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

Benchmark Financial 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 		$4.67M Sell
15,558
-2,406
-13% -$676K 1.15% 23
2026
Q1 		$4.46M Sell
17,964
-1,498
-8% -$386K 1.23% 21
2025
Q4 		$4.79M Sell
19,462
-1,664
-8% -$409K 1.38% 21
2025
Q3 		$5.11M Sell
21,126
-421
-2% -$96.6K 1.54% 20
2025
Q2 		$4.65M Buy
21,547
+409
+2% +$82.3K 1.54% 18
2025
Q1 		$4.22M Sell
21,138
-4,681
-18% -$1.02M 1.59% 16
2024
Q4 		$5.7M Sell
25,819
-208
-0.8% -$47.4K 1.83% 13
2024
Q3 		$5.75M Sell
26,027
-263
-1% -$56.3K 1.92% 13
2024
Q2 		$5.33M Sell
26,290
-441
-2% -$89.1K 1.98% 13
2024
Q1 		$5.62M Sell
26,731
-875
-3% -$175K 2.15% 13
2023
Q4 		$5.54M Sell
27,606
-542
-2% -$97.1K 2.39% 11
2023
Q3 		$4.97M Buy
28,148
+561
+2% +$105K 2.34% 10
2023
Q2 		$5.17M Buy
27,587
+151
+0.6% +$26.9K 2.4% 10
2023
Q1 		$4.89M Buy
27,436
+602
+2% +$111K 2.51% 12
2022
Q4 		$4.68M Sell
26,834
-5,824
-18% -$1.04M 2.55% 13
2022
Q3 		$5.39M Buy
32,658
+891
+3% +$163K 3.17% 11
2022
Q2 		$5.38M Buy
31,767
+3,662
+13% +$675K 2.76% 12
2022
Q1 		$5.77M Buy
28,105
+45
+0.2% +$9.18K 2.45% 14
2021
Q4 		$6.24M Sell
28,060
-16
-0.1% -$3.62K 2.61% 14
2021
Q3 		$6.14M Sell
28,076
-494
-2% -$110K 2.92% 13
2021
Q2 		$6.55M Buy
28,570
+56
+0.2% +$12.6K 3.13% 12
2021
Q1 		$6.3M Sell
28,514
-2,621
-8% -$572K 3.44% 10
2020
Q4 		$6.1M Sell
31,135
-1,019
-3% -$178K 3.36% 10
2020
Q3 		$4.82M Sell
32,154
-1,116
-3% -$168K 3.1% 11
2020
Q2 		$4.76M Sell
33,270
-38,976
-54% -$5.11M 3.5% 9
2020
Q1 		$8.27M Sell
72,246
-1,916
-3% -$286K 8.32% 3
2019
Q4 		$12.3M Buy
74,162
+3,253
+5% +$514K 10.17% 3
2019
Q3 		$10.7M Sell
70,909
-1,791
-2% -$273K 10.52% 3
2019
Q2 		$11.3M Buy
72,700
+3,589
+5% +$553K 11.03% 3
2019
Q1 		$10.6M Buy
69,111
+4,203
+6% +$632K 11.05% 3
2018
Q4 		$8.69M Buy
64,908
+1,429
+2% +$213K 10.77% 3
2018
Q3 		$10.7M Buy
+63,479
New +$10.7M 13.3% 3

Other funds holding IWM

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
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
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Benchmark Financial Wealth Advisors's IWM Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 13% in Q2 2026, selling an estimated $676K and leaving 15,558 shares worth $4.67M. The position accounts for 1.15% of the portfolio, ranked #23.

Benchmark Financial Wealth Advisors first reported a position in IWM in Q3 2018 and has held it in 32 quarters since. The position peaked at $12.3M in Q4 2019. 742 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 15,558 shares of iShares Russell 2000 ETF worth $4.67M as of Q2 2026.
  • Benchmark Financial Wealth Advisors sold 2,406 iShares Russell 2000 ETF shares in Q2 2026, an estimated $676K.
  • iShares Russell 2000 ETF made up 1.15% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Benchmark Financial Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q3 2018 and has held it in 32 quarters since.
  • Benchmark Financial Wealth Advisors's iShares Russell 2000 ETF position peaked at $12.3M in Q4 2019.
  • 742 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.