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

Chicago 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	$342K	Hold	1,139	–	–	0.12%	55
2026 Q1	$282K	Hold	1,139	–	–	0.11%	56
2025 Q4	$280K	Buy	+1,139	New	+$280K	0.11%	52
2022 Q2	–	Sell	-5,434	Closed	-$1.11M	–	37
2022 Q1	$1.11M	Sell	5,434 -300	-5%	-$61.2K	0.75%	24
2021 Q4	$1.28M	Sell	5,734 -115	-2%	-$26K	0.86%	21
2021 Q3	$1.28M	Sell	5,849 -614	-10%	-$136K	0.93%	18
2021 Q2	$1.48M	Sell	6,463 -33,561	-84%	-$7.55M	1.07%	19
2021 Q1	$8.48M	Buy	40,024 +310	+0.8%	+$67.7K	6.74%	3
2020 Q4	$7.79M	Buy	39,714 +662	+2%	+$116K	7.21%	5
2020 Q3	$5.85M	Buy	39,052 +1,162	+3%	+$175K	6.61%	6
2020 Q2	$5.42M	Buy	+37,890	New	+$4.97M	6.63%	6

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

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

Chicago Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,139 shares worth $342K. The position accounts for 0.12% of the portfolio, ranked #55.

Chicago Wealth Management first reported a position in IWM in Q2 2020 and has held it in 11 quarters since. The position peaked at $8.48M in Q1 2021. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Chicago Wealth Management held 1,139 shares of iShares Russell 2000 ETF worth $342K as of Q2 2026.
Chicago Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.12% of Chicago Wealth Management's portfolio in Q2 2026, its #55 holding.
Chicago Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2020 and has held it in 11 quarters since.
Chicago Wealth Management's iShares Russell 2000 ETF position peaked at $8.48M in Q1 2021.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Chicago Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.