FW
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Fairway Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Fairway Wealth’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 		$5.65M Sell
18,821
-237
-1% -$66.6K 1.29% 19
2026
Q1 		$4.73M Buy
19,058
+962
+5% +$248K 1.25% 19
2025
Q4 		$4.45M Sell
18,096
-20
-0.1% -$4.92K 1.2% 19
2025
Q3 		$4.38M Buy
18,116
+58
+0.3% +$13.3K 1.23% 19
2025
Q2 		$3.9M Buy
18,058
+13,178
+270% +$2.65M 1.25% 19
2025
Q1 		$973K Buy
4,880
+11
+0.2% +$2.39K 0.36% 33
2024
Q4 		$1.08M Sell
4,869
-195
-4% -$44.5K 0.48% 30
2024
Q3 		$1.12M Buy
5,064
+18
+0.4% +$3.85K 0.57% 27
2024
Q2 		$1.02M Buy
5,046
+14
+0.3% +$2.83K 0.6% 26
2024
Q1 		$1.06M Buy
5,032
+12
+0.2% +$2.39K 0.72% 25
2023
Q4 		$1.01M Buy
+5,020
New +$899K 0.77% 26

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

Fairway Wealth's IWM Position: Q2 2026 in Review

Fairway Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 1.2% in Q2 2026, selling an estimated $66.6K and leaving 18,821 shares worth $5.65M. The position accounts for 1.29% of the portfolio, ranked #19.

Fairway Wealth first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 992 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Fairway Wealth held 18,821 shares of iShares Russell 2000 ETF worth $5.65M as of Q2 2026.
  • Fairway Wealth sold 237 iShares Russell 2000 ETF shares in Q2 2026, an estimated $66.6K.
  • iShares Russell 2000 ETF made up 1.29% of Fairway Wealth's portfolio in Q2 2026, its #19 holding.
  • Fairway Wealth first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 992 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Fairway Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.