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Eagle Wealth Strategies’s iShares Russell 2000 ETF IWM Stock Holding History

Eagle Wealth Strategies’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 		$740K Hold
2,464
– – 0.28% 36
2026
Q1 		$611K Buy
2,464
+585
+31% +$151K 0.27% 38
2025
Q4 		$463K Buy
+1,879
New +$462K 0.22% 53
2025
Q1 		– Sell
-1,141
Closed -$252K – 106
2024
Q4 		$252K Buy
1,141
+162
+17% +$36.9K 0.18% 87
2024
Q3 		$216K Sell
979
-71
-7% -$15.2K 0.16% 95
2024
Q2 		$213K Buy
1,050
+3
+0.3% +$606 0.17% 82
2024
Q1 		$218K Buy
1,047
+3
+0.3% +$598 0.18% 84
2023
Q4 		$210K Buy
+1,044
New +$187K 0.13% 90

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Eagle Wealth Strategies's IWM Position: Q2 2026 in Review

Eagle Wealth Strategies held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 2,464 shares worth $740K. The position accounts for 0.28% of the portfolio, ranked #36.

Eagle Wealth Strategies first reported a position in IWM in Q4 2023 and has held it in 8 quarters since. 1,104 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Eagle Wealth Strategies held 2,464 shares of iShares Russell 2000 ETF worth $740K as of Q2 2026.
  • Eagle Wealth Strategies left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.28% of Eagle Wealth Strategies's portfolio in Q2 2026, its #36 holding.
  • Eagle Wealth Strategies first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 8 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.