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

HCR 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 		$1.48M Sell
4,930
-121
-2% -$34K 0.13% 93
2026
Q1 		$1.25M Hold
5,051
– – 0.13% 98
2025
Q4 		$1.24M Buy
5,051
+340
+7% +$83.6K 0.12% 101
2025
Q3 		$1.15M Sell
4,711
-44
-0.9% -$10.1K 0.12% 99
2025
Q2 		$1.03M Sell
4,755
-134
-3% -$27K 0.12% 100
2025
Q1 		$975K Hold
4,889
– – 0.13% 104
2024
Q4 		$1.08M Buy
4,889
+90
+2% +$20.5K 0.14% 98
2024
Q3 		$1.06M Buy
4,799
+255
+6% +$54.6K 0.14% 99
2024
Q2 		$922K Buy
4,544
+261
+6% +$52.7K 0.13% 101
2024
Q1 		$901K Buy
4,283
+285
+7% +$56.9K 0.14% 102
2023
Q4 		$803K Buy
+3,998
New +$716K 0.13% 100
2021
Q1 		– Sell
-688
Closed -$135K – 217
2020
Q4 		$135K Hold
688
– – 0.03% 180
2020
Q3 		$103K Hold
688
– – 0.02% 166
2020
Q2 		$98K Sell
688
-195
-22% -$25.6K 0.02% 164
2020
Q1 		$101K Sell
883
-652
-42% -$97.2K 0.03% 157
2019
Q4 		$254K Buy
1,535
+50
+3% +$7.9K 0.06% 138
2019
Q3 		$227K Sell
1,485
-67
-4% -$10.2K 0.08% 139
2019
Q2 		$241K Buy
1,552
+121
+8% +$18.7K 0.07% 141
2019
Q1 		$218K Buy
+1,431
New +$215K 0.06% 157
2018
Q4 		– Sell
-2,384
Closed -$388K – 163
2018
Q3 		$388K Sell
2,384
-94
-4% -$15.9K 0.13% 114
2018
Q2 		$413K Sell
2,478
-50
-2% -$8K 0.14% 121
2018
Q1 		$384K Buy
2,528
+165
+7% +$25.5K 0.13% 123
2017
Q4 		$360K Buy
2,363
+785
+50% +$118K 0.13% 123
2017
Q3 		$234K Hold
1,578
– – 0.1% 142
2017
Q2 		$222K Sell
1,578
-73
-4% -$10.1K 0.11% 126
2017
Q1 		$227K Buy
1,651
+149
+10% +$20.4K 0.12% 134
2016
Q4 		$203K Buy
+1,502
New +$192K 0.11% 137

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

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

HCR Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 2.4% in Q2 2026, selling an estimated $34K and leaving 4,930 shares worth $1.48M. The position accounts for 0.13% of the portfolio, ranked #93.

HCR Wealth Advisors first reported a position in IWM in Q4 2016 and has held it in 27 quarters since. 1,061 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • HCR Wealth Advisors held 4,930 shares of iShares Russell 2000 ETF worth $1.48M as of Q2 2026.
  • HCR Wealth Advisors sold 121 iShares Russell 2000 ETF shares in Q2 2026, an estimated $34K.
  • iShares Russell 2000 ETF made up 0.13% of HCR Wealth Advisors's portfolio in Q2 2026, its #93 holding.
  • HCR Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 27 quarters since.
  • 1,061 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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