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Market Street Wealth Management Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Market Street Wealth Management Advisors’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 		$548K Hold
1,822
– – 0.08% 77
2026
Q1 		$452K Sell
1,822
-70
-4% -$18.1K 0.07% 75
2025
Q4 		$466K Hold
1,892
– – 0.07% 73
2025
Q3 		$458K Sell
1,892
-85
-4% -$19.5K 0.07% 73
2025
Q2 		$427K Hold
1,977
– – 0.07% 75
2025
Q1 		$394K Hold
1,977
– – 0.07% 76
2024
Q4 		$437K Hold
1,977
– – 0.07% 74
2024
Q3 		$437K Sell
1,977
-76
-4% -$16.3K 0.07% 76
2024
Q2 		$417K Hold
2,053
– – 0.07% 77
2024
Q1 		$432K Hold
2,053
– – 0.08% 79
2023
Q4 		$412K Sell
2,053
-47
-2% -$8.42K 0.09% 81
2023
Q3 		$371K Sell
2,100
-104
-5% -$19.5K 0.1% 79
2023
Q2 		$413K Sell
2,204
-159
-7% -$28.3K 0.1% 73
2023
Q1 		$422K Sell
2,363
-23
-1% -$4.24K 0.11% 77
2022
Q4 		$416K Hold
2,386
– – 0.12% 76
2022
Q3 		$394K Sell
2,386
-184
-7% -$33.6K 0.12% 73
2022
Q2 		$435K Sell
2,570
-11
-0.4% -$2.03K 0.13% 69
2022
Q1 		$530K Sell
2,581
-172
-6% -$35.1K 0.19% 56
2021
Q4 		$612K Hold
2,753
– – 0.2% 52
2021
Q3 		$602K Hold
2,753
– – 0.24% 46
2021
Q2 		$632K Sell
2,753
-22
-0.8% -$4.95K 0.28% 45
2021
Q1 		$613K Hold
2,775
– – 0.36% 41
2020
Q4 		$544K Hold
2,775
– – 0.42% 32
2020
Q3 		$416K Sell
2,775
-2,109
-43% -$317K 0.37% 35
2020
Q2 		$699K Sell
4,884
-326
-6% -$42.8K 0.64% 29
2020
Q1 		$596K Buy
5,210
+1,877
+56% +$280K 0.64% 30
2019
Q4 		$552K Sell
3,333
-52
-2% -$8.22K 0.5% 29
2019
Q3 		$512K Sell
3,385
-246
-7% -$37.6K 0.5% 30
2019
Q2 		$573K Buy
3,631
+1
+0% +$154 0.55% 26
2019
Q1 		$556K Hold
3,630
– – 0.55% 24
2018
Q4 		$486K Buy
+3,630
New +$542K 0.54% 23

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 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

Market Street Wealth Management Advisors's IWM Position: Q2 2026 in Review

Market Street Wealth Management Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,822 shares worth $548K. The position accounts for 0.08% of the portfolio, ranked #77.

Market Street Wealth Management Advisors first reported a position in IWM in Q4 2018 and has held it in 31 quarters since. The position peaked at $699K in Q2 2020. 1,214 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Market Street Wealth Management Advisors held 1,822 shares of iShares Russell 2000 ETF worth $548K as of Q2 2026.
  • Market Street Wealth Management Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.08% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #77 holding.
  • Market Street Wealth Management Advisors first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 31 quarters since.
  • Market Street Wealth Management Advisors's iShares Russell 2000 ETF position peaked at $699K in Q2 2020.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.