OCPWS
IWM icon

One Charles Private Wealth Services’s iShares Russell 2000 ETF IWM Stock Holding History

One Charles Private Wealth Services’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 		$1.96M Sell
6,518
-215
-3% -$60.4K 0.45% 42
2026
Q1 		$1.67M Buy
6,733
+2
+0% +$516 0.42% 46
2025
Q4 		$1.66M Buy
+6,731
New +$1.65M 0.43% 44
2024
Q2 		– Sell
-1,136
Closed -$239K – 150
2024
Q1 		$239K Hold
1,136
– – 0.1% 133
2023
Q4 		$228K Sell
1,136
-254
-18% -$45.5K 0.12% 129
2023
Q3 		$246K Sell
1,390
-84
-6% -$15.8K 0.14% 108
2023
Q2 		$276K Hold
1,474
– – 0.16% 102
2023
Q1 		$263K Hold
1,474
– – 0.16% 103
2022
Q4 		$257K Hold
1,474
– – 0.17% 99
2022
Q3 		$243K Hold
1,474
– – 0.16% 101
2022
Q2 		$253K Hold
1,474
– – 0.17% 102
2022
Q1 		$303K Hold
1,474
– – 0.19% 85
2021
Q4 		$328K Sell
1,474
-402
-21% -$90.8K 0.19% 85
2021
Q3 		$410K Sell
1,876
-32
-2% -$7.09K 0.24% 63
2021
Q2 		$438K Sell
1,908
-386
-17% -$86.8K 0.29% 63
2021
Q1 		$507K Buy
2,294
+714
+45% +$156K 2.33% 20
2020
Q4 		$310K Buy
+1,580
New +$276K 2.94% 13
2020
Q3 		– Sell
-1,322
Closed -$209K – 59
2020
Q2 		$209K Buy
+1,322
New +$173K 0.11% 87

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

One Charles Private Wealth Services's IWM Position: Q2 2026 in Review

One Charles Private Wealth Services reduced its iShares Russell 2000 ETF (IWM) stake by 3.2% in Q2 2026, selling an estimated $60.4K and leaving 6,518 shares worth $1.96M. The position accounts for 0.45% of the portfolio, ranked #42.

One Charles Private Wealth Services first reported a position in IWM in Q2 2020 and has held it in 18 quarters since. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • One Charles Private Wealth Services held 6,518 shares of iShares Russell 2000 ETF worth $1.96M as of Q2 2026.
  • One Charles Private Wealth Services sold 215 iShares Russell 2000 ETF shares in Q2 2026, an estimated $60.4K.
  • iShares Russell 2000 ETF made up 0.45% of One Charles Private Wealth Services's portfolio in Q2 2026, its #42 holding.
  • One Charles Private Wealth Services first reported a position in iShares Russell 2000 ETF in Q2 2020 and has held it in 18 quarters since.
  • 526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.