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

Edge 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 		$34.3M Buy
114,212
+32
+0% +$8.99K 5.78% 4
2026
Q1 		$28.3M Buy
114,180
+262
+0.2% +$67.6K 4.84% 7
2025
Q4 		$28M Sell
113,918
-1,320
-1% -$325K 4.95% 7
2025
Q3 		$27.9M Buy
115,238
+425
+0.4% +$97.5K 4.94% 7
2025
Q2 		$24.8M Sell
114,813
-4,360
-4% -$877K 4.77% 7
2025
Q1 		$23.8M Buy
119,173
+2,464
+2% +$534K 4.82% 6
2024
Q4 		$25.8M Sell
116,709
-1,457
-1% -$332K 5.22% 6
2024
Q3 		$26.1M Buy
118,166
+36
+0% +$7.7K 5.24% 6
2024
Q2 		$24M Sell
118,130
-2,184
-2% -$441K 5.05% 6
2024
Q1 		$25.3M Buy
120,314
+888
+0.7% +$177K 5.32% 6
2023
Q4 		$24M Sell
119,426
-1,608
-1% -$288K 5.24% 6
2023
Q3 		$21.4M Sell
121,034
-1,928
-2% -$362K 5% 6
2023
Q2 		$23M Buy
122,962
+4,625
+4% +$825K 5.03% 6
2023
Q1 		$21.1M Sell
118,337
-3,868
-3% -$712K 4.84% 5
2022
Q4 		$21.2M Sell
122,205
-16,686
-12% -$2.97M 4.93% 4
2022
Q3 		$23.2M Buy
138,891
+1,038
+0.8% +$189K 5.13% 4
2022
Q2 		$23.3M Buy
137,853
+23,777
+21% +$4.38M 5.05% 6
2022
Q1 		$23.4M Buy
114,076
+3,547
+3% +$724K 4.61% 5
2021
Q4 		$24.6M Buy
110,529
+2,628
+2% +$594K 4.5% 5
2021
Q3 		$23.6M Buy
107,901
+10,723
+11% +$2.38M 4.6% 5
2021
Q2 		$22.3M Buy
97,178
+363
+0.4% +$81.6K 4.55% 5
2021
Q1 		$21.4M Buy
96,815
+3,623
+4% +$791K 4.55% 3
2020
Q4 		$18.3M Buy
93,192
+37,697
+68% +$6.6M 4.17% 4
2020
Q3 		$8.31M Buy
55,495
+52,202
+1,585% +$7.85M 1.91% 17
2020
Q2 		$472K Sell
3,293
-1,809
-35% -$237K 0.09% 96
2020
Q1 		$580K Buy
5,102
+1,820
+55% +$271K 0.13% 85
2019
Q4 		$546K Sell
3,282
-57
-2% -$9.01K 0.11% 98
2019
Q3 		$505K Sell
3,339
-9,687
-74% -$1.48M 0.12% 91
2019
Q2 		$2.03M Buy
13,026
+9,979
+328% +$1.54M 0.45% 45
2019
Q1 		$467K Sell
3,047
-462
-13% -$69.4K 0.12% 96
2018
Q4 		$470K Sell
3,509
-54,237
-94% -$8.09M 0.13% 88
2018
Q3 		$9.73M Sell
57,746
-62
-0.1% -$10.5K 2.34% 15
2018
Q2 		$9.47M Sell
57,808
-1,623
-3% -$260K 2.41% 14
2018
Q1 		$9.02M Buy
59,431
+58,538
+6,555% +$9.04M 2.39% 15
2017
Q4 		$137K Buy
893
+212
+31% +$31.8K 0.04% 150
2017
Q3 		$101K Buy
681
+626
+1,138% +$88.1K 0.03% 169
2017
Q2 		$8K Hold
55
– – ﹤0.01% 389
2017
Q1 		$8K Hold
55
– – ﹤0.01% 372
2016
Q4 		$7K Hold
55
– – ﹤0.01% 371
2016
Q3 		$7K Sell
55
-667
-92% -$81.1K ﹤0.01% 368
2016
Q2 		$83K Buy
722
+667
+1,213% +$75.3K 0.03% 150
2016
Q1 		$6K Sell
55
-285
-84% -$29.5K ﹤0.01% 331
2015
Q4 		$39K Buy
340
+285
+518% +$32.9K 0.01% 206
2015
Q3 		$6K Hold
55
– – ﹤0.01% 332
2015
Q2 		$7K Hold
55
– – ﹤0.01% 319
2015
Q1 		$7K Hold
55
– – ﹤0.01% 318
2014
Q4 		$7K Sell
55
-5,000
-99% -$572K ﹤0.01% 323
2014
Q3 		$555K Buy
5,055
+5,000
+9,091% +$572K 0.21% 58
2014
Q2 		$7K Sell
55
-3
-5% -$341 ﹤0.01% 312
2014
Q1 		$7K Hold
58
– – ﹤0.01% 304
2013
Q4 		$7K Hold
58
– – ﹤0.01% 281
2013
Q3 		$6K Hold
58
– – ﹤0.01% 260
2013
Q2 		$6K Buy
+58
New +$5.54K ﹤0.01% 252

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
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
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

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

Edge Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 0.03% in Q2 2026, buying an estimated $8.99K and bringing the position to 114,212 shares worth $34.3M. The position accounts for 5.78% of the portfolio, ranked #4.

Edge Wealth Management first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Edge Wealth Management held 114,212 shares of iShares Russell 2000 ETF worth $34.3M as of Q2 2026.
  • Edge Wealth Management bought 32 iShares Russell 2000 ETF shares in Q2 2026, an estimated $8.99K.
  • iShares Russell 2000 ETF made up 5.78% of Edge Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Edge Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
  • 526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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