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 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

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

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

Hohimer Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 2,485 shares worth $747K. The position accounts for 0.07% of the portfolio, ranked #192.

Hohimer Wealth Management first reported a position in IWM in Q4 2019 and has held it in 21 quarters since. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Hohimer Wealth Management held 2,485 shares of iShares Russell 2000 ETF worth $747K as of Q2 2026.
Hohimer Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.07% of Hohimer Wealth Management's portfolio in Q2 2026, its #192 holding.
Hohimer Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 21 quarters since.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.