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

Juncture 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	$211K	Buy	+701	New	+$197K	0.05%	174
2025 Q3	–	Sell	-1,008	Closed	-$218K	–	136
2025 Q2	$218K	Sell	1,008 -345	-25%	-$69.4K	0.08%	114
2025 Q1	$270K	Buy	1,353 +37	+3%	+$8.03K	0.1%	108
2024 Q4	$291K	Buy	+1,316	New	+$300K	0.11%	109
2022 Q2	–	Sell	-1,229	Closed	-$252K	–	112
2022 Q1	$252K	Sell	1,229 -2,690	-69%	-$549K	0.12%	107
2021 Q4	$872K	Sell	3,919 -11	-0.3%	-$2.49K	0.42%	52
2021 Q3	$860K	Sell	3,930 -154	-4%	-$34.1K	0.45%	47
2021 Q2	$909K	Sell	4,084 -33,139	-89%	-$7.45M	0.52%	43
2021 Q1	$8.12M	Buy	+37,223	New	+$8.13M	5.11%	4

Other funds holding IWM

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Juncture Wealth Strategies opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 701 shares worth $211K. The stake represents 0.05% of the portfolio and ranks #174 among its holdings. This is a return to the name: Juncture Wealth Strategies previously reported a position in IWM as recently as Q2 2025.

Juncture Wealth Strategies first reported a position in IWM in Q1 2021 and has held it in 9 quarters since. The position peaked at $8.12M in Q1 2021. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Juncture Wealth Strategies held 701 shares of iShares Russell 2000 ETF worth $211K as of Q2 2026.
iShares Russell 2000 ETF was a new Juncture Wealth Strategies position in Q2 2026.
iShares Russell 2000 ETF made up 0.05% of Juncture Wealth Strategies's portfolio in Q2 2026, its #174 holding.
Juncture Wealth Strategies first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 9 quarters since.
Juncture Wealth Strategies's iShares Russell 2000 ETF position peaked at $8.12M in Q1 2021.
526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.