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Morangie Management’s iShares Russell 2000 ETF IWM Stock Holding History

Morangie 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 		$2.06M Hold
6,867
– – 1.71% 18
2026
Q1 		$1.7M Hold
6,867
– – 1.57% 20
2025
Q4 		$1.69M Sell
6,867
-208
-3% -$51.1K 1.35% 20
2025
Q3 		$1.71M Sell
7,075
-167
-2% -$38.3K 1.48% 16
2025
Q2 		$1.56M Sell
7,242
-360
-5% -$72.4K 1.35% 16
2025
Q1 		$1.52M Sell
7,602
-763
-9% -$166K 1.47% 13
2024
Q4 		$1.85M Buy
+8,365
New +$1.91M 1.48% 13

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Morangie Management's IWM Position: Q2 2026 in Review

Morangie Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 6,867 shares worth $2.06M. The position accounts for 1.71% of the portfolio, ranked #18.

Morangie Management first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Morangie Management held 6,867 shares of iShares Russell 2000 ETF worth $2.06M as of Q2 2026.
  • Morangie Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 1.71% of Morangie Management's portfolio in Q2 2026, its #18 holding.
  • Morangie Management first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Morangie Management's 13F filing for Q2 2026, filed 16 Jul 2026.