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Brookstone Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Brookstone Capital 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 		$80M Buy
266,352
+11,725
+5% +$3.29M 0.8% 21
2026
Q1 		$63.1M Sell
254,627
-12,115
-5% -$3.13M 0.72% 28
2025
Q4 		$65.7M Sell
266,742
-1,332
-0.5% -$327K 0.75% 24
2025
Q3 		$64.9M Buy
268,074
+20,049
+8% +$4.6M 0.77% 22
2025
Q2 		$53.5M Sell
248,025
-202,689
-45% -$40.8M 0.7% 27
2025
Q1 		$89.9M Buy
450,714
+7,222
+2% +$1.57M 1.29% 10
2024
Q4 		$98M Buy
443,492
+432,292
+3,860% +$98.6M 1.43% 9
2024
Q3 		$2.47M Sell
11,200
-11,629
-51% -$2.49M 0.04% 351
2024
Q2 		$5.07M Buy
22,829
+5,540
+32% +$1.12M 0.08% 231
2024
Q1 		$3.64M Sell
17,289
-453
-3% -$90.4K 0.07% 269
2023
Q4 		$3.56M Buy
17,742
+7,983
+82% +$1.43M 0.07% 237
2023
Q3 		$1.65M Sell
9,759
-6,686
-41% -$1.26M 0.04% 344
2023
Q2 		$3.04M Buy
16,445
+8,232
+100% +$1.47M 0.06% 254
2023
Q1 		$1.47M Buy
8,213
+2,816
+52% +$518K 0.03% 379
2022
Q4 		$958K Sell
5,397
-20,612
-79% -$3.67M 0.02% 434
2022
Q3 		$4.35M Buy
26,009
+20,469
+369% +$3.73M 0.1% 183
2022
Q2 		$973K Sell
5,540
-3,529
-39% -$651K 0.02% 408
2022
Q1 		$1.78M Sell
9,069
-1,957
-18% -$399K 0.03% 302
2021
Q4 		$2.38M Sell
11,026
-8,454
-43% -$1.91M 0.04% 244
2021
Q3 		$4.34M Sell
19,480
-118,137
-86% -$26.2M 0.08% 195
2021
Q2 		$30.6M Sell
137,617
-10,371
-7% -$2.33M 0.55% 52
2021
Q1 		$32.7M Buy
147,988
+99,111
+203% +$21.6M 1.25% 17
2020
Q4 		$9.58M Buy
48,877
+46,274
+1,778% +$8.1M 0.38% 54
2020
Q3 		$390K Buy
2,603
+546
+27% +$82.1K 0.02% 299
2020
Q2 		$295K Sell
2,057
-844
-29% -$111K 0.02% 293
2020
Q1 		$332K Sell
2,901
-6,317
-69% -$942K 0.02% 255
2019
Q4 		$1.53M Sell
9,218
-5,372
-37% -$849K 0.08% 137
2019
Q3 		$2.21M Buy
14,590
+11,346
+350% +$1.73M 0.12% 113
2019
Q2 		$504K Sell
3,244
-204
-6% -$31.4K 0.03% 258
2019
Q1 		$528K Sell
3,448
-419
-11% -$63K 0.03% 207
2018
Q4 		$518K Buy
3,867
+1,034
+36% +$154K 0.04% 177
2018
Q3 		$478K Buy
2,833
+415
+17% +$70.1K 0.04% 284
2018
Q2 		$396K Buy
2,418
+125
+5% +$20K 0.03% 259
2018
Q1 		$348K Buy
2,293
+696
+44% +$107K 0.03% 255
2017
Q4 		$243K Buy
+1,597
New +$240K 0.02% 285
2015
Q4 		– Sell
-112
Closed -$12K – 522
2015
Q3 		$12K Sell
112
-10,771
-99% -$1.28M ﹤0.01% 1028
2015
Q2 		$1.36M Buy
+10,883
New +$1.36M 0.17% 91

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Brookstone Capital Management's IWM Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 4.6% in Q2 2026, buying an estimated $3.29M and bringing the position to 266,352 shares worth $80M. The position accounts for 0.8% of the portfolio, ranked #21.

Brookstone Capital Management first reported a position in IWM in Q2 2015 and has held it in 37 quarters since. The position peaked at $98M in Q4 2024. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Brookstone Capital Management held 266,352 shares of iShares Russell 2000 ETF worth $80M as of Q2 2026.
  • Brookstone Capital Management bought 11,725 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.29M.
  • iShares Russell 2000 ETF made up 0.8% of Brookstone Capital Management's portfolio in Q2 2026, its #21 holding.
  • Brookstone Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2015 and has held it in 37 quarters since.
  • Brookstone Capital Management's iShares Russell 2000 ETF position peaked at $98M in Q4 2024.
  • 526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.