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Independent Wealth Network’s iShares Russell 2000 ETF IWM Stock Holding History

Independent Wealth Network’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 		$846K Buy
2,816
+67
+2% +$18.8K 0.22% 124
2026
Q1 		$682K Buy
2,749
+12
+0.4% +$3.1K 0.2% 127
2025
Q4 		$674K Buy
2,737
+233
+9% +$57.3K 0.21% 118
2025
Q3 		$606K Buy
2,504
+27
+1% +$6.2K 0.19% 126
2025
Q2 		$534K Buy
2,477
+62
+3% +$12.5K 0.19% 132
2025
Q1 		$482K Sell
2,415
-167
-6% -$36.2K 0.19% 134
2024
Q4 		$571K Buy
2,582
+744
+40% +$170K 0.23% 111
2024
Q3 		$406K Buy
1,838
+56
+3% +$12K 0.18% 135
2024
Q2 		$362K Buy
1,782
+144
+9% +$29.1K 0.17% 144
2024
Q1 		$344K Buy
1,638
+462
+39% +$92.2K 0.16% 151
2023
Q4 		$236K Buy
+1,176
New +$211K 0.12% 177

Other funds holding IWM

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
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
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Independent Wealth Network's IWM Position: Q2 2026 in Review

Independent Wealth Network increased its iShares Russell 2000 ETF (IWM) stake by 2.4% in Q2 2026, buying an estimated $18.8K and bringing the position to 2,816 shares worth $846K. The position accounts for 0.22% of the portfolio, ranked #124.

Independent Wealth Network first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 828 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Independent Wealth Network held 2,816 shares of iShares Russell 2000 ETF worth $846K as of Q2 2026.
  • Independent Wealth Network bought 67 iShares Russell 2000 ETF shares in Q2 2026, an estimated $18.8K.
  • iShares Russell 2000 ETF made up 0.22% of Independent Wealth Network's portfolio in Q2 2026, its #124 holding.
  • Independent Wealth Network first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 828 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.