14,655
-3,044
-17% -$684K 2.9% 5
2021
Q1 		$3.91M Buy
17,699
+384
+2% +$83.8K 3.48% 2
2020
Q4 		$3.4M Sell
17,315
-3,627
-17% -$635K 3.2% 4
2020
Q3 		$3.14M Buy
20,942
+222
+1% +$33.4K 2.94% 4
2020
Q2 		$2.97M Buy
20,720
+4,049
+24% +$531K 2.99% 3
2020
Q1 		$1.91M Buy
16,671
+14,367
+624% +$2.14M 1.89% 8
2019
Q4 		$382K Buy
+2,304
New +$364K 0.36% 94

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

Beam Wealth Advisors's IWM Position: Q2 2026 in Review

Beam Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.31% in Q2 2026, buying an estimated $11.8K and bringing the position to 13,607 shares worth $4.09M. The position accounts for 0.9% of the portfolio, ranked #24.

Beam Wealth Advisors first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.91M in Q3 2024. 1,271 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Beam Wealth Advisors held 13,607 shares of iShares Russell 2000 ETF worth $4.09M as of Q2 2026.
  • Beam Wealth Advisors bought 42 iShares Russell 2000 ETF shares in Q2 2026, an estimated $11.8K.
  • iShares Russell 2000 ETF made up 0.9% of Beam Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • Beam Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
  • Beam Wealth Advisors's iShares Russell 2000 ETF position peaked at $4.91M in Q3 2024.
  • 1,271 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.