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

Elmwood 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	$323K	Sell	1,075 -72	-6%	-$20.2K	0.08%	158
2026 Q1	$284K	Buy	1,147 +18	+2%	+$4.64K	0.08%	159
2025 Q4	$278K	Buy	+1,129	New	+$278K	0.09%	149
2022 Q1	–	Sell	-425	Closed	-$95K	–	210
2021 Q4	$95K	Buy	+425	New	+$96K	0.05%	152
2021 Q2	$97K	Hold	425	–	–	0.05%	142
2021 Q1	$94K	Buy	+425	New	+$92.8K	0.06%	134
2020 Q3	$61K	Hold	425	–	–	0.05%	121
2020 Q2	$61K	Hold	425	–	–	0.05%	121
2020 Q1	$64.5K	Buy	+425	New	+$63.4K	0.06%	115
2019 Q4	–	Sell	-466	Closed	-$71K	–	168
2019 Q3	$71K	Hold	466	–	–	0.07%	104
2019 Q2	$72K	Sell	466 -40	-8%	-$6.17K	0.06%	115
2019 Q1	$77K	Buy	506 +40	+9%	+$6.01K	0.07%	108
2018 Q4	$62K	Buy	466 +41	+10%	+$6.12K	0.06%	120
2018 Q3	$71.6K	Hold	425	–	–	0.06%	122
2018 Q2	$69.6K	Hold	425	–	–	0.06%	117
2018 Q1	$64.5K	Buy	+425	New	+$65.6K	0.06%	115

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

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

Elmwood Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 6.3% in Q2 2026, selling an estimated $20.2K and leaving 1,075 shares worth $323K. The position accounts for 0.08% of the portfolio, ranked #158.

Elmwood Wealth Management first reported a position in IWM in Q1 2018 and has held it in 16 quarters since. 996 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Elmwood Wealth Management held 1,075 shares of iShares Russell 2000 ETF worth $323K as of Q2 2026.
Elmwood Wealth Management sold 72 iShares Russell 2000 ETF shares in Q2 2026, an estimated $20.2K.
iShares Russell 2000 ETF made up 0.08% of Elmwood Wealth Management's portfolio in Q2 2026, its #158 holding.
Elmwood Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2018 and has held it in 16 quarters since.
996 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.