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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

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 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. 936 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.
  • 936 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.