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

Moulton 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	$472K	Buy	+1,568	New	+$441K	0.31%	57
2026 Q1	–	Sell	-1,323	Closed	-$329K	–	59
2025 Q4	$329K	Buy	+1,323	New	+$325K	0.31%	38
2025 Q1	–	Sell	-3,945	Closed	-$872K	–	37
2024 Q4	$872K	Buy	3,945 +1,407	+55%	+$321K	0.67%	27
2024 Q3	$556K	Buy	+2,538	New	+$543K	0.46%	32
2021 Q2	–	Sell	-4,520	Closed	-$1.01M	–	37
2021 Q1	$1.01M	Buy	+4,520	New	+$987K	0.77%	25

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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

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

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

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

Moulton Wealth Management opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 1,568 shares worth $472K. The stake represents 0.31% of the portfolio and ranks #57 among its holdings. This is a return to the name: Moulton Wealth Management previously reported a position in IWM as recently as Q4 2025.

Moulton Wealth Management first reported a position in IWM in Q1 2021 and has held it in 5 quarters since. The position peaked at $1.01M in Q1 2021. 879 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Moulton Wealth Management held 1,568 shares of iShares Russell 2000 ETF worth $472K as of Q2 2026.
iShares Russell 2000 ETF was a new Moulton Wealth Management position in Q2 2026.
iShares Russell 2000 ETF made up 0.31% of Moulton Wealth Management's portfolio in Q2 2026, its #57 holding.
Moulton Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 5 quarters since.
Moulton Wealth Management's iShares Russell 2000 ETF position peaked at $1.01M in Q1 2021.
879 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.