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Hennion & Walsh Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Hennion & Walsh Asset 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 		$1.02M Buy
3,401
+31
+0.9% +$8.71K 0.03% 559
2026
Q1 		$836K Hold
3,370
– – 0.03% 561
2025
Q4 		$830K Hold
3,370
– – 0.03% 569
2025
Q3 		$815K Sell
3,370
-1
-0% -$229 0.03% 564
2025
Q2 		$727K Buy
3,371
+1
+0% +$201 0.03% 571
2025
Q1 		$672K Hold
3,370
– – 0.03% 567
2024
Q4 		$745K Hold
3,370
– – 0.03% 530
2024
Q3 		$743K Hold
3,370
– – 0.03% 522
2024
Q2 		$684K Hold
3,370
– – 0.04% 508
2024
Q1 		$709K Sell
3,370
-103
-3% -$20.5K 0.04% 491
2023
Q4 		$697K Buy
+3,473
New +$622K 0.04% 485
2023
Q2 		– Sell
-1,307
Closed -$233K – 819
2023
Q1 		$233K Sell
1,307
-20
-2% -$3.68K 0.01% 705
2022
Q4 		$231K Sell
1,327
-81
-6% -$14.4K 0.01% 703
2022
Q3 		$232K Sell
1,408
-71
-5% -$12.9K 0.02% 687
2022
Q2 		$250K Sell
1,479
-122
-8% -$22.5K 0.02% 674
2022
Q1 		$329K Buy
1,601
+320
+25% +$65.3K 0.02% 624
2021
Q4 		$285K Buy
+1,281
New +$289K 0.01% 660

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

Hennion & Walsh Asset Management's IWM Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its iShares Russell 2000 ETF (IWM) stake by 0.92% in Q2 2026, buying an estimated $8.71K and bringing the position to 3,401 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #559.

Hennion & Walsh Asset Management first reported a position in IWM in Q4 2021 and has held it in 17 quarters since. 1,116 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Hennion & Walsh Asset Management held 3,401 shares of iShares Russell 2000 ETF worth $1.02M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 31 iShares Russell 2000 ETF shares in Q2 2026, an estimated $8.71K.
  • iShares Russell 2000 ETF made up 0.03% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #559 holding.
  • Hennion & Walsh Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 17 quarters since.
  • 1,116 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.