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Moller Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Moller Wealth Partners’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 		$10.8M Sell
35,903
-958
-3% -$269K 1.95% 18
2026
Q1 		$9.14M Buy
36,861
+3,403
+10% +$878K 1.8% 18
2025
Q4 		$8.24M Sell
33,458
-3,986
-11% -$980K 1.72% 18
2025
Q3 		$9.06M Sell
37,444
-2,028
-5% -$465K 1.89% 18
2025
Q2 		$8.52M Sell
39,472
-138
-0.3% -$27.8K 1.88% 18
2025
Q1 		$7.9M Sell
39,610
-88
-0.2% -$19.1K 1.95% 18
2024
Q4 		$8.77M Sell
39,698
-1,173
-3% -$267K 2.31% 16
2024
Q3 		$9.03M Sell
40,871
-1,751
-4% -$375K 2.26% 16
2024
Q2 		$8.65M Sell
42,622
-780
-2% -$158K 2.31% 16
2024
Q1 		$9.13M Sell
43,402
-443
-1% -$88.4K 2.47% 16
2023
Q4 		$8.8M Sell
43,845
-858
-2% -$154K 2.48% 16
2023
Q3 		$7.9M Sell
44,703
-338
-0.8% -$63.5K 2.51% 16
2023
Q2 		$8.43M Hold
45,041
– – 2.58% 15
2023
Q1 		$8.04M Buy
45,041
+41
+0.1% +$7.55K 2.48% 17
2022
Q4 		$7.85M Sell
45,000
-118
-0.3% -$21K 2.52% 16
2022
Q3 		$7.44M Hold
45,118
– – 2.68% 14
2022
Q2 		$7.64M Hold
45,118
– – 2.59% 15
2022
Q1 		$9.26M Buy
45,118
+3,015
+7% +$615K 2.88% 14
2021
Q4 		$9.37M Sell
42,103
-3,386
-7% -$765K 2.99% 13
2021
Q3 		$9.95M Hold
45,489
– – 3.29% 13
2021
Q2 		$10.4M Hold
45,489
– – 3.43% 12
2021
Q1 		$10.1M Sell
45,489
-3,826
-8% -$835K 3.5% 11
2020
Q4 		$9.67M Sell
49,315
-13,327
-21% -$2.33M 4% 8
2020
Q3 		$9.38M Sell
62,642
-3,012
-5% -$453K 4.2% 9
2020
Q2 		$9.4M Sell
65,654
-6,220
-9% -$816K 4.11% 9
2020
Q1 		$8.23M Sell
71,874
-573
-0.8% -$85.4K 4.26% 10
2019
Q4 		$12M Sell
72,447
-254
-0.3% -$40.1K 5.31% 8
2019
Q3 		$11M Hold
72,701
– – 5.32% 8
2019
Q2 		$11.3M Sell
72,701
-23
-0% -$3.54K 5.79% 8
2019
Q1 		$11.1M Sell
72,724
-460
-0.6% -$69.1K 4.99% 6
2018
Q4 		$10.4M Buy
73,184
+2,386
+3% +$356K 6.8% 6
2018
Q3 		$11.9M Sell
70,798
-494
-0.7% -$83.4K 5.23% 7
2018
Q2 		$11.7M Sell
71,292
-5,332
-7% -$853K 4.53% 9
2018
Q1 		$11.6M Sell
76,624
-495
-0.6% -$76.4K 5.04% 10
2017
Q4 		$11.8M Sell
77,119
-646
-0.8% -$97K 4.48% 9
2017
Q3 		$11.5M Sell
77,765
-10
-0% -$1.41K 4.41% 10
2017
Q2 		$11M Sell
77,775
-4,767
-6% -$660K 4.61% 10
2017
Q1 		$11.3M Hold
82,542
– – 4.96% 9
2016
Q4 		$11.1M Buy
82,542
+4,518
+6% +$577K 5.49% 8
2016
Q3 		$9.69M Sell
78,024
-3,537
-4% -$430K 4.46% 9
2016
Q2 		$9.38M Sell
81,561
-2,305
-3% -$260K 4.59% 9
2016
Q1 		$9.28M Sell
83,866
-259
-0.3% -$26.8K 5.45% 9
2015
Q4 		$9.47M Buy
84,125
+998
+1% +$115K 5.22% 8
2015
Q3 		$9.08M Sell
83,127
-16,466
-17% -$1.95M 8.41% 5
2015
Q2 		$12.4M Sell
99,593
-532
-0.5% -$66.5K 5.65% 8
2015
Q1 		$12.5M Buy
100,125
+1,194
+1% +$144K 5.75% 7
2014
Q4 		$11.8M Sell
98,931
-1,234
-1% -$141K 5.85% 7
2014
Q3 		$10.9M Sell
100,165
-1,122
-1% -$128K 5.16% 8
2014
Q2 		$12M Sell
101,287
-17,769
-15% -$2.02M 5.47% 9
2014
Q1 		$13.9M Sell
119,056
-877
-0.7% -$101K 7.07% 8
2013
Q4 		$13.8M Sell
119,933
-1,639
-1% -$181K 7.43% 6
2013
Q3 		$13M Sell
121,572
-1,450
-1% -$150K 8.14% 4
2013
Q2 		$11.9M Buy
+123,022
New +$11.7M 8.71% 5

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
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
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Moller Wealth Partners's IWM Position: Q2 2026 in Review

Moller Wealth Partners reduced its iShares Russell 2000 ETF (IWM) stake by 2.6% in Q2 2026, selling an estimated $269K and leaving 35,903 shares worth $10.8M. The position accounts for 1.95% of the portfolio, ranked #18.

Moller Wealth Partners first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.9M in Q1 2014. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Moller Wealth Partners held 35,903 shares of iShares Russell 2000 ETF worth $10.8M as of Q2 2026.
  • Moller Wealth Partners sold 958 iShares Russell 2000 ETF shares in Q2 2026, an estimated $269K.
  • iShares Russell 2000 ETF made up 1.95% of Moller Wealth Partners's portfolio in Q2 2026, its #18 holding.
  • Moller Wealth Partners first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
  • Moller Wealth Partners's iShares Russell 2000 ETF position peaked at $13.9M in Q1 2014.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.