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Regent Peak Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Regent Peak Wealth Advisors’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 		$2.27M Sell
7,563
-127
-2% -$35.7K 0.42% 33
2026
Q1 		$1.91M Sell
7,690
-50
-0.6% -$12.9K 0.39% 35
2025
Q4 		$1.91M Sell
7,740
-121
-2% -$29.7K 0.38% 34
2025
Q3 		$1.9M Buy
+7,861
New +$1.8M 0.38% 34
2025
Q1 		$1.54M Sell
7,737
-2,407
-24% -$522K 0.36% 38
2024
Q4 		$2.24M Sell
10,144
-390
-4% -$88.9K 0.5% 27
2024
Q3 		$2.33M Buy
10,534
+438
+4% +$93.7K 0.53% 42
2024
Q2 		$2.05M Sell
10,096
-9,317
-48% -$1.88M 0.47% 50
2024
Q1 		$4.08M Sell
19,413
-170
-0.9% -$33.9K 1.04% 21
2023
Q4 		$3.93M Sell
19,583
-119
-0.6% -$21.3K 1.07% 20
2023
Q3 		$3.48M Sell
19,702
-274
-1% -$51.4K 1.06% 19
2023
Q2 		$3.74M Sell
19,976
-1,520
-7% -$271K 1.09% 19
2023
Q1 		$3.83M Sell
21,496
-1,044
-5% -$192K 1.19% 18
2022
Q4 		$3.93M Buy
22,540
+241
+1% +$42.9K 1.29% 17
2022
Q3 		$3.68M Sell
22,299
-315
-1% -$57.5K 1.29% 17
2022
Q2 		$3.83M Buy
22,614
+20,357
+902% +$3.75M 1.25% 17
2022
Q1 		$463K Hold
2,257
– – 0.13% 91
2021
Q4 		$502K Hold
2,257
– – 0.14% 92
2021
Q3 		$494K Buy
2,257
+326
+17% +$72.3K 0.14% 93
2021
Q2 		$427K Hold
1,931
– – 0.12% 103
2021
Q1 		$426K Buy
1,931
+84
+5% +$18.3K 0.14% 93
2020
Q4 		$362K Hold
1,847
– – 0.12% 98
2020
Q3 		$277K Hold
1,847
– – 0.12% 101
2020
Q2 		$264K Buy
1,847
+75
+4% +$9.84K 0.12% 99
2020
Q1 		$202K Buy
1,772
+12
+0.7% +$1.79K 0.11% 106
2019
Q4 		$291K Buy
+1,760
New +$278K 0.13% 98

Other funds holding IWM

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Regent Peak Wealth Advisors's IWM Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 1.7% in Q2 2026, selling an estimated $35.7K and leaving 7,563 shares worth $2.27M. The position accounts for 0.42% of the portfolio, ranked #33.

Regent Peak Wealth Advisors first reported a position in IWM in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.08M in Q1 2024. 751 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Regent Peak Wealth Advisors held 7,563 shares of iShares Russell 2000 ETF worth $2.27M as of Q2 2026.
  • Regent Peak Wealth Advisors sold 127 iShares Russell 2000 ETF shares in Q2 2026, an estimated $35.7K.
  • iShares Russell 2000 ETF made up 0.42% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • Regent Peak Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's iShares Russell 2000 ETF position peaked at $4.08M in Q1 2024.
  • 751 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.