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

Heartwood 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	$1.26M	Sell	4,186 -75	-2%	-$21.1K	0.1%	93
2026 Q1	$1.06M	Buy	4,261 +64	+2%	+$16.5K	0.09%	95
2025 Q4	$1.03M	Sell	4,197 -39	-0.9%	-$9.59K	0.1%	86
2025 Q3	$1.02M	Buy	4,236 +105	+3%	+$24.1K	0.1%	85
2025 Q2	$891K	Hold	4,131	–	–	0.09%	90
2025 Q1	$824K	Sell	4,131 -4	-0.1%	-$868	0.09%	82
2024 Q4	$914K	Hold	4,135	–	–	0.1%	73
2024 Q3	$913K	Buy	4,135 +69	+2%	+$14.8K	0.1%	75
2024 Q2	$825K	Hold	4,066	–	–	0.1%	78
2024 Q1	$855K	Buy	4,066 +198	+5%	+$39.5K	0.11%	70
2023 Q4	$776K	Hold	3,868	–	–	0.1%	63
2023 Q3	$684K	Hold	3,868	–	–	0.1%	68
2023 Q2	$724K	Hold	3,868	–	–	0.1%	68
2023 Q1	$690K	Buy	3,868 +1,482	+62%	+$273K	0.1%	67
2022 Q4	$416K	Buy	+2,386	New	+$424K	0.07%	85
2022 Q3	–	Sell	-1,549	Closed	-$262K	–	117
2022 Q2	$262K	Buy	1,549 +155	+11%	+$28.6K	0.04%	101
2022 Q1	$286K	Buy	1,394 +25	+2%	+$5.1K	0.04%	100
2021 Q4	$305K	Hold	1,369	–	–	0.05%	87
2021 Q3	$299K	Buy	+1,369	New	+$303K	0.05%	81

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

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

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

Heartwood Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 1.8% in Q2 2026, selling an estimated $21.1K and leaving 4,186 shares worth $1.26M. The position accounts for 0.1% of the portfolio, ranked #93.

Heartwood Wealth Advisors first reported a position in IWM in Q3 2021 and has held it in 19 quarters since. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Heartwood Wealth Advisors held 4,186 shares of iShares Russell 2000 ETF worth $1.26M as of Q2 2026.
Heartwood Wealth Advisors sold 75 iShares Russell 2000 ETF shares in Q2 2026, an estimated $21.1K.
iShares Russell 2000 ETF made up 0.1% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #93 holding.
Heartwood Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q3 2021 and has held it in 19 quarters since.
1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.