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KWB Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

KWB Wealth’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 		$378K Hold
1,258
– – 0.03% 126
2026
Q1 		$310K Hold
1,258
– – 0.03% 130
2025
Q4 		$310K Hold
1,258
– – 0.03% 140
2025
Q3 		$271K Hold
1,258
– – 0.03% 131
2025
Q2 		$251K Hold
1,258
– – 0.03% 141
2025
Q1 		$278K Hold
1,258
– – 0.03% 129
2024
Q4 		$278K Hold
1,258
– – 0.03% 126
2024
Q3 		$255K Sell
1,258
-162
-11% -$34.7K 0.03% 117
2024
Q2 		$299K Hold
1,420
– – 0.04% 106
2024
Q1 		$299K Buy
1,420
+162
+13% +$32.3K 0.04% 109
2023
Q4 		$252K Hold
1,258
– – 0.04% 116
2023
Q3 		$236K Hold
1,258
– – 0.04% 115
2023
Q2 		$236K Sell
1,258
-6
-0.5% -$1.07K 0.04% 116
2023
Q1 		$220K Hold
1,264
– – 0.04% 113
2022
Q4 		$220K Hold
1,264
– – 0.04% 106
2022
Q3 		$208K Hold
1,264
– – 0.04% 102
2022
Q2 		$214K Hold
1,264
– – 0.04% 98
2022
Q1 		$281K Hold
1,264
– – 0.05% 76
2021
Q4 		$281K Hold
1,264
– – 0.05% 76
2021
Q3 		$277K Hold
1,264
– – 0.05% 74
2021
Q2 		$279K Hold
1,264
– – 0.05% 69
2021
Q1 		$279K Buy
+1,264
New +$276K 0.05% 70

Other funds holding IWM

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

KWB Wealth's IWM Position: Q2 2026 in Review

KWB Wealth held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,258 shares worth $378K. The position accounts for 0.03% of the portfolio, ranked #126.

KWB Wealth first reported a position in IWM in Q1 2021 and has held it in 22 quarters since. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • KWB Wealth held 1,258 shares of iShares Russell 2000 ETF worth $378K as of Q2 2026.
  • KWB Wealth left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.03% of KWB Wealth's portfolio in Q2 2026, its #126 holding.
  • KWB Wealth first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 22 quarters since.
  • 526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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