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

Quaker 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
2025
Q2 		– Sell
-108
Closed -$21.5K – 1289
2025
Q1 		$21.5K Buy
+108
New +$23.4K 0.01% 234

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

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

Quaker Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 18% in Q2 2026, selling an estimated $6.46K and leaving 105 shares worth $31.5K. The position accounts for 0.01% of the portfolio, ranked #202.

Quaker Wealth Management first reported a position in IWM in Q2 2025 and has held it in 5 quarters since. The position peaked at $31.7K in Q1 2026. 1,183 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Quaker Wealth Management held 105 shares of iShares Russell 2000 ETF worth $31.5K as of Q2 2026.
  • Quaker Wealth Management sold 23 iShares Russell 2000 ETF shares in Q2 2026, an estimated $6.46K.
  • iShares Russell 2000 ETF made up 0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #202 holding.
  • Quaker Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's iShares Russell 2000 ETF position peaked at $31.7K in Q1 2026.
  • 1,183 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.