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

HHM 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	$178K	Sell	591 -31	-5%	-$8.71K	0.02%	224
2026 Q1	$154K	Hold	622	–	–	0.02%	220
2025 Q4	$153K	Buy	622 +57	+10%	+$14K	0.02%	221
2025 Q3	$137K	Buy	565 +7	+1%	+$1.61K	0.02%	246
2025 Q2	$120K	Buy	558 +11	+2%	+$2.21K	0.01%	257
2025 Q1	$109K	Hold	547	–	–	0.01%	260
2024 Q4	$121K	Buy	547 +1	+0.2%	+$228	0.02%	244
2024 Q3	$121K	Hold	546	–	–	0.02%	231
2024 Q2	$111K	Hold	546	–	–	0.02%	232
2024 Q1	$115K	Hold	546	–	–	0.02%	196
2023 Q4	$110K	Buy	546 +23	+4%	+$4.12K	0.02%	202
2023 Q3	$92.4K	Hold	523	–	–	0.02%	200
2023 Q2	$97.9K	Hold	523	–	–	0.02%	209
2023 Q1	$93.3K	Buy	523 +1	+0.2%	+$184	0.02%	205
2022 Q4	$91.1K	Buy	522 +505	+2,971%	+$89.8K	0.02%	180
2022 Q3	$3K	Hold	17	–	–	﹤0.01%	579
2022 Q2	$3K	Sell	17 -93	-85%	-$17.1K	﹤0.01%	710
2022 Q1	$23K	Hold	110	–	–	0.01%	424
2021 Q4	$25K	Buy	+110	New	+$24.9K	0.01%	398
2020 Q3	–	Sell	-30	Closed	-$4K	–	523
2020 Q2	$4K	Hold	30	–	–	﹤0.01%	423
2020 Q1	$3K	Buy	+30	New	+$4.47K	﹤0.01%	417

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

HHM Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 5% in Q2 2026, selling an estimated $8.71K and leaving 591 shares worth $178K. The position accounts for 0.02% of the portfolio, ranked #224.

HHM Wealth Advisors first reported a position in IWM in Q1 2020 and has held it in 21 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

HHM Wealth Advisors held 591 shares of iShares Russell 2000 ETF worth $178K as of Q2 2026.
HHM Wealth Advisors sold 31 iShares Russell 2000 ETF shares in Q2 2026, an estimated $8.71K.
iShares Russell 2000 ETF made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #224 holding.
HHM Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 21 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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