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Heritage Wealth Architects’s iShares Russell 2000 ETF IWM Stock Holding History

Heritage Wealth Architects’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 		$519K Hold
1,767
– – 0.21% 47
2026
Q1 		$493K Hold
1,767
– – 0.21% 49
2025
Q4 		$468K Sell
1,767
-298
-14% -$73.3K 0.22% 47
2025
Q3 		$500K Buy
+2,065
New +$474K 0.31% 39

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

Heritage Wealth Architects's IWM Position: Q2 2026 in Review

Heritage Wealth Architects held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,767 shares worth $519K. The position accounts for 0.21% of the portfolio, ranked #47.

Heritage Wealth Architects first reported a position in IWM in Q3 2025 and has held it in 4 quarters since. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Heritage Wealth Architects held 1,767 shares of iShares Russell 2000 ETF worth $519K as of Q2 2026.
  • Heritage Wealth Architects left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.21% of Heritage Wealth Architects's portfolio in Q2 2026, its #47 holding.
  • Heritage Wealth Architects first reported a position in iShares Russell 2000 ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.