Orgel Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.21M | Buy |
7,368
+771
| +12% | +$217K | 0.04% | 44 |
|
|
2026
Q1 | $1.64M | Buy |
6,597
+113
| +2% | +$29.1K | 0.04% | 42 |
|
|
2025
Q4 | $1.6M | Sell |
6,484
-74
| -1% | -$18.2K | 0.04% | 43 |
|
|
2025
Q3 | $1.59M | Sell |
6,558
-157
| -2% | -$36K | 0.04% | 43 |
|
|
2025
Q2 | $1.45M | Buy |
6,715
+131
| +2% | +$26.4K | 0.03% | 45 |
|
|
2025
Q1 | $1.31M | Buy |
6,584
+34
| +0.5% | +$7.38K | 0.03% | 41 |
|
|
2024
Q4 | $1.45M | Buy |
6,550
+8
| +0.1% | +$1.82K | 0.04% | 41 |
|
|
2024
Q3 | $1.45M | Buy |
6,542
+416
| +7% | +$89K | 0.04% | 42 |
|
|
2024
Q2 | $1.24M | Buy |
6,126
+4,795
| +360% | +$969K | 0.03% | 40 |
|
|
2024
Q1 | $280K | Hold |
1,331
| – | – | 0.01% | 69 |
|
|
2023
Q4 | $267K | Buy |
1,331
+142
| +12% | +$25.4K | 0.01% | 73 |
|
|
2023
Q3 | $210K | Hold |
1,189
| – | – | 0.01% | 78 |
|
|
2023
Q2 | $223K | Sell |
1,189
-103
| -8% | -$18.4K | 0.01% | 70 |
|
|
2023
Q1 | $230K | Sell |
1,292
-14
| -1% | -$2.58K | 0.01% | 68 |
|
|
2022
Q4 | $228K | Buy |
1,306
+6
| +0.5% | +$1.07K | 0.01% | 71 |
|
|
2022
Q3 | $214K | Sell |
1,300
-300
| -19% | -$54.7K | 0.01% | 63 |
|
|
2022
Q2 | $271K | Buy |
1,600
+136
| +9% | +$25.1K | 0.02% | 55 |
|
|
2022
Q1 | $301K | Buy |
1,464
+100
| +7% | +$20.4K | 0.02% | 48 |
|
|
2021
Q4 | $303K | Buy |
1,364
+240
| +21% | +$54.2K | 0.03% | 46 |
|
|
2021
Q3 | $246K | Buy |
1,124
+124
| +12% | +$27.5K | 0.03% | 51 |
|
|
2021
Q2 | $229K | Hold |
1,000
| – | – | 0.03% | 54 |
|
|
2021
Q1 | $221K | Buy |
+1,000
| New | +$218K | 0.03% | 54 |
|
|
2020
Q4 | – | Sell |
-2,060
| Closed | -$309K | – | 50 |
|
|
2020
Q3 | $309K | Sell |
2,060
-521
| -20% | -$78.4K | 0.09% | 34 |
|
|
2020
Q2 | $370K | Buy |
2,581
+823
| +47% | +$108K | 0.14% | 29 |
|
|
2020
Q1 | $201K | Buy |
1,758
+93
| +6% | +$13.9K | 0.08% | 38 |
|
|
2019
Q4 | $276K | Buy |
1,665
+170
| +11% | +$26.9K | 0.08% | 38 |
|
|
2019
Q3 | $226K | Buy |
1,495
+45
| +3% | +$6.87K | 0.08% | 42 |
|
|
2019
Q2 | $225K | Sell |
1,450
-136
| -9% | -$21K | 0.09% | 35 |
|
|
2019
Q1 | $243K | Sell |
1,586
-410
| -21% | -$61.6K | 0.08% | 36 |
|
|
2018
Q4 | $267K | Buy |
1,996
+555
| +39% | +$82.8K | 0.08% | 35 |
|
|
2018
Q3 | $243K | Hold |
1,441
| – | – | 0.11% | 35 |
|
|
2018
Q2 | $236K | Buy |
1,441
+117
| +9% | +$18.7K | 0.06% | 37 |
|
|
2018
Q1 | $201K | Buy |
+1,324
| New | +$204K | 0.05% | 39 |
|
|
2016
Q2 | – | Sell |
-1,075
| Closed | -$119K | – | 23 |
|
|
2016
Q1 | $119K | Sell |
1,075
-756
| -41% | -$78.3K | 0.07% | 20 |
|
|
2015
Q4 | $206K | Buy |
+1,831
| New | +$211K | 0.18% | 23 |
|
Other funds holding IWM
Orgel Wealth Management's IWM Position: Q2 2026 in Review
Orgel Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 12% in Q2 2026, buying an estimated $217K and bringing the position to 7,368 shares worth $2.21M. The position accounts for 0.04% of the portfolio, ranked #44.
Orgel Wealth Management first reported a position in IWM in Q4 2015 and has held it in 35 quarters since. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Orgel Wealth Management held 7,368 shares of iShares Russell 2000 ETF worth $2.21M as of Q2 2026.
- Orgel Wealth Management bought 771 iShares Russell 2000 ETF shares in Q2 2026, an estimated $217K.
- iShares Russell 2000 ETF made up 0.04% of Orgel Wealth Management's portfolio in Q2 2026, its #44 holding.
- Orgel Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 35 quarters since.
- 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.