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Holistic Financial Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Holistic Financial Partners’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 		$4.32M Sell
14,373
-93
-0.6% -$26.1K 2.64% 9
2026
Q1 		$3.59M Sell
14,466
-298
-2% -$76.9K 1.33% 18
2025
Q4 		$3.63M Sell
14,764
-355
-2% -$87.3K 1.32% 17
2025
Q3 		$3.66M Sell
15,119
-106
-0.7% -$24.3K 1.5% 16
2025
Q2 		$3.29M Sell
15,225
-371
-2% -$74.7K 1.44% 16
2025
Q1 		$3.11M Sell
15,596
-36
-0.2% -$7.81K 1.5% 17
2024
Q4 		$3.45M Sell
15,632
-24
-0.2% -$5.47K 1.72% 15
2024
Q3 		$3.46M Sell
15,656
-159
-1% -$34K 1.66% 12
2024
Q2 		$3.21M Sell
15,815
-186
-1% -$37.6K 1.61% 12
2024
Q1 		$3.37M Sell
16,001
-200
-1% -$39.9K 1.71% 11
2023
Q4 		$3.25M Sell
16,201
-91
-0.6% -$16.3K 1.96% 11
2023
Q3 		$2.88M Sell
16,292
-1,459
-8% -$274K 1.91% 11
2023
Q2 		$3.32M Sell
17,751
-106
-0.6% -$18.9K 2.31% 11
2023
Q1 		$3.19M Sell
17,857
-1,663
-9% -$306K 2.49% 10
2022
Q4 		$3.4M Sell
19,520
-136
-0.7% -$24.2K 3.05% 8
2022
Q3 		$3.24M Sell
19,656
-73
-0.4% -$13.3K 3.21% 7
2022
Q2 		$3.34M Sell
19,729
-18
-0.1% -$3.32K 3.15% 8
2022
Q1 		$4.05M Sell
19,747
-978
-5% -$200K 2.58% 10
2021
Q4 		$4.61M Hold
20,725
– – 2.67% 10
2021
Q3 		$4.53M Sell
20,725
-86
-0.4% -$19.1K 2.8% 10
2021
Q2 		$4.77M Sell
20,811
-278
-1% -$62.5K 2.85% 10
2021
Q1 		$4.66M Sell
21,089
-175
-0.8% -$38.2K 3.07% 10
2020
Q4 		$4.17M Sell
21,264
-81
-0.4% -$14.2K 2.88% 10
2020
Q3 		$3.19M Sell
21,345
-1,341
-6% -$202K 2.56% 10
2020
Q2 		$3.25M Sell
22,686
-2,668
-11% -$350K 2.8% 10
2020
Q1 		$2.9M Sell
25,354
-1,004
-4% -$150K 3.01% 8
2019
Q4 		$4.37M Sell
26,358
-1,332
-5% -$211K 2.61% 9
2019
Q3 		$4.19M Sell
27,690
-7,217
-21% -$1.1M 3.72% 7
2019
Q2 		$5.43M Sell
34,907
-1,799
-5% -$277K 5.41% 6
2019
Q1 		$5.62M Sell
36,706
-2,528
-6% -$380K 2.37% 11
2018
Q4 		$5.25M Sell
39,234
-1,617
-4% -$241K 5.47% 7
2018
Q3 		$6.88M Sell
40,851
-3,758
-8% -$634K 6.42% 5
2018
Q2 		$7.31M Sell
44,609
-2,442
-5% -$391K 8.36% 4
2018
Q1 		$7.14M Sell
47,051
-327
-0.7% -$50.5K 5.96% 4
2017
Q4 		$7.22M Buy
+47,378
New +$7.12M 5.94% 4

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Holistic Financial Partners's IWM Position: Q2 2026 in Review

Holistic Financial Partners reduced its iShares Russell 2000 ETF (IWM) stake by 0.64% in Q2 2026, selling an estimated $26.1K and leaving 14,373 shares worth $4.32M. The position accounts for 2.64% of the portfolio, ranked #9.

Holistic Financial Partners first reported a position in IWM in Q4 2017 and has held it in 35 quarters since. The position peaked at $7.31M in Q2 2018. 959 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Holistic Financial Partners held 14,373 shares of iShares Russell 2000 ETF worth $4.32M as of Q2 2026.
  • Holistic Financial Partners sold 93 iShares Russell 2000 ETF shares in Q2 2026, an estimated $26.1K.
  • iShares Russell 2000 ETF made up 2.64% of Holistic Financial Partners's portfolio in Q2 2026, its #9 holding.
  • Holistic Financial Partners first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 35 quarters since.
  • Holistic Financial Partners's iShares Russell 2000 ETF position peaked at $7.31M in Q2 2018.
  • 959 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.