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HighMark Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

HighMark Wealth 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 		$15.3M Sell
51,019
-3,597
-7% -$1.01M 5.13% 4
2026
Q1 		$13.5M Buy
54,616
+1,033
+2% +$266K 5.51% 3
2025
Q4 		$13.2M Buy
53,583
+28
+0.1% +$6.88K 5.37% 3
2025
Q3 		$13M Sell
53,555
-1,900
-3% -$436K 5.71% 3
2025
Q2 		$12M Sell
55,455
-1,637
-3% -$329K 5.85% 3
2025
Q1 		$11.4M Sell
57,092
-1,160
-2% -$252K 6.73% 3
2024
Q4 		$12.9M Sell
58,252
-741
-1% -$169K 7.4% 3
2024
Q3 		$13M Sell
58,993
-1,573
-3% -$337K 7.13% 3
2024
Q2 		$12.3M Sell
60,566
-1,577
-3% -$319K 7.4% 3
2024
Q1 		$13M Sell
62,143
-775
-1% -$155K 8.05% 3
2023
Q4 		$4.11K Buy
62,918
+62,850
+92,426% +$11.3M ﹤0.01% 400
2023
Q3 		$12.1K Hold
68
– – 0.01% 240
2023
Q2 		$12.8K Sell
68
-14
-17% -$2.5K 0.01% 230
2023
Q1 		$14.7K Sell
82
-1
-1% -$184 0.01% 241
2022
Q4 		$14.5K Hold
83
– – 0.01% 205
2022
Q3 		$14K Sell
83
-4,653
-98% -$849K 0.01% 198
2022
Q2 		$802K Buy
4,736
+4,646
+5,162% +$856K 0.64% 20
2022
Q1 		$19K Sell
90
-41,045
-100% -$8.37M 0.01% 182
2021
Q4 		$9.15M Buy
+41,135
New +$9.29M 5.8% 4
2020
Q4 		– Sell
-151
Closed -$23K – 465
2020
Q3 		$23K Hold
151
– – 0.02% 155
2020
Q2 		$22K Sell
151
-219
-59% -$28.7K 0.02% 126
2020
Q1 		$42K Sell
370
-72
-16% -$10.7K 0.05% 74
2019
Q4 		$73K Buy
+442
New +$69.9K 0.08% 64

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HighMark Wealth Management's IWM Position: Q2 2026 in Review

HighMark Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 6.6% in Q2 2026, selling an estimated $1.01M and leaving 51,019 shares worth $15.3M. The position accounts for 5.13% of the portfolio, ranked #4.

HighMark Wealth Management first reported a position in IWM in Q4 2019 and has held it in 23 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • HighMark Wealth Management held 51,019 shares of iShares Russell 2000 ETF worth $15.3M as of Q2 2026.
  • HighMark Wealth Management sold 3,597 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.01M.
  • iShares Russell 2000 ETF made up 5.13% of HighMark Wealth Management's portfolio in Q2 2026, its #4 holding.
  • HighMark Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 23 quarters since.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.