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Fluent Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Fluent Financial’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 		$27.4M Buy
91,126
+36,983
+68% +$10.4M 9.77% 3
2026
Q1 		$14.4M Buy
54,143
+5,988
+12% +$1.54M 5.25% 5
2025
Q4 		$11.9M Buy
48,155
+11,747
+32% +$2.89M 4.52% 5
2025
Q3 		$8.81M Sell
36,408
-1,517
-4% -$348K 3.45% 7
2025
Q2 		$8.18M Sell
37,925
-621
-2% -$125K 3.37% 8
2025
Q1 		$7.69M Sell
38,546
-1,940
-5% -$421K 3.35% 8
2024
Q4 		$8.95M Sell
40,486
-3,853
-9% -$879K 3.96% 5
2024
Q3 		$9.79M Sell
44,339
-1,236
-3% -$264K 4.71% 3
2024
Q2 		$9.25M Buy
45,575
+1,490
+3% +$301K 4.66% 3
2024
Q1 		$9.27M Buy
44,085
+8,108
+23% +$1.62M 5.13% 3
2023
Q4 		$7.22M Sell
35,977
-14,085
-28% -$2.52M 4.29% 3
2023
Q3 		$8.85M Sell
50,062
-5,965
-11% -$1.12M 4.76% 2
2023
Q2 		$10.5M Buy
56,027
+50,785
+969% +$9.05M 6.81% 2
2023
Q1 		$935K Sell
5,242
-42,769
-89% -$7.87M 0.64% 40
2022
Q4 		$8.37M Sell
48,011
-2,212
-4% -$393K 4.99% 2
2022
Q3 		$8.28M Sell
50,223
-350
-0.7% -$63.8K 4.54% 2
2022
Q2 		$8.56M Buy
50,573
+3,444
+7% +$635K 4.39% 2
2022
Q1 		$9.68M Buy
47,129
+5,907
+14% +$1.2M 3.97% 2
2021
Q4 		$9.17M Buy
41,222
+8,800
+27% +$1.99M 3.73% 3
2021
Q3 		$7.09M Buy
32,422
+3,739
+13% +$829K 3.02% 11
2021
Q2 		$6.58M Buy
28,683
+8,116
+39% +$1.82M 2.82% 11
2021
Q1 		$4.03M Hold
20,567
– – 2.12% 17
2020
Q4 		$4.03M Buy
20,567
+4,145
+25% +$725K 2.12% 17
2020
Q3 		$2.46M Sell
16,422
-940
-5% -$141K 1.48% 23
2020
Q2 		$2.49M Buy
17,362
+774
+5% +$102K 1.53% 26
2020
Q1 		$1.9M Sell
16,588
-1,633
-9% -$243K 1.37% 28
2019
Q4 		$3.02M Sell
18,221
-14,893
-45% -$2.35M 1.85% 18
2019
Q3 		$5.01M Buy
33,114
+18,345
+124% +$2.8M 3.4% 4
2019
Q2 		$2.3M Buy
14,769
+559
+4% +$86.2K 1.71% 22
2019
Q1 		$2.17M Sell
14,210
-25,849
-65% -$3.88M 1.78% 23
2018
Q4 		$5.36M Buy
40,059
+7,075
+21% +$1.06M 3.62% 3
2018
Q3 		$5.56M Sell
32,984
-90
-0.3% -$15.2K 3.7% 3
2018
Q2 		$5.42M Buy
33,074
+14,690
+80% +$2.35M 3.58% 3
2018
Q1 		$2.79M Buy
18,384
+1,771
+11% +$274K 1.94% 17
2017
Q4 		$2.58M Buy
+16,613
New +$2.5M 1.81% 19

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Fluent Financial's IWM Position: Q2 2026 in Review

Fluent Financial increased its iShares Russell 2000 ETF (IWM) stake by 68% in Q2 2026, buying an estimated $10.4M and bringing the position to 91,126 shares worth $27.4M. The position accounts for 9.77% of the portfolio, ranked #3.

Fluent Financial first reported a position in IWM in Q4 2017 and has held it in 35 quarters since. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Fluent Financial held 91,126 shares of iShares Russell 2000 ETF worth $27.4M as of Q2 2026.
  • Fluent Financial bought 36,983 iShares Russell 2000 ETF shares in Q2 2026, an estimated $10.4M.
  • iShares Russell 2000 ETF made up 9.77% of Fluent Financial's portfolio in Q2 2026, its #3 holding.
  • Fluent Financial first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 35 quarters since.
  • 526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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