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

Evolution 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 		$43.6K Hold
145
– – 0.03% 335
2026
Q1 		$36K Buy
145
+141
+3,525% +$36.4K 0.03% 324
2025
Q4 		$985 Buy
+4
New +$983 ﹤0.01% 680
2025
Q3 		– Sell
-16
Closed -$3.45K – 637
2025
Q2 		$3.45K Buy
+16
New +$3.22K ﹤0.01% 480

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

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

Evolution Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 145 shares worth $43.6K. The position accounts for 0.03% of the portfolio, ranked #335.

Evolution Wealth Management first reported a position in IWM in Q2 2025 and has held it in 4 quarters since. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Evolution Wealth Management held 145 shares of iShares Russell 2000 ETF worth $43.6K as of Q2 2026.
  • Evolution Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.03% of Evolution Wealth Management's portfolio in Q2 2026, its #335 holding.
  • Evolution Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2025 and has held it in 4 quarters since.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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