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

Darwin 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 		$176K Sell
585
-10
-2% -$2.81K 0.05% 145
2026
Q1 		$148K Buy
595
+27
+5% +$6.96K 0.05% 150
2025
Q4 		$140K Buy
568
+10
+2% +$2.46K 0.04% 149
2025
Q3 		$135K Sell
558
-12
-2% -$2.75K 0.04% 152
2025
Q2 		$123K Buy
570
+76
+15% +$15.3K 0.04% 151
2025
Q1 		$109K Hold
494
– – 0.04% 170
2024
Q4 		$109K Sell
494
-20
-4% -$4.56K 0.04% 170
2024
Q3 		$114K Buy
+514
New +$110K 0.03% 173
2023
Q1 		– Sell
-1,435
Closed -$268K – 167
2022
Q4 		$268K Sell
1,435
-20
-1% -$3.56K 0.07% 145
2022
Q3 		$251K Hold
1,455
– – 0.06% 138
2022
Q2 		$272K Sell
1,455
-171
-11% -$31.5K 0.06% 143
2022
Q1 		$334K Hold
1,626
– – 0.05% 138
2021
Q4 		$326K Buy
1,626
+20
+1% +$4.52K 0.05% 143
2021
Q3 		$351K Sell
1,606
-20
-1% -$4.43K 0.06% 131
2021
Q2 		$373K Sell
1,626
-85
-5% -$19.1K 0.06% 131
2021
Q1 		$378K Buy
1,711
+272
+19% +$59.4K 0.07% 124
2020
Q4 		$282K Buy
1,439
+84
+6% +$14.7K 0.05% 140
2020
Q3 		$202K Sell
1,355
-609
-31% -$91.6K 0.04% 147
2020
Q2 		$281K Sell
1,964
-188
-9% -$24.7K 0.07% 128
2020
Q1 		$245K Hold
2,152
– – 0.08% 113
2019
Q4 		$357K Sell
2,152
-77
-3% -$12.2K 0.1% 120
2019
Q3 		$337K Sell
2,229
-101
-4% -$15.4K 0.1% 114
2019
Q2 		$362K Sell
2,330
-131
-5% -$20.2K 0.11% 111
2019
Q1 		$377K Sell
2,461
-803
-25% -$121K 0.12% 108
2018
Q4 		$438K Sell
3,264
-815
-20% -$122K 0.31% 57
2018
Q3 		$686K Sell
4,079
-1,103
-21% -$186K 0.38% 50
2018
Q2 		$848K Buy
5,182
+2,267
+78% +$363K 0.55% 44
2018
Q1 		$443K Sell
2,915
-33,807
-92% -$5.22M 0.32% 71
2017
Q4 		$5.6M Buy
36,722
+35,058
+2,107% +$5.27M 2.4% 4
2017
Q3 		$247K Sell
1,664
-25,651
-94% -$3.61M 0.24% 79
2017
Q2 		$3.85M Sell
27,315
-2,325
-8% -$322K 2.13% 9
2017
Q1 		$4.08M Sell
29,640
-14,704
-33% -$2.01M 2.36% 7
2016
Q4 		$5.98M Buy
44,344
+18,385
+71% +$2.35M 4.02% 2
2016
Q3 		$3.22M Buy
25,959
+5,003
+24% +$608K 2.49% 11
2016
Q2 		$2.41M Buy
+20,956
New +$2.36M 2.06% 16

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

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

Darwin Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.7% in Q2 2026, selling an estimated $2.81K and leaving 585 shares worth $176K. The position accounts for 0.05% of the portfolio, ranked #145.

Darwin Wealth Management first reported a position in IWM in Q2 2016 and has held it in 35 quarters since. The position peaked at $5.98M in Q4 2016. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Darwin Wealth Management held 585 shares of iShares Russell 2000 ETF worth $176K as of Q2 2026.
  • Darwin Wealth Management sold 10 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.81K.
  • iShares Russell 2000 ETF made up 0.05% of Darwin Wealth Management's portfolio in Q2 2026, its #145 holding.
  • Darwin Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2016 and has held it in 35 quarters since.
  • Darwin Wealth Management's iShares Russell 2000 ETF position peaked at $5.98M in Q4 2016.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.