Morton Brown Family Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Morton Brown Family Wealth’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	$1.3M	Sell	4,314 -32	-0.7%	-$8.99K	0.29%	27
2026 Q1	$1.08M	Hold	4,346	–	–	0.28%	28
2025 Q4	$1.07M	Hold	4,346	–	–	0.29%	29
2025 Q3	$1.05M	Hold	4,346	–	–	0.3%	29
2025 Q2	$938K	Hold	4,346	–	–	0.29%	29
2025 Q1	$867K	Hold	4,346	–	–	0.29%	28
2024 Q4	$960K	Sell	4,346 -360	-8%	-$82.1K	0.33%	28
2024 Q3	$1.04M	Hold	4,706	–	–	0.37%	28
2024 Q2	$1.03M	Sell	4,706 -40	-0.8%	-$8.08K	0.4%	28
2024 Q1	$998K	Sell	4,746 -515	-10%	-$103K	0.41%	25
2023 Q4	$1.06M	Sell	5,261 -702	-12%	-$126K	0.46%	25
2023 Q3	$1.05M	Sell	5,963 -191	-3%	-$35.9K	0.54%	24
2023 Q2	$1.15M	Sell	6,154 -9	-0.1%	-$1.6K	0.62%	22
2023 Q1	$1.1M	Hold	6,163	–	–	0.66%	23
2022 Q4	$1.07M	Buy	6,163 +2,837	+85%	+$505K	0.73%	22
2022 Q3	$549K	Hold	3,326	–	–	0.44%	29
2022 Q2	$563K	Sell	3,326 -80	-2%	-$14.7K	0.44%	29
2022 Q1	$699K	Sell	3,406 -609	-15%	-$124K	0.53%	27
2021 Q4	$893K	Buy	+4,015	New	+$907K	0.68%	21

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

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

Morton Brown Family Wealth's IWM Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 0.74% in Q2 2026, selling an estimated $8.99K and leaving 4,314 shares worth $1.3M. The position accounts for 0.29% of the portfolio, ranked #27.

Morton Brown Family Wealth first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Morton Brown Family Wealth held 4,314 shares of iShares Russell 2000 ETF worth $1.3M as of Q2 2026.
Morton Brown Family Wealth sold 32 iShares Russell 2000 ETF shares in Q2 2026, an estimated $8.99K.
iShares Russell 2000 ETF made up 0.29% of Morton Brown Family Wealth's portfolio in Q2 2026, its #27 holding.
Morton Brown Family Wealth first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.