HWM
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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

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

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. 2,734 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.
  • 2,734 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.