MWM
IWM icon

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

Mission 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 		$5.12M Buy
17,056
+2,444
+17% +$687K 0.06% 173
2026
Q1 		$3.62M Buy
14,612
+1,640
+13% +$423K 0.07% 143
2025
Q4 		$3.19M Sell
12,972
-138
-1% -$33.9K 0.06% 164
2025
Q3 		$3.17M Sell
13,110
-1,496
-10% -$343K 0.06% 159
2025
Q2 		$3.15M Buy
14,606
+2,159
+17% +$434K 0.07% 160
2025
Q1 		$2.48M Buy
12,447
+211
+2% +$45.8K 0.06% 170
2024
Q4 		$2.7M Buy
12,236
+36
+0.3% +$8.21K 0.06% 155
2024
Q3 		$2.69M Buy
12,200
+2,051
+20% +$439K 0.07% 153
2024
Q2 		$2.06M Sell
10,149
-1,587
-14% -$321K 0.05% 167
2024
Q1 		$2.47M Buy
11,736
+1,489
+15% +$297K 0.06% 159
2023
Q4 		$2.06M Buy
10,247
+972
+10% +$174K 0.07% 146
2023
Q3 		$1.64M Buy
9,275
+1,111
+14% +$209K 0.06% 154
2023
Q2 		$1.53M Buy
8,164
+247
+3% +$44K 0.06% 165
2023
Q1 		$1.41M Sell
7,917
-124
-2% -$22.8K 0.06% 175
2022
Q4 		$1.4M Buy
8,041
+1,073
+15% +$191K 0.07% 156
2022
Q3 		$1.15M Buy
6,968
+155
+2% +$28.3K 0.06% 170
2022
Q2 		$1.15M Hold
6,813
– – 0.06% 174
2022
Q1 		$1.4M Buy
6,813
+268
+4% +$54.7K 0.06% 148
2021
Q4 		$1.46M Buy
6,545
+77
+1% +$17.4K 0.07% 144
2021
Q3 		$1.42M Sell
6,468
-198
-3% -$43.9K 0.07% 138
2021
Q2 		$1.53M Buy
6,666
+372
+6% +$83.6K 0.08% 123
2021
Q1 		$1.39M Buy
6,294
+458
+8% +$100K 0.08% 115
2020
Q4 		$1.14M Buy
5,836
+189
+3% +$33.1K 0.07% 128
2020
Q3 		$846K Sell
5,647
-225
-4% -$33.8K 0.06% 145
2020
Q2 		$841K Sell
5,872
-174
-3% -$22.8K 0.07% 125
2020
Q1 		$692K Sell
6,046
-527
-8% -$78.6K 0.08% 125
2019
Q4 		$1.09M Buy
6,573
+703
+12% +$111K 0.1% 106
2019
Q3 		$888K Buy
5,870
+270
+5% +$41.2K 0.09% 112
2019
Q2 		$871K Sell
5,600
-157
-3% -$24.2K 0.1% 113
2019
Q1 		$881K Buy
5,757
+469
+9% +$70.5K 0.1% 107
2018
Q4 		$708K Buy
5,288
+26
+0.5% +$3.88K 0.09% 114
2018
Q3 		$887K Buy
5,262
+1,861
+55% +$314K 0.12% 99
2018
Q2 		$557K Buy
3,401
+647
+23% +$104K 0.08% 128
2018
Q1 		$418K Sell
2,754
-738
-21% -$114K 0.07% 132
2017
Q4 		$532K Sell
3,492
-1,595
-31% -$240K 0.09% 106
2017
Q3 		$754K Buy
5,087
+13
+0.3% +$1.83K 0.14% 79
2017
Q2 		$715K Buy
5,074
+241
+5% +$33.4K 0.14% 80
2017
Q1 		$665K Buy
4,833
+24
+0.5% +$3.28K 0.13% 82
2016
Q4 		$649K Sell
4,809
-850
-15% -$109K 0.13% 80
2016
Q3 		$703K Buy
5,659
+208
+4% +$25.3K 0.17% 67
2016
Q2 		$627K Buy
5,451
+30
+0.6% +$3.38K 0.17% 64
2016
Q1 		$600K Sell
5,421
-442
-8% -$45.8K 0.16% 66
2015
Q4 		$660K Buy
5,863
+111
+2% +$12.8K 0.19% 55
2015
Q3 		$628K Sell
5,752
-209
-4% -$24.8K 0.19% 56
2015
Q2 		$741K Buy
+5,961
New +$745K 0.25% 49

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
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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

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

Mission Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 17% in Q2 2026, buying an estimated $687K and bringing the position to 17,056 shares worth $5.12M. The position accounts for 0.06% of the portfolio, ranked #173.

Mission Wealth Management first reported a position in IWM in Q2 2015 and has held it in 45 quarters since. 993 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Mission Wealth Management held 17,056 shares of iShares Russell 2000 ETF worth $5.12M as of Q2 2026.
  • Mission Wealth Management bought 2,444 iShares Russell 2000 ETF shares in Q2 2026, an estimated $687K.
  • iShares Russell 2000 ETF made up 0.06% of Mission Wealth Management's portfolio in Q2 2026, its #173 holding.
  • Mission Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2015 and has held it in 45 quarters since.
  • 993 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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