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Laurel Oak Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Laurel Oak 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 		$804K Sell
2,676
-3
-0.1% -$843 0.12% 144
2026
Q1 		$664K Buy
2,679
+265
+11% +$68.4K 0.11% 152
2025
Q4 		$594K Buy
+2,414
New +$593K 0.1% 164

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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
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
WT
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

Laurel Oak Wealth Management's IWM Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.11% in Q2 2026, selling an estimated $843 and leaving 2,676 shares worth $804K. The position accounts for 0.12% of the portfolio, ranked #144.

Laurel Oak Wealth Management first reported a position in IWM in Q4 2025 and has held it in 3 quarters since. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Laurel Oak Wealth Management held 2,676 shares of iShares Russell 2000 ETF worth $804K as of Q2 2026.
  • Laurel Oak Wealth Management sold 3 iShares Russell 2000 ETF shares in Q2 2026, an estimated $843.
  • iShares Russell 2000 ETF made up 0.12% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #144 holding.
  • Laurel Oak Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.