Insight Wealth Strategies’s iShares Russell 2000 ETF IWM Stock Holding History

Insight Wealth Strategies’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	$374K	Sell	1,248 -97	-7%	-$27.3K	0.04%	139
2026 Q1	$334K	Sell	1,345 -200	-13%	-$51.6K	0.04%	145
2025 Q4	$380K	Buy	1,545 +5	+0.3%	+$1.23K	0.04%	132
2025 Q3	$373K	Buy	1,540 +4	+0.3%	+$918	0.04%	138
2025 Q2	$335K	Buy	1,536 +8	+0.5%	+$1.61K	0.04%	139
2025 Q1	$305K	Buy	1,528 +3	+0.2%	+$651	0.04%	133
2024 Q4	$337K	Buy	1,525 +4	+0.3%	+$912	0.05%	131
2024 Q3	$336K	Buy	1,521 +5	+0.3%	+$1.07K	0.04%	139
2024 Q2	$308K	Buy	1,516 +14	+0.9%	+$2.83K	0.04%	143
2024 Q1	$316K	Buy	+1,502	New	+$300K	0.05%	144
2022 Q2	–	Sell	-2,673	Closed	-$549K	–	155
2022 Q1	$549K	Buy	+2,673	New	+$545K	0.08%	121
2021 Q4	–	Sell	-1,022	Closed	-$224K	–	177
2021 Q3	$224K	Buy	1,022 +60	+6%	+$13.3K	0.03%	177
2021 Q2	$221K	Buy	+962	New	+$216K	0.03%	174
2020 Q1	–	Sell	-1,371	Closed	-$227K	–	176
2019 Q4	$227K	Buy	+1,371	New	+$217K	0.05%	187

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

Insight Wealth Strategies's IWM Position: Q2 2026 in Review

Insight Wealth Strategies reduced its iShares Russell 2000 ETF (IWM) stake by 7.2% in Q2 2026, selling an estimated $27.3K and leaving 1,248 shares worth $374K. The position accounts for 0.04% of the portfolio, ranked #139.

Insight Wealth Strategies first reported a position in IWM in Q4 2019 and has held it in 14 quarters since. The position peaked at $549K in Q1 2022. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Insight Wealth Strategies held 1,248 shares of iShares Russell 2000 ETF worth $374K as of Q2 2026.
Insight Wealth Strategies sold 97 iShares Russell 2000 ETF shares in Q2 2026, an estimated $27.3K.
iShares Russell 2000 ETF made up 0.04% of Insight Wealth Strategies's portfolio in Q2 2026, its #139 holding.
Insight Wealth Strategies first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 14 quarters since.
Insight Wealth Strategies's iShares Russell 2000 ETF position peaked at $549K in Q1 2022.
1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.