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

FSM 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 		$916K Buy
3,047
+5
+0.2% +$1.41K 0.1% 118
2026
Q1 		$754K Sell
3,042
-95
-3% -$24.5K 0.1% 121
2025
Q4 		$772K Sell
3,137
-141
-4% -$34.7K 0.11% 111
2025
Q3 		$793K Buy
3,278
+10
+0.3% +$2.29K 0.11% 109
2025
Q2 		$718K Buy
3,268
+468
+17% +$94.2K 0.12% 112
2025
Q1 		$559K Buy
2,800
+205
+8% +$44.5K 0.13% 100
2024
Q4 		$583K Buy
2,595
+195
+8% +$44.5K 0.14% 89
2024
Q3 		$530K Buy
2,400
+6
+0.3% +$1.28K 0.14% 90
2024
Q2 		$486K Buy
2,394
+4
+0.2% +$808 0.16% 86
2024
Q1 		$503K Buy
2,390
+995
+71% +$198K 0.18% 87
2023
Q4 		$280K Buy
+1,395
New +$250K 0.12% 121

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FSM Wealth Advisors's IWM Position: Q2 2026 in Review

FSM Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.16% in Q2 2026, buying an estimated $1.41K and bringing the position to 3,047 shares worth $916K. The position accounts for 0.1% of the portfolio, ranked #118.

FSM Wealth Advisors first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • FSM Wealth Advisors held 3,047 shares of iShares Russell 2000 ETF worth $916K as of Q2 2026.
  • FSM Wealth Advisors bought 5 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.41K.
  • iShares Russell 2000 ETF made up 0.1% of FSM Wealth Advisors's portfolio in Q2 2026, its #118 holding.
  • FSM Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.