Beirne Wealth Consulting Services’s iShares Russell 2000 ETF IWM Stock Holding History

Beirne Wealth Consulting Services’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	$29M	Buy	96,580 +87,708	+989%	+$24.6M	5.77%	6
2026 Q1	$2.2M	Sell	8,872 -914	-9%	-$236K	0.62%	34
2025 Q4	$2.41M	Buy	9,786 +21	+0.2%	+$5.16K	0.7%	34
2025 Q3	$2.36M	Buy	9,765 +218	+2%	+$50K	0.57%	35
2025 Q2	$2.06M	Buy	9,547 +7,412	+347%	+$1.49M	0.67%	33
2025 Q1	$426K	Sell	2,135 -4,694	-69%	-$1.02M	0.15%	65
2024 Q4	$1.51M	Buy	6,829 +1,257	+23%	+$287K	0.54%	35
2024 Q3	$1.23M	Buy	5,572 +1,485	+36%	+$318K	0.43%	40
2024 Q2	$830K	Buy	4,087 +9	+0.2%	+$1.82K	0.33%	46
2024 Q1	$858K	Sell	4,078 -1,578	-28%	-$315K	0.36%	45
2023 Q4	$1.14M	Buy	+5,656	New	+$1.01M	0.56%	35
2023 Q2	–	Sell	-4,185	Closed	-$747K	–	100
2023 Q1	$747K	Buy	4,185 +14	+0.3%	+$2.58K	0.52%	39
2022 Q4	$727K	Buy	4,171 +18	+0.4%	+$3.2K	0.36%	42
2022 Q3	$685K	Buy	4,153 +19	+0.5%	+$3.46K	0.26%	48
2022 Q2	$700K	Buy	4,134 +10	+0.2%	+$1.84K	0.46%	39
2022 Q1	$847K	Sell	4,124 -158	-4%	-$32.2K	0.47%	47
2021 Q4	$951K	Sell	4,282 -1,137	-21%	-$257K	0.52%	35
2021 Q3	$1.19M	Sell	5,419 -1,854	-25%	-$411K	0.68%	28
2021 Q2	$1.67M	Sell	7,273 -2,676	-27%	-$602K	0.92%	26
2021 Q1	$2.2M	Sell	9,949 -1,661	-14%	-$363K	1.29%	19
2020 Q4	$2.28M	Buy	11,610 +3,209	+38%	+$562K	1.13%	19
2020 Q3	$1.26M	Buy	8,401 +308	+4%	+$46.3K	0.73%	28
2020 Q2	$1.16M	Buy	8,093 +2,730	+51%	+$358K	0.94%	23
2020 Q1	$614K	Buy	5,363 +133	+3%	+$19.8K	0.66%	29
2019 Q4	$866K	Buy	5,230 +23	+0.4%	+$3.63K	0.76%	29
2019 Q3	$788K	Buy	5,207 +16	+0.3%	+$2.44K	0.66%	42
2019 Q2	$807K	Sell	5,191 -971	-16%	-$150K	0.72%	42
2019 Q1	$943K	Sell	6,162 -247	-4%	-$37.1K	0.74%	39
2018 Q4	$858K	Buy	+6,409	New	+$956K	0.73%	33

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Beirne Wealth Consulting Services's IWM Position: Q2 2026 in Review

Beirne Wealth Consulting Services increased its iShares Russell 2000 ETF (IWM) stake by 989% in Q2 2026, buying an estimated $24.6M and bringing the position to 96,580 shares worth $29M. The position accounts for 5.77% of the portfolio, ranked #6.

Beirne Wealth Consulting Services first reported a position in IWM in Q4 2018 and has held it in 29 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Beirne Wealth Consulting Services held 96,580 shares of iShares Russell 2000 ETF worth $29M as of Q2 2026.
Beirne Wealth Consulting Services bought 87,708 iShares Russell 2000 ETF shares in Q2 2026, an estimated $24.6M.
iShares Russell 2000 ETF made up 5.77% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #6 holding.
Beirne Wealth Consulting Services first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 29 quarters since.
1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.