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Everhart Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Everhart Financial Group’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 		$783K Buy
2,608
+25
+1% +$7.03K 0.05% 215
2026
Q1 		$641K Buy
2,583
+29
+1% +$7.48K 0.05% 233
2025
Q4 		$629K Sell
2,554
-103
-4% -$25.3K 0.06% 231
2025
Q3 		$643K Sell
2,657
-12
-0.4% -$2.75K 0.06% 214
2025
Q2 		$576K Sell
2,669
-568
-18% -$114K 0.07% 209
2025
Q1 		$646K Buy
3,237
+711
+28% +$154K 0.09% 161
2024
Q4 		$558K Buy
2,526
+117
+5% +$26.7K 0.11% 172
2024
Q3 		$506K Buy
2,409
+185
+8% +$39.6K 0.11% 191
2024
Q2 		$427K Buy
2,224
+155
+7% +$31.3K 0.11% 180
2024
Q1 		$435K Buy
2,069
+985
+91% +$196K 0.13% 167
2023
Q4 		$218K Buy
+1,084
New +$194K 0.08% 229
2023
Q3 		– Sell
-1,603
Closed -$234K – 222
2023
Q2 		$234K Buy
+1,603
New +$286K 0.1% 187
2022
Q4 		– Sell
-1,220
Closed -$201K – 211
2022
Q3 		$201K Hold
1,220
– – 0.11% 190
2022
Q2 		$207K Buy
+1,220
New +$225K 0.13% 175
2022
Q1 		– Sell
-1,205
Closed -$268K – 135
2021
Q4 		$268K Buy
1,205
+50
+4% +$11.3K 0.16% 95
2021
Q3 		$252K Buy
+1,155
New +$256K 0.17% 90

Other funds holding IWM

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
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
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Everhart Financial Group's IWM Position: Q2 2026 in Review

Everhart Financial Group increased its iShares Russell 2000 ETF (IWM) stake by 0.97% in Q2 2026, buying an estimated $7.03K and bringing the position to 2,608 shares worth $783K. The position accounts for 0.05% of the portfolio, ranked #215.

Everhart Financial Group first reported a position in IWM in Q3 2021 and has held it in 16 quarters since. 674 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Everhart Financial Group held 2,608 shares of iShares Russell 2000 ETF worth $783K as of Q2 2026.
  • Everhart Financial Group bought 25 iShares Russell 2000 ETF shares in Q2 2026, an estimated $7.03K.
  • iShares Russell 2000 ETF made up 0.05% of Everhart Financial Group's portfolio in Q2 2026, its #215 holding.
  • Everhart Financial Group first reported a position in iShares Russell 2000 ETF in Q3 2021 and has held it in 16 quarters since.
  • 674 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.