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Moneywise Inc’s iShares Russell 2000 ETF IWM Stock Holding History

Moneywise Inc’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 		$7.66M Buy
25,502
+2,839
+13% +$798K 2.86% 11
2026
Q1 		$5.62M Buy
22,663
+20,558
+977% +$5.3M 2.45% 14
2025
Q4 		$518K Buy
+2,105
New +$518K 0.22% 60

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

Moneywise Inc's IWM Position: Q2 2026 in Review

Moneywise Inc increased its iShares Russell 2000 ETF (IWM) stake by 13% in Q2 2026, buying an estimated $798K and bringing the position to 25,502 shares worth $7.66M. The position accounts for 2.86% of the portfolio, ranked #11.

Moneywise Inc first reported a position in IWM in Q4 2025 and has held it in 3 quarters since. 943 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Moneywise Inc held 25,502 shares of iShares Russell 2000 ETF worth $7.66M as of Q2 2026.
  • Moneywise Inc bought 2,839 iShares Russell 2000 ETF shares in Q2 2026, an estimated $798K.
  • iShares Russell 2000 ETF made up 2.86% of Moneywise Inc's portfolio in Q2 2026, its #11 holding.
  • Moneywise Inc first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 943 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.