Keudell/Morrison Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Keudell/Morrison 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	$300K	Sell	999 -273	-21%	-$76.7K	0.06%	196
2026 Q1	$315K	Hold	1,272	–	–	0.06%	177
2025 Q4	$313K	Buy	+1,272	New	+$313K	0.07%	176
2025 Q2	$216K	Buy	+999	New	+$201K	0.05%	212
2025 Q1	–	Sell	-999	Closed	-$221K	–	226
2024 Q4	$221K	Hold	999	–	–	0.06%	198
2024 Q3	$221K	Hold	999	–	–	0.06%	198
2024 Q2	$203K	Hold	999	–	–	0.06%	198
2024 Q1	$210K	Sell	999 -75	-7%	-$15K	0.06%	194
2023 Q4	$216K	Buy	+1,074	New	+$192K	0.07%	182
2022 Q2	–	Sell	-1,000	Closed	-$205K	–	178
2022 Q1	$205K	Hold	1,000	–	–	0.09%	169
2021 Q4	$222K	Hold	1,000	–	–	0.09%	174
2021 Q3	$219K	Hold	1,000	–	–	0.09%	164
2021 Q2	$229K	Hold	1,000	–	–	0.13%	156
2021 Q1	$221K	Buy	+1,000	New	+$218K	0.13%	155

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

Keudell/Morrison Wealth Management's IWM Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 21% in Q2 2026, selling an estimated $76.7K and leaving 999 shares worth $300K. The position accounts for 0.06% of the portfolio, ranked #196.

Keudell/Morrison Wealth Management first reported a position in IWM in Q1 2021 and has held it in 14 quarters since. The position peaked at $315K in Q1 2026. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Keudell/Morrison Wealth Management held 999 shares of iShares Russell 2000 ETF worth $300K as of Q2 2026.
Keudell/Morrison Wealth Management sold 273 iShares Russell 2000 ETF shares in Q2 2026, an estimated $76.7K.
iShares Russell 2000 ETF made up 0.06% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #196 holding.
Keudell/Morrison Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 14 quarters since.
Keudell/Morrison Wealth Management's iShares Russell 2000 ETF position peaked at $315K in Q1 2026.
526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.