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

Mattern 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 		$1.27M Buy
4,237
+17
+0.4% +$4.78K 0.21% 56
2026
Q1 		$1.05M Hold
4,220
– – 0.2% 59
2025
Q4 		$1.04M Sell
4,220
-32
-0.8% -$7.87K 0.2% 59
2025
Q3 		$1.03M Hold
4,252
– – 0.21% 59
2025
Q2 		$918K Hold
4,252
– – 0.19% 65
2025
Q1 		$848K Hold
4,252
– – 0.19% 73
2024
Q4 		$940K Sell
4,252
-25
-0.6% -$5.7K 0.21% 69
2024
Q3 		$945K Sell
4,277
-25
-0.6% -$5.35K 0.21% 74
2024
Q2 		$873K Sell
4,302
-50
-1% -$10.1K 0.21% 80
2024
Q1 		$915K Hold
4,352
– – 0.22% 89
2023
Q4 		$874K Hold
4,352
– – 0.22% 89
2023
Q3 		$769K Sell
4,352
-177
-4% -$33.2K 0.23% 91
2023
Q2 		$848K Sell
4,529
-92
-2% -$16.4K 0.25% 87
2023
Q1 		$824K Buy
4,621
+105
+2% +$19.3K 0.27% 91
2022
Q4 		$787K Buy
4,516
+50
+1% +$8.89K 0.32% 80
2022
Q3 		$737K Sell
4,466
-15
-0.3% -$2.74K 0.3% 78
2022
Q2 		$759K Hold
4,481
– – 0.3% 77
2022
Q1 		$920K Hold
4,481
– – 0.3% 75
2021
Q4 		$997K Sell
4,481
-2,496
-36% -$564K 0.29% 80
2021
Q3 		$1.53M Sell
6,977
-37,701
-84% -$8.36M 0.51% 54
2021
Q2 		$9.6M Buy
44,678
+4,031
+10% +$906K 3.06% 6
2021
Q1 		$8.98M Buy
40,647
+37,693
+1,276% +$8.23M 3.17% 9
2020
Q4 		$579K Buy
2,954
+200
+7% +$35K 0.22% 95
2020
Q3 		$413K Buy
2,754
+100
+4% +$15K 0.18% 110
2020
Q2 		$380K Sell
2,654
-817
-24% -$107K 0.18% 102
2020
Q1 		$397K Sell
3,471
-5,696
-62% -$849K 0.29% 88
2019
Q4 		$1.52M Buy
+9,167
New +$1.45M 0.91% 43

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

Mattern Wealth Management's IWM Position: Q2 2026 in Review

Mattern Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 0.4% in Q2 2026, buying an estimated $4.78K and bringing the position to 4,237 shares worth $1.27M. The position accounts for 0.21% of the portfolio, ranked #56.

Mattern Wealth Management first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.6M in Q2 2021. 1,072 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Mattern Wealth Management held 4,237 shares of iShares Russell 2000 ETF worth $1.27M as of Q2 2026.
  • Mattern Wealth Management bought 17 iShares Russell 2000 ETF shares in Q2 2026, an estimated $4.78K.
  • iShares Russell 2000 ETF made up 0.21% of Mattern Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Mattern Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
  • Mattern Wealth Management's iShares Russell 2000 ETF position peaked at $9.6M in Q2 2021.
  • 1,072 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.