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

Penobscot 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	$1.5M	Buy	4,983 +76	+2%	+$21.4K	0.4%	37
2026 Q1	$1.22M	Buy	4,907 +1,529	+45%	+$394K	0.36%	38
2025 Q4	$832K	Buy	3,378 +176	+5%	+$43.3K	0.26%	49
2025 Q3	$775K	Buy	3,202 +508	+19%	+$117K	0.25%	51
2025 Q2	$581K	Buy	2,694 +1,093	+68%	+$220K	0.21%	55
2025 Q1	$319K	Sell	1,601 -1,106	-41%	-$240K	0.13%	68
2024 Q4	$598K	Buy	2,707 +720	+36%	+$164K	0.28%	43
2024 Q3	$439K	Buy	1,987 +798	+67%	+$171K	0.24%	48
2024 Q2	$239K	Buy	+1,189	New	+$240K	0.14%	64

Other funds holding IWM

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

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

Penobscot Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 1.5% in Q2 2026, buying an estimated $21.4K and bringing the position to 4,983 shares worth $1.5M. The position accounts for 0.4% of the portfolio, ranked #37.

Penobscot Wealth Management first reported a position in IWM in Q2 2024 and has held it in 9 quarters since. 556 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Penobscot Wealth Management held 4,983 shares of iShares Russell 2000 ETF worth $1.5M as of Q2 2026.
Penobscot Wealth Management bought 76 iShares Russell 2000 ETF shares in Q2 2026, an estimated $21.4K.
iShares Russell 2000 ETF made up 0.4% of Penobscot Wealth Management's portfolio in Q2 2026, its #37 holding.
Penobscot Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 9 quarters since.
556 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Penobscot Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.