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Omni 360 Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Omni 360 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 		$383K Buy
+1,276
New +$359K 0.18% 96

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

Omni 360 Wealth's IWM Position: Q2 2026 in Review

Omni 360 Wealth opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 1,276 shares worth $383K. The stake represents 0.18% of the portfolio and ranks #96 among its holdings.

478 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Omni 360 Wealth held 1,276 shares of iShares Russell 2000 ETF worth $383K as of Q2 2026.
  • iShares Russell 2000 ETF was a new Omni 360 Wealth position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.18% of Omni 360 Wealth's portfolio in Q2 2026, its #96 holding.
  • 478 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.