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

Connecticut 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	$4.8M	Sell	15,979 -178	-1%	-$50K	0.18%	60
2026 Q1	$4.01M	Sell	16,157 -3,045	-16%	-$785K	0.17%	64
2025 Q4	$4.73M	Sell	19,202 -491	-2%	-$121K	0.21%	57
2025 Q3	$4.76M	Sell	19,693 -1,062	-5%	-$244K	0.21%	57
2025 Q2	$4.48M	Sell	20,755 -5,402	-21%	-$1.09M	0.21%	61
2025 Q1	$5.22M	Sell	26,157 -3,653	-12%	-$792K	0.27%	56
2024 Q4	$6.59M	Sell	29,810 -4,826	-14%	-$1.1M	0.32%	41
2024 Q3	$7.65M	Sell	34,636 -1,711	-5%	-$366K	0.37%	42
2024 Q2	$7.37M	Sell	36,347 -1,237	-3%	-$250K	0.38%	43
2024 Q1	$7.9M	Sell	37,584 -746	-2%	-$149K	0.42%	42
2023 Q4	$7.69M	Buy	38,330 +1,916	+5%	+$343K	0.44%	40
2023 Q3	$6.44M	Buy	36,414 +5,683	+18%	+$1.07M	0.44%	40
2023 Q2	$5.75M	Buy	30,731 +1,915	+7%	+$341K	0.4%	45
2023 Q1	$5.14M	Buy	28,816 +26,163	+986%	+$4.82M	0.39%	48
2022 Q4	$463K	Buy	2,653 +25	+1%	+$4.45K	0.04%	120
2022 Q3	$433K	Sell	2,628 -2	-0.1%	-$365	0.04%	116
2022 Q2	$445K	Sell	2,630 -3	-0.1%	-$553	0.04%	125
2022 Q1	$540K	Buy	2,633 +406	+18%	+$82.8K	0.04%	120
2021 Q4	$495K	Buy	+2,227	New	+$503K	0.04%	122
2020 Q4	–	Sell	-3,563	Closed	-$534K	–	202
2020 Q3	$534K	Buy	+3,563	New	+$536K	0.06%	114
2020 Q1	–	Sell	-1,923	Closed	-$319K	–	150
2019 Q4	$319K	Buy	+1,923	New	+$304K	0.04%	137

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

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

Connecticut Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.1% in Q2 2026, selling an estimated $50K and leaving 15,979 shares worth $4.8M. The position accounts for 0.18% of the portfolio, ranked #60.

Connecticut Wealth Management first reported a position in IWM in Q4 2019 and has held it in 21 quarters since. The position peaked at $7.9M in Q1 2024. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Connecticut Wealth Management held 15,979 shares of iShares Russell 2000 ETF worth $4.8M as of Q2 2026.
Connecticut Wealth Management sold 178 iShares Russell 2000 ETF shares in Q2 2026, an estimated $50K.
iShares Russell 2000 ETF made up 0.18% of Connecticut Wealth Management's portfolio in Q2 2026, its #60 holding.
Connecticut Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 21 quarters since.
Connecticut Wealth Management's iShares Russell 2000 ETF position peaked at $7.9M in Q1 2024.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.