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Charles Schwab Trust’s iShares Russell 2000 ETF IWM Stock Holding History

Charles Schwab Trust’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 		$335K Buy
1,115
+28
+3% +$7.87K 0.02% 149
2026
Q1 		$270K Sell
1,087
-393
-27% -$101K 0.02% 145
2025
Q4 		$364K Buy
1,480
+20
+1% +$4.92K 0.02% 135
2025
Q3 		$353K Sell
1,460
-75
-5% -$17.2K 0.02% 143
2025
Q2 		$331K Buy
+1,535
New +$309K 0.02% 143
2025
Q1 		– Sell
-1,275
Closed -$282K – 173
2024
Q4 		$282K Sell
1,275
-15
-1% -$3.42K 0.02% 140
2024
Q3 		$285K Buy
+1,290
New +$276K 0.02% 132
2022
Q3 		– Sell
-1,869
Closed -$317K – 153
2022
Q2 		$317K Sell
1,869
-1,859
-50% -$343K 0.07% 119
2022
Q1 		$765K Sell
3,728
-39
-1% -$7.96K 0.13% 85
2021
Q4 		$838K Hold
3,767
– – 0.14% 88
2021
Q3 		$824K Buy
+3,767
New +$835K 0.16% 96
2020
Q1 		– Sell
-1,431
Closed -$237K – 160
2019
Q4 		$237K Buy
+1,431
New +$226K 0.09% 150

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

Charles Schwab Trust's IWM Position: Q2 2026 in Review

Charles Schwab Trust increased its iShares Russell 2000 ETF (IWM) stake by 2.6% in Q2 2026, buying an estimated $7.87K and bringing the position to 1,115 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #149.

Charles Schwab Trust first reported a position in IWM in Q4 2019 and has held it in 12 quarters since. The position peaked at $838K in Q4 2021. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Charles Schwab Trust held 1,115 shares of iShares Russell 2000 ETF worth $335K as of Q2 2026.
  • Charles Schwab Trust bought 28 iShares Russell 2000 ETF shares in Q2 2026, an estimated $7.87K.
  • iShares Russell 2000 ETF made up 0.02% of Charles Schwab Trust's portfolio in Q2 2026, its #149 holding.
  • Charles Schwab Trust first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 12 quarters since.
  • Charles Schwab Trust's iShares Russell 2000 ETF position peaked at $838K in Q4 2021.
  • 526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Charles Schwab Trust's 13F filing for Q2 2026, filed 10 Jul 2026.