Hartford Financial Management’s iShares Russell 2000 ETF IWM Stock Holding History

Hartford Financial Management’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	$121K	Buy	402 +144	+56%	+$40.5K	0.03%	156
2026 Q1	$64K	Hold	258	–	–	0.02%	176
2025 Q4	$63.5K	Hold	258	–	–	0.02%	176
2025 Q3	$62.4K	Hold	258	–	–	0.02%	173
2025 Q2	$55.7K	Hold	258	–	–	0.02%	180
2025 Q1	$51.5K	Hold	258	–	–	0.01%	206
2024 Q4	$57K	Hold	258	–	–	0.01%	207
2024 Q3	$57K	Hold	258	–	–	0.01%	211
2024 Q2	$52.3K	Sell	258 -50	-16%	-$10.1K	0.01%	219
2024 Q1	$64.8K	Hold	308	–	–	0.01%	208
2023 Q4	$61.8K	Hold	308	–	–	0.01%	211
2023 Q3	$54.4K	Hold	308	–	–	0.01%	210
2023 Q2	$57.7K	Hold	308	–	–	0.01%	206
2023 Q1	$54.9K	Hold	308	–	–	0.01%	207
2022 Q4	$53.7K	Sell	308 -383	-55%	-$68.1K	0.01%	203
2022 Q3	$114K	Sell	691 -7	-1%	-$1.28K	0.03%	169
2022 Q2	$118K	Buy	698 +1	+0.1%	+$184	0.03%	167
2022 Q1	$143K	Buy	697 +51	+8%	+$10.4K	0.03%	164
2021 Q4	$144K	Buy	646 +2	+0.3%	+$452	0.03%	163
2021 Q3	$141K	Hold	644	–	–	0.04%	160
2021 Q2	$148K	Buy	644 +2	+0.3%	+$450	0.04%	159
2021 Q1	$142K	Hold	642	–	–	0.04%	158
2020 Q4	$126K	Buy	642 +1	+0.2%	+$175	0.03%	161
2020 Q3	$96K	Buy	641 +1	+0.2%	+$150	0.03%	164
2020 Q2	$92K	Buy	640 +3	+0.5%	+$394	0.03%	168
2020 Q1	$73K	Hold	637	–	–	0.03%	167
2019 Q4	$106K	Buy	637 +2	+0.3%	+$316	0.03%	175
2019 Q3	$96K	Hold	635	–	–	0.03%	179
2019 Q2	$99K	Buy	635 +2	+0.3%	+$308	0.03%	182
2019 Q1	$97K	Buy	633 +66	+12%	+$9.92K	0.03%	182
2018 Q4	$76K	Hold	567	–	–	0.03%	190
2018 Q3	$96K	Hold	567	–	–	0.03%	195
2018 Q2	$93K	Buy	+567	New	+$90.7K	0.03%	197
2017 Q4	–	Sell	-570	Closed	-$84K	–	365
2017 Q3	$84K	Buy	+570	New	+$80.2K	0.04%	165

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

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

Hartford Financial Management's IWM Position: Q2 2026 in Review

Hartford Financial Management increased its iShares Russell 2000 ETF (IWM) stake by 56% in Q2 2026, buying an estimated $40.5K and bringing the position to 402 shares worth $121K. The position accounts for 0.03% of the portfolio, ranked #156.

Hartford Financial Management first reported a position in IWM in Q3 2017 and has held it in 34 quarters since. The position peaked at $148K in Q2 2021. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Hartford Financial Management held 402 shares of iShares Russell 2000 ETF worth $121K as of Q2 2026.
Hartford Financial Management bought 144 iShares Russell 2000 ETF shares in Q2 2026, an estimated $40.5K.
iShares Russell 2000 ETF made up 0.03% of Hartford Financial Management's portfolio in Q2 2026, its #156 holding.
Hartford Financial Management first reported a position in iShares Russell 2000 ETF in Q3 2017 and has held it in 34 quarters since.
Hartford Financial Management's iShares Russell 2000 ETF position peaked at $148K in Q2 2021.
936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.