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GoalVest Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

GoalVest Advisory’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 		$236K Hold
785
– – 0.04% 117
2026
Q1 		$195K Sell
785
-50
-6% -$12.9K 0.04% 149
2025
Q4 		$206K Sell
835
-226
-21% -$55.6K 0.04% 146
2025
Q3 		$257K Hold
1,061
– – 0.05% 119
2025
Q2 		$229K Buy
1,061
+740
+231% +$149K 0.06% 120
2025
Q1 		$64K Hold
321
– – 0.02% 170
2024
Q4 		$70.9K Hold
321
– – 0.02% 165
2024
Q3 		$70.9K Hold
321
– – 0.02% 162
2024
Q2 		$65.1K Sell
321
-71
-18% -$14.3K 0.02% 157
2024
Q1 		$82.4K Buy
392
+8
+2% +$1.6K 0.03% 163
2023
Q4 		$77.1K Sell
384
-426
-53% -$76.3K 0.03% 108
2023
Q3 		$143K Buy
810
+321
+66% +$60.3K 0.07% 84
2023
Q2 		$91.6K Buy
489
+331
+209% +$59K 0.05% 103
2023
Q1 		$28.2K Sell
158
-27
-15% -$4.97K 0.02% 150
2022
Q4 		$32.3K Hold
185
– – 0.02% 130
2022
Q3 		$31K Sell
185
-380
-67% -$69.3K 0.02% 132
2022
Q2 		$98K Hold
565
– – 0.06% 128
2022
Q1 		$116K Buy
+565
New +$115K 0.07% 123
2021
Q2 		$130K Hold
565
– – 0.08% 125
2021
Q1 		$125K Sell
565
-31
-5% -$6.77K 0.09% 110
2020
Q4 		$117K Buy
+596
New +$104K 0.1% 97

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

GoalVest Advisory's IWM Position: Q2 2026 in Review

GoalVest Advisory held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 785 shares worth $236K. The position accounts for 0.04% of the portfolio, ranked #117.

GoalVest Advisory first reported a position in IWM in Q4 2020 and has held it in 21 quarters since. The position peaked at $257K in Q3 2025. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • GoalVest Advisory held 785 shares of iShares Russell 2000 ETF worth $236K as of Q2 2026.
  • GoalVest Advisory left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.04% of GoalVest Advisory's portfolio in Q2 2026, its #117 holding.
  • GoalVest Advisory first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 21 quarters since.
  • GoalVest Advisory's iShares Russell 2000 ETF position peaked at $257K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.