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

Institute for 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	–	Hold	0	–	–	–	638
2024 Q2	–	Hold	0	–	-$1.01M	–	510
2024 Q1	–	Hold	0	–	–	–	169
2023 Q4	–	Hold	0	–	–	–	119
2023 Q3	–	Hold	0	–	–	–	218
2023 Q2	–	Sell	-7,500	Closed	-$1.34M	–	16
2023 Q1	$1.34M	Buy	+7,500	New	+$1.38M	0.26%	102
2022 Q4	–	Hold	0	–	–	–	109
2022 Q2	–	Sell	-2,000	Closed	-$411K	–	549
2022 Q1	$411K	Sell	2,000 -500	-20%	-$102K	0.07%	332
2021 Q4	$2K	Sell	2,500 -500	-17%	-$113K	﹤0.01%	491
2021 Q3	$657K	Buy	+3,000	New	+$665K	0.12%	217
2020 Q4	–	Sell	-3,000	Closed	-$449K	–	450
2020 Q3	$449K	Buy	+3,000	New	+$451K	0.1%	244
2020 Q2	–	Sell	-16,600	Closed	-$1.9M	–	434
2020 Q1	$1.9M	Hold	16,600	–	–	0.59%	35
2019 Q4	$26K	Buy	+16,600	New	+$2.62M	0.01%	547

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Institute for Wealth Management's IWM Position: Q2 2026 in Review

Institute for Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 21% in Q2 2026, selling an estimated $907K and leaving 12,226 shares worth $3.67M. The position accounts for 0.32% of the portfolio, ranked #59.

Institute for Wealth Management first reported a position in IWM in Q2 2013 and has held it in 38 quarters since. The position peaked at $5.3M in Q2 2013. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Institute for Wealth Management held 12,226 shares of iShares Russell 2000 ETF worth $3.67M as of Q2 2026.
Institute for Wealth Management sold 3,229 iShares Russell 2000 ETF shares in Q2 2026, an estimated $907K.
iShares Russell 2000 ETF made up 0.32% of Institute for Wealth Management's portfolio in Q2 2026, its #59 holding.
Institute for Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 38 quarters since.
Institute for Wealth Management's iShares Russell 2000 ETF position peaked at $5.3M in Q2 2013.
1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.