Cardinal Strategic Wealth Guidance’s iShares Russell 2000 ETF IWM Stock Holding History

Cardinal Strategic Wealth Guidance’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	$12K	Hold	40	–	–	﹤0.01%	66
2026 Q1	$9.92K	Hold	40	–	–	﹤0.01%	59
2025 Q4	$9.85K	Sell	40 -60	-60%	-$14.8K	﹤0.01%	58
2025 Q3	$24.2K	Sell	100 -17	-15%	-$3.9K	0.01%	56
2025 Q2	$25.2K	Hold	117	–	–	0.01%	58
2025 Q1	$23.3K	Hold	117	–	–	0.01%	56
2024 Q4	$25.9K	Hold	117	–	–	0.01%	73
2024 Q3	$25.8K	Hold	117	–	–	0.01%	58
2024 Q2	$23.7K	Hold	117	–	–	0.01%	69
2024 Q1	$24.6K	Sell	117 -188	-62%	-$37.5K	0.01%	56
2023 Q4	$61.2K	Sell	305 -8	-3%	-$1.43K	0.02%	64
2023 Q3	$55.3K	Hold	313	–	–	0.03%	68
2023 Q2	$58.6K	Sell	313 -172	-35%	-$30.7K	0.03%	66
2023 Q1	$86K	Sell	485 -260	-35%	-$47.9K	0.04%	65
2022 Q4	$130K	Sell	745 -174	-19%	-$30.9K	0.06%	69
2022 Q3	$152K	Sell	919 -30	-3%	-$5.47K	0.08%	59
2022 Q2	$161K	Sell	949 -91	-9%	-$16.8K	0.08%	65
2022 Q1	$215K	Sell	1,040 -186	-15%	-$37.9K	0.1%	68
2021 Q4	$273K	Hold	1,226	–	–	0.13%	62
2021 Q3	$268K	Sell	1,226 -122	-9%	-$27K	0.14%	61
2021 Q2	$309K	Sell	1,348 -134	-9%	-$30.1K	0.16%	55
2021 Q1	$325K	Hold	1,482	–	–	0.19%	53
2020 Q4	$291K	Sell	1,482 -240	-14%	-$42K	0.17%	46
2020 Q3	$257K	Sell	1,722 -118	-6%	-$17.8K	0.18%	47
2020 Q2	$261K	Sell	1,840 -1,226	-40%	-$161K	0.19%	45
2020 Q1	$352K	Sell	3,066 -3,438	-53%	-$513K	0.32%	36
2019 Q4	$1.08M	Buy	+6,504	New	+$1.03M	0.93%	20

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's IWM Position: Q2 2026 in Review

Cardinal Strategic Wealth Guidance held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 40 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #66.

Cardinal Strategic Wealth Guidance first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.08M in Q4 2019. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Cardinal Strategic Wealth Guidance held 40 shares of iShares Russell 2000 ETF worth $12K as of Q2 2026.
Cardinal Strategic Wealth Guidance left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up ﹤0.01% of Cardinal Strategic Wealth Guidance's portfolio in Q2 2026, its #66 holding.
Cardinal Strategic Wealth Guidance first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
Cardinal Strategic Wealth Guidance's iShares Russell 2000 ETF position peaked at $1.08M in Q4 2019.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q2 2026, filed 30 Jul 2026.