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

Red Door 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 		$655K Buy
2,180
+427
+24% +$120K 0.06% 156
2026
Q1 		$435K Hold
1,753
– – 0.05% 186
2025
Q4 		$431K Buy
1,753
+1
+0.1% +$246 0.04% 176
2025
Q3 		$424K Sell
1,752
-1,460
-45% -$335K 0.05% 180
2025
Q2 		$693K Buy
3,212
+1,271
+65% +$256K 0.08% 130
2025
Q1 		$387K Hold
1,941
– – 0.06% 169
2024
Q4 		$429K Buy
1,941
+971
+100% +$221K 0.07% 151
2024
Q3 		$214K Sell
970
-152
-14% -$32.5K 0.04% 202
2024
Q2 		$228K Buy
+1,122
New +$227K 0.04% 179
2024
Q1 		– Sell
-1,027
Closed -$206K – 205
2023
Q4 		$206K Buy
+1,027
New +$184K 0.04% 187
2023
Q1 		– Sell
-1,434
Closed -$250K – 147
2022
Q4 		$250K Buy
+1,434
New +$255K 0.08% 126
2022
Q2 		– Sell
-1,113
Closed -$228K – 140
2022
Q1 		$228K Sell
1,113
-2,058
-65% -$420K 0.08% 126
2021
Q4 		$705K Buy
3,171
+441
+16% +$99.6K 0.23% 79
2021
Q3 		$597K Buy
2,730
+39
+1% +$8.65K 0.23% 84
2021
Q2 		$617K Buy
+2,691
New +$605K 0.24% 77
2020
Q3 		– Sell
-743
Closed -$106K – 256
2020
Q2 		$106K Sell
743
-499
-40% -$65.5K 0.08% 134
2020
Q1 		$142K Buy
1,242
+1,208
+3,553% +$180K 0.13% 101
2019
Q4 		$207K Buy
+34
New +$5.37K 0.18% 101

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
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 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 $44.6B AUM 28.94% 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

Red Door Wealth Management's IWM Position: Q2 2026 in Review

Red Door Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 24% in Q2 2026, buying an estimated $120K and bringing the position to 2,180 shares worth $655K. The position accounts for 0.06% of the portfolio, ranked #156.

Red Door Wealth Management first reported a position in IWM in Q4 2019 and has held it in 18 quarters since. The position peaked at $705K in Q4 2021. 1,325 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Red Door Wealth Management held 2,180 shares of iShares Russell 2000 ETF worth $655K as of Q2 2026.
  • Red Door Wealth Management bought 427 iShares Russell 2000 ETF shares in Q2 2026, an estimated $120K.
  • iShares Russell 2000 ETF made up 0.06% of Red Door Wealth Management's portfolio in Q2 2026, its #156 holding.
  • Red Door Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 18 quarters since.
  • Red Door Wealth Management's iShares Russell 2000 ETF position peaked at $705K in Q4 2021.
  • 1,325 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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