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

Hohimer 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 Q3	$691K	Hold	2,485	–	–	0.07%	204
2026 Q2	$747K	Hold	2,485	–	–	0.07%	192
2026 Q1	$616K	Buy	2,485 +107	+4%	+$27.6K	0.07%	197
2025 Q4	$585K	Hold	2,378	–	–	0.08%	182
2025 Q3	$575K	Hold	2,378	–	–	0.08%	188
2025 Q2	$513K	Hold	2,378	–	–	0.09%	156
2025 Q1	$474K	Hold	2,378	–	–	0.09%	164
2024 Q4	$525K	Buy	2,378 +478	+25%	+$109K	0.1%	141
2024 Q3	$420K	Hold	1,900	–	–	0.09%	144
2024 Q2	$385K	Hold	1,900	–	–	0.09%	166
2024 Q1	$400K	Hold	1,900	–	–	0.09%	171
2023 Q4	$381K	Hold	1,900	–	–	0.1%	165
2023 Q3	$336K	Hold	1,900	–	–	0.1%	162
2023 Q2	$356K	Hold	1,900	–	–	0.1%	161
2023 Q1	$339K	Buy	+1,900	New	+$350K	0.1%	159
2022 Q2	–	Sell	-1,111	Closed	-$228K	–	210
2022 Q1	$228K	Sell	1,111 -31	-3%	-$6.32K	0.05%	189
2021 Q4	$254K	Hold	1,142	–	–	0.05%	180
2021 Q3	$250K	Buy	1,142 +11	+1%	+$2.44K	0.05%	161
2021 Q2	$259K	Sell	1,131 -60	-5%	-$13.5K	0.05%	165
2021 Q1	$263K	Buy	1,191 +60	+5%	+$13.1K	0.06%	155
2020 Q4	$222K	Buy	+1,131	New	+$198K	0.06%	168
2020 Q1	–	Sell	-1,300	Closed	-$215K	–	196
2019 Q4	$215K	Buy	+1,300	New	+$205K	0.07%	215

Other funds holding IWM

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Hohimer Wealth Management's IWM Position: Q3 2026 in Review

Hohimer Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 2,485 shares worth $691K. The position accounts for 0.07% of the portfolio, ranked #204.

Hohimer Wealth Management first reported a position in IWM in Q4 2019 and has held it in 22 quarters since. The position peaked at $747K in Q2 2026. 1,854 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Hohimer Wealth Management held 2,485 shares of iShares Russell 2000 ETF worth $691K as of Q3 2026.
Hohimer Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.07% of Hohimer Wealth Management's portfolio in Q3 2026, its #204 holding.
Hohimer Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 22 quarters since.
Hohimer Wealth Management's iShares Russell 2000 ETF position peaked at $747K in Q2 2026.
1,854 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Hohimer Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.