CWM
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C2C Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

C2C 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 		$5.62M Sell
18,705
-1,541
-8% -$433K 4.4% 7
2026
Q1 		$5.02M Sell
20,246
-256
-1% -$66K 4.25% 7
2025
Q4 		$5.05M Sell
20,502
-1,869
-8% -$460K 4.25% 8
2025
Q3 		$5.41M Sell
22,371
-40
-0.2% -$9.18K 4.65% 7
2025
Q2 		$4.84M Sell
22,411
-389
-2% -$78.3K 4.38% 8
2025
Q1 		$4.55M Buy
22,800
+61
+0.3% +$13.2K 4.27% 7
2024
Q4 		$5.02M Hold
22,739
– – 4.66% 7
2024
Q3 		$4.95M Buy
22,739
+205
+0.9% +$43.9K 4.61% 7
2024
Q2 		$4.57M Sell
22,534
-125
-0.6% -$25.3K 4.47% 7
2024
Q1 		$4.77M Sell
22,659
-526
-2% -$105K 4.73% 6
2023
Q4 		$4.73M Sell
23,185
-282
-1% -$50.5K 4.01% 6
2023
Q3 		$4.07M Buy
23,467
+50
+0.2% +$9.39K 0.58% 14
2023
Q2 		$4.54M Buy
23,417
+1,378
+6% +$246K 0.6% 12
2023
Q1 		$3.87M Buy
22,039
+64
+0.3% +$11.8K 0.62% 14
2022
Q4 		$4.02M Buy
21,975
+237
+1% +$42.1K 0.7% 12
2022
Q3 		$3.83M Buy
21,738
+134
+0.6% +$24.4K 0.75% 14
2022
Q2 		$3.86M Sell
21,604
-122
-0.6% -$22.5K 0.71% 14
2022
Q1 		$4.41M Sell
21,726
-299
-1% -$61K 0.75% 15
2021
Q4 		$4.9M Buy
+22,025
New +$4.98M 0.7% 12

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

C2C Wealth Management's IWM Position: Q2 2026 in Review

C2C Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 7.6% in Q2 2026, selling an estimated $433K and leaving 18,705 shares worth $5.62M. The position accounts for 4.4% of the portfolio, ranked #7.

C2C Wealth Management first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • C2C Wealth Management held 18,705 shares of iShares Russell 2000 ETF worth $5.62M as of Q2 2026.
  • C2C Wealth Management sold 1,541 iShares Russell 2000 ETF shares in Q2 2026, an estimated $433K.
  • iShares Russell 2000 ETF made up 4.4% of C2C Wealth Management's portfolio in Q2 2026, its #7 holding.
  • C2C Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.