FWI
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Facet Wealth Inc’s iShares Russell 2000 ETF IWM Stock Holding History

Facet Wealth Inc’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 		$3.34M Buy
11,107
+1,469
+15% +$413K 0.05% 68
2026
Q1 		$2.39M Buy
9,638
+223
+2% +$57.5K 0.04% 73
2025
Q4 		$2.48M Buy
9,415
+2,038
+28% +$501K 0.04% 68
2025
Q3 		$1.79M Buy
7,377
+4,114
+126% +$944K 0.04% 66
2025
Q2 		$716K Buy
3,263
+1,404
+76% +$283K 0.02% 84
2025
Q1 		$370K Sell
1,859
-438
-19% -$95K 0.01% 99
2024
Q4 		$519K Sell
2,297
-223
-9% -$50.8K 0.01% 88
2024
Q3 		$552K Sell
2,520
-837
-25% -$179K 0.02% 85
2024
Q2 		$747K Buy
3,357
+716
+27% +$145K 0.02% 70
2024
Q1 		$540K Buy
2,641
+715
+37% +$143K 0.02% 72
2023
Q4 		$373K Buy
1,926
+606
+46% +$109K 0.01% 79
2023
Q3 		$217K Buy
1,320
+235
+22% +$44.1K 0.01% 90
2023
Q2 		$212K Sell
1,085
-172
-14% -$30.7K 0.01% 89
2023
Q1 		$224K Sell
1,257
-221
-15% -$40.7K 0.01% 69
2022
Q4 		$281K Buy
1,478
+4
+0.3% +$711 0.02% 59
2022
Q3 		$265K Buy
1,474
+95
+7% +$17.3K 0.02% 57
2022
Q2 		$233K Buy
1,379
+387
+39% +$71.3K 0.02% 61
2022
Q1 		$204K Buy
992
+10
+1% +$2.04K 0.02% 64
2021
Q4 		$219K Buy
+982
New +$222K 0.02% 70

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
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
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

Facet Wealth Inc's IWM Position: Q2 2026 in Review

Facet Wealth Inc increased its iShares Russell 2000 ETF (IWM) stake by 15% in Q2 2026, buying an estimated $413K and bringing the position to 11,107 shares worth $3.34M. The position accounts for 0.05% of the portfolio, ranked #68.

Facet Wealth Inc first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Facet Wealth Inc held 11,107 shares of iShares Russell 2000 ETF worth $3.34M as of Q2 2026.
  • Facet Wealth Inc bought 1,469 iShares Russell 2000 ETF shares in Q2 2026, an estimated $413K.
  • iShares Russell 2000 ETF made up 0.05% of Facet Wealth Inc's portfolio in Q2 2026, its #68 holding.
  • Facet Wealth Inc first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.