IFWM
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Institute for Wealth Management’s ProShares Short Russell2000 RWM Stock Holding History

Institute for Wealth Management’s Portfolio RWM Stock Details RWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$319 Buy
+24
New +$345 ﹤0.01% 1717

Other funds holding RWM

AFS
AFG Fiduciary Services Hingham, Massachusetts $128M AUM 24.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
TWPM
Total Wealth Planning & Management Ponte Vedra Beach, Florida $148M AUM
VL
Vima LLC Troy, Michigan $103M AUM
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in ProShares Short Russell2000 (RWM) in Q2 2026: 24 shares worth $319. The stake represents ﹤0.01% of the portfolio and ranks #1717 among its holdings.

10 funds tracked by Wall St. Rank hold RWM as of Q2 2026.

  • Institute for Wealth Management held 24 shares of ProShares Short Russell2000 worth $319 as of Q2 2026.
  • ProShares Short Russell2000 was a new Institute for Wealth Management position in Q2 2026.
  • ProShares Short Russell2000 made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1717 holding.
  • 10 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q2 2026.

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