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

BigSur 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 		$1.41M Buy
4,700
+2,000
+74% +$562K 0.34% 79
2026
Q1 		$670K Hold
2,700
– – 0.19% 106
2025
Q4 		$665K Hold
2,700
– – 0.16% 105
2025
Q3 		$653K Sell
2,700
-700
-21% -$161K 0.16% 105
2025
Q2 		$734K Hold
3,400
– – 0.19% 98
2025
Q1 		$678K Hold
3,400
– – 0.18% 101
2024
Q4 		$751K Sell
3,400
-8,060
-70% -$1.84M 0.21% 93
2024
Q3 		$2.53M Buy
11,460
+1,400
+14% +$300K 0.7% 43
2024
Q2 		$2.04M Buy
10,060
+1,450
+17% +$293K 0.62% 47
2024
Q1 		$1.81M Sell
8,610
-200
-2% -$39.9K 0.57% 50
2023
Q4 		$1.77M Buy
8,810
+1,300
+17% +$233K 0.84% 31
2023
Q3 		$1.33M Sell
7,510
-950
-11% -$178K 0.67% 41
2023
Q2 		$1.58M Hold
8,460
– – 0.76% 38
2023
Q1 		$1.51M Sell
8,460
-7,700
-48% -$1.42M 0.71% 42
2022
Q4 		$2.82M Sell
16,160
-130
-0.8% -$23.1K 1.36% 17
2022
Q3 		$2.69M Sell
16,290
-4,550
-22% -$830K 1.36% 20
2022
Q2 		$3.53M Hold
20,840
– – 1.66% 12
2022
Q1 		$4.28M Hold
20,840
– – 1.67% 14
2021
Q4 		$4.64M Hold
20,840
– – 1.81% 11
2021
Q3 		$4.56M Buy
20,840
+4,000
+24% +$887K 2.05% 10
2021
Q2 		$3.86M Buy
16,840
+2,200
+15% +$495K 1.74% 12
2021
Q1 		$3.23M Buy
14,640
+11,500
+366% +$2.51M 1.66% 14
2020
Q4 		$616K Buy
3,140
+1,500
+91% +$262K 0.35% 66
2020
Q3 		$246K Buy
1,640
+190
+13% +$28.6K 0.16% 83
2020
Q2 		$208K Buy
1,450
+500
+53% +$65.6K 0.15% 87
2020
Q1 		$109K Sell
950
-2,230
-70% -$332K 0.08% 95
2019
Q4 		$527K Hold
3,180
– – 0.3% 70
2019
Q3 		$481K Hold
3,180
– – 0.32% 64
2019
Q2 		$496K Hold
3,180
– – 0.35% 59
2019
Q1 		$487K Hold
3,180
– – 0.32% 64
2018
Q4 		$426K Hold
3,180
– – 0.3% 64
2018
Q3 		$537K Hold
3,180
– – 0.34% 55
2018
Q2 		$521K Hold
3,180
– – 0.38% 52
2018
Q1 		$483K Buy
+3,180
New +$491K 0.34% 60

Other funds holding IWM

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

BigSur Wealth Management's IWM Position: Q2 2026 in Review

BigSur Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 74% in Q2 2026, buying an estimated $562K and bringing the position to 4,700 shares worth $1.41M. The position accounts for 0.34% of the portfolio, ranked #79.

BigSur Wealth Management first reported a position in IWM in Q1 2018 and has held it in 34 quarters since. The position peaked at $4.64M in Q4 2021. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • BigSur Wealth Management held 4,700 shares of iShares Russell 2000 ETF worth $1.41M as of Q2 2026.
  • BigSur Wealth Management bought 2,000 iShares Russell 2000 ETF shares in Q2 2026, an estimated $562K.
  • iShares Russell 2000 ETF made up 0.34% of BigSur Wealth Management's portfolio in Q2 2026, its #79 holding.
  • BigSur Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2018 and has held it in 34 quarters since.
  • BigSur Wealth Management's iShares Russell 2000 ETF position peaked at $4.64M in Q4 2021.
  • 526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.