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

Howard 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	$941K	Sell	3,132 -21	-0.7%	-$5.9K	0.35%	63
2026 Q1	$782K	Sell	3,153 -117	-4%	-$30.2K	0.33%	66
2025 Q4	$805K	Sell	3,270 -59	-2%	-$14.5K	0.35%	62
2025 Q3	$806K	Sell	3,329 -6	-0.2%	-$1.38K	0.37%	67
2025 Q2	$720K	Sell	3,335 -237	-7%	-$47.7K	0.36%	67
2025 Q1	$713K	Sell	3,572 -213	-6%	-$46.2K	0.4%	65
2024 Q4	$836K	Sell	3,785 -445	-11%	-$101K	0.45%	59
2024 Q3	$934K	Sell	4,230 -143	-3%	-$30.6K	0.54%	51
2024 Q2	$887K	Sell	4,373 -135	-3%	-$27.3K	0.7%	38
2024 Q1	$948K	Sell	4,508 -62	-1%	-$12.4K	0.77%	35
2023 Q4	$917K	Sell	4,570 -133	-3%	-$23.8K	0.77%	37
2023 Q3	$831K	Sell	4,703 -166	-3%	-$31.2K	0.77%	37
2023 Q2	$912K	Sell	4,869 -33	-0.7%	-$5.88K	0.79%	35
2023 Q1	$875K	Sell	4,902 -68	-1%	-$12.5K	0.73%	41
2022 Q4	$866K	Buy	4,970 +69	+1%	+$12.3K	0.71%	39
2022 Q3	$808K	Buy	+4,901	New	+$894K	0.57%	46
2022 Q2	–	Sell	-4,932	Closed	-$1.01M	–	100
2022 Q1	$1.01M	Buy	4,932 +30	+0.6%	+$6.12K	0.55%	49
2021 Q4	$1.09M	Buy	4,902 +101	+2%	+$22.8K	0.58%	48
2021 Q3	$1.05M	Sell	4,801 -66	-1%	-$14.6K	0.59%	48
2021 Q2	$1.12M	Sell	4,867 -11	-0.2%	-$2.47K	0.61%	44
2021 Q1	$1.08M	Buy	4,878 +124	+3%	+$27.1K	0.63%	42
2020 Q4	$932K	Buy	4,754 +66	+1%	+$11.5K	0.58%	46
2020 Q3	$702K	Buy	4,688 +31	+0.7%	+$4.66K	0.5%	49
2020 Q2	$666K	Sell	4,657 -516	-10%	-$67.7K	0.54%	49
2020 Q1	$592K	Buy	5,173 +903	+21%	+$135K	0.62%	40
2019 Q4	$707K	Buy	+4,270	New	+$675K	0.59%	34

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

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

Howard Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.67% in Q2 2026, selling an estimated $5.9K and leaving 3,132 shares worth $941K. The position accounts for 0.35% of the portfolio, ranked #63.

Howard Wealth Management first reported a position in IWM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.12M in Q2 2021. 991 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Howard Wealth Management held 3,132 shares of iShares Russell 2000 ETF worth $941K as of Q2 2026.
Howard Wealth Management sold 21 iShares Russell 2000 ETF shares in Q2 2026, an estimated $5.9K.
iShares Russell 2000 ETF made up 0.35% of Howard Wealth Management's portfolio in Q2 2026, its #63 holding.
Howard Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 26 quarters since.
Howard Wealth Management's iShares Russell 2000 ETF position peaked at $1.12M in Q2 2021.
991 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.