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

Brown Miller 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 		$681K Sell
2,266
-3
-0.1% -$843 0.17% 98
2026
Q1 		$563K Hold
2,269
– – 0.16% 109
2025
Q4 		$559K Sell
2,269
-181
-7% -$44.5K 0.15% 101
2025
Q3 		$593K Buy
2,450
+17
+0.7% +$3.9K 0.17% 94
2025
Q2 		$525K Sell
2,433
-375
-13% -$75.5K 0.16% 101
2025
Q1 		$560K Sell
2,808
-4,655
-62% -$1.01M 0.19% 96
2024
Q4 		$1.65M Buy
7,463
+373
+5% +$85K 0.63% 44
2024
Q3 		$1.57M Sell
7,090
-283
-4% -$60.6K 0.61% 47
2024
Q2 		$1.5M Buy
7,373
+366
+5% +$74K 0.62% 47
2024
Q1 		$1.47M Buy
7,007
+517
+8% +$103K 0.65% 47
2023
Q4 		$1.3M Buy
6,490
+289
+5% +$51.8K 0.65% 43
2023
Q3 		$1.1M Buy
6,201
+1,155
+23% +$217K 0.61% 47
2023
Q2 		$945K Sell
5,046
-1,911
-27% -$341K 0.51% 50
2023
Q1 		$1.24M Buy
6,957
+277
+4% +$51K 0.73% 41
2022
Q4 		$1.16M Buy
6,680
+1,037
+18% +$184K 0.74% 44
2022
Q3 		$930K Sell
5,643
-1,855
-25% -$338K 0.66% 44
2022
Q2 		$1.27M Sell
7,498
-42
-0.6% -$7.74K 0.86% 35
2022
Q1 		$1.55M Buy
7,540
+196
+3% +$40K 0.9% 32
2021
Q4 		$1.63M Buy
7,344
+59
+0.8% +$13.3K 0.93% 30
2021
Q3 		$1.59M Buy
7,285
+1,114
+18% +$247K 1% 29
2021
Q2 		$1.42M Buy
6,171
+2,155
+54% +$485K 0.9% 30
2021
Q1 		$888K Buy
4,016
+654
+19% +$143K 0.63% 47
2020
Q4 		$659K Buy
+3,362
New +$588K 0.49% 52

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
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
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
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

Brown Miller Wealth Management's IWM Position: Q2 2026 in Review

Brown Miller Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.13% in Q2 2026, selling an estimated $843 and leaving 2,266 shares worth $681K. The position accounts for 0.17% of the portfolio, ranked #98.

Brown Miller Wealth Management first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.65M in Q4 2024. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Brown Miller Wealth Management held 2,266 shares of iShares Russell 2000 ETF worth $681K as of Q2 2026.
  • Brown Miller Wealth Management sold 3 iShares Russell 2000 ETF shares in Q2 2026, an estimated $843.
  • iShares Russell 2000 ETF made up 0.17% of Brown Miller Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Brown Miller Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
  • Brown Miller Wealth Management's iShares Russell 2000 ETF position peaked at $1.65M in Q4 2024.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.