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Financial Synergies Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Financial Synergies Wealth Advisors’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 		$2.21M Sell
7,362
-239
-3% -$67.2K 0.19% 44
2026
Q1 		$1.89M Sell
7,601
-245
-3% -$63.2K 0.18% 48
2025
Q4 		$1.93M Buy
7,846
+129
+2% +$31.7K 0.19% 42
2025
Q3 		$1.87M Sell
7,717
-79
-1% -$18.1K 0.19% 41
2025
Q2 		$1.68M Buy
7,796
+3
+0% +$604 0.18% 41
2025
Q1 		$1.55M Sell
7,793
-30
-0.4% -$6.51K 0.19% 37
2024
Q4 		$1.73M Sell
7,823
-25
-0.3% -$5.7K 0.21% 35
2024
Q3 		$1.73M Buy
7,848
+11
+0.1% +$2.35K 0.22% 35
2024
Q2 		$1.59M Sell
7,837
-1,551
-17% -$313K 0.21% 35
2024
Q1 		$1.97M Sell
9,388
-3,447
-27% -$688K 0.26% 35
2023
Q4 		$2.24M Buy
12,835
+2,858
+29% +$512K 0.35% 29
2023
Q3 		$1.76M Sell
9,977
-494
-5% -$92.7K 0.25% 32
2023
Q2 		$1.96M Sell
10,471
-2,430
-19% -$433K 0.28% 32
2023
Q1 		$2.3M Buy
12,901
+66
+0.5% +$12.2K 0.34% 30
2022
Q4 		$2.24M Buy
12,835
+8
+0.1% +$1.42K 0.35% 29
2022
Q3 		$2.12M Sell
12,827
-1,798
-12% -$328K 0.36% 22
2022
Q2 		$2.48M Sell
14,625
-1,069
-7% -$197K 0.4% 23
2022
Q1 		$3.22M Sell
15,694
-291
-2% -$59.4K 0.51% 21
2021
Q4 		$3.56M Sell
15,985
-214
-1% -$48.4K 0.49% 22
2021
Q3 		$3.54M Sell
16,199
-440
-3% -$97.5K 0.48% 21
2021
Q2 		$3.82M Sell
16,639
-164
-1% -$36.9K 0.52% 20
2021
Q1 		$3.71M Sell
16,803
-114
-0.7% -$24.9K 0.54% 21
2020
Q4 		$3.32M Sell
16,917
-15,513
-48% -$2.71M 0.52% 21
2020
Q3 		$4.86M Sell
32,430
-19,094
-37% -$2.87M 1.24% 19
2020
Q2 		$7.38M Buy
+51,524
New +$6.76M 2.5% 11

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

Financial Synergies Wealth Advisors's IWM Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 3.1% in Q2 2026, selling an estimated $67.2K and leaving 7,362 shares worth $2.21M. The position accounts for 0.19% of the portfolio, ranked #44.

Financial Synergies Wealth Advisors first reported a position in IWM in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.38M in Q2 2020. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Financial Synergies Wealth Advisors held 7,362 shares of iShares Russell 2000 ETF worth $2.21M as of Q2 2026.
  • Financial Synergies Wealth Advisors sold 239 iShares Russell 2000 ETF shares in Q2 2026, an estimated $67.2K.
  • iShares Russell 2000 ETF made up 0.19% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • Financial Synergies Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q2 2020 and has held it in 25 quarters since.
  • Financial Synergies Wealth Advisors's iShares Russell 2000 ETF position peaked at $7.38M in Q2 2020.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.