Rehmann Capital Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History

Rehmann Capital Advisory Group’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 Q1	$5.02M	Sell	20,252 -2,991	-13%	-$772K	0.26%	67
2025 Q4	$5.72M	Sell	23,243 -1	-0%	-$246	0.3%	59
2025 Q3	$5.61M	Buy	23,244 +4,399	+23%	+$1.01M	0.31%	60
2025 Q2	$4.07M	Buy	18,845 +3,642	+24%	+$733K	0.25%	76
2025 Q1	$3.03M	Sell	15,203 -6,850	-31%	-$1.49M	0.19%	94
2024 Q4	$4.87M	Buy	22,053 +4,722	+27%	+$1.08M	0.31%	65
2024 Q3	$3.83M	Buy	17,331 +62	+0.4%	+$13.3K	0.25%	78
2024 Q2	$3.5M	Buy	17,269 +599	+4%	+$121K	0.25%	79
2024 Q1	$3.51M	Sell	16,670 -383	-2%	-$76.4K	0.26%	72
2023 Q4	$3.42M	Sell	17,053 -577	-3%	-$103K	0.28%	67
2023 Q3	$3.12M	Buy	17,630 +57	+0.3%	+$10.7K	0.29%	67
2023 Q2	$3.29M	Sell	17,573 -2,050	-10%	-$365K	0.3%	64
2023 Q1	$3.5M	Sell	19,623 -1,463	-7%	-$269K	0.33%	63
2022 Q4	$3.68M	Sell	21,086 -542	-3%	-$96.4K	0.38%	55
2022 Q3	$3.57M	Sell	21,628 -1,551	-7%	-$283K	0.4%	50
2022 Q2	$3.93M	Buy	23,179 +1,305	+6%	+$241K	0.43%	41
2022 Q1	$4.5M	Sell	21,874 -626	-3%	-$128K	0.43%	45
2021 Q4	$5.01M	Buy	22,500 +987	+5%	+$223K	0.47%	40
2021 Q3	$4.69M	Buy	21,513 +45	+0.2%	+$9.98K	0.44%	42
2021 Q2	$4.93M	Buy	21,468 +871	+4%	+$196K	0.48%	36
2021 Q1	$4.54M	Buy	20,597 +814	+4%	+$178K	0.46%	40
2020 Q4	$3.88M	Sell	19,783 -15	-0.1%	-$2.63K	0.44%	43
2020 Q3	$2.97M	Buy	19,798 +122	+0.6%	+$18.4K	0.38%	56
2020 Q2	$2.82M	Buy	19,676 +3,946	+25%	+$518K	0.38%	53
2020 Q1	$1.8M	Buy	+15,730	New	+$2.35M	0.29%	59
2019 Q3	–	Sell	-35,457	Closed	-$5.51M	–	1916
2019 Q2	$5.51M	Buy	35,457 +20,288	+134%	+$3.13M	0.68%	27
2019 Q1	$2.32M	Sell	15,169 -9,422	-38%	-$1.42M	0.31%	49
2018 Q4	$3.32M	Buy	24,591 +10,705	+77%	+$1.6M	0.5%	29
2018 Q3	$2.34M	Sell	13,886 -818	-6%	-$138K	0.32%	49
2018 Q2	$2.41M	Buy	14,704 +179	+1%	+$28.6K	0.35%	51
2018 Q1	$2.21M	Sell	14,525 -463	-3%	-$71.5K	0.34%	52
2017 Q4	$2.29M	Sell	14,988 -41	-0.3%	-$6.16K	0.39%	52
2017 Q3	$2.23M	Buy	15,029 +1,150	+8%	+$162K	0.4%	51
2017 Q2	$1.96M	Sell	13,879 -1,243	-8%	-$172K	0.37%	51
2017 Q1	$2.08M	Sell	15,122 -5,406	-26%	-$739K	0.35%	59
2016 Q4	$2.77M	Buy	20,528 +6,950	+51%	+$888K	0.51%	48
2016 Q3	$1.69M	Sell	13,578 -465	-3%	-$56.5K	0.33%	62
2016 Q2	$1.61M	Buy	14,043 +566	+4%	+$63.9K	0.3%	67
2016 Q1	$1.49M	Buy	13,477 +190	+1%	+$19.7K	0.29%	72
2015 Q4	$1.5M	Buy	13,287 +368	+3%	+$42.4K	0.31%	66
2015 Q3	$1.41M	Sell	12,919 -6,023	-32%	-$714K	0.32%	66
2015 Q2	$2.37M	Sell	18,942 -3,203	-14%	-$400K	0.54%	40
2015 Q1	$2.75M	Sell	22,145 -2,613	-11%	-$315K	0.62%	36
2014 Q4	$2.96M	Buy	24,758 +1,341	+6%	+$153K	0.68%	32
2014 Q3	$2.56M	Sell	23,417 -2,099	-8%	-$240K	0.61%	36
2014 Q2	$3.03M	Buy	25,516 +516	+2%	+$58.6K	0.72%	33
2014 Q1	$2.91M	Buy	25,000 +2,410	+11%	+$278K	0.79%	26
2013 Q4	$2.61M	Buy	22,590 +945	+4%	+$104K	0.79%	29
2013 Q3	$2.31M	Buy	21,645 +940	+5%	+$97.2K	0.75%	32
2013 Q2	$2.01M	Buy	+20,705	New	+$1.98M	0.7%	36

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Rehmann Capital Advisory Group's IWM Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its iShares Russell 2000 ETF (IWM) stake by 13% in Q1 2026, selling an estimated $772K and leaving 20,252 shares worth $5.02M. The position accounts for 0.26% of the portfolio, ranked #67.

Rehmann Capital Advisory Group first reported a position in IWM in Q2 2013 and has held it in 50 quarters since. The position peaked at $5.72M in Q4 2025. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Rehmann Capital Advisory Group held 20,252 shares of iShares Russell 2000 ETF worth $5.02M as of Q1 2026.
Rehmann Capital Advisory Group sold 2,991 iShares Russell 2000 ETF shares in Q1 2026, an estimated $772K.
iShares Russell 2000 ETF made up 0.26% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #67 holding.
Rehmann Capital Advisory Group first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 50 quarters since.
Rehmann Capital Advisory Group's iShares Russell 2000 ETF position peaked at $5.72M in Q4 2025.
2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.