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Retirement Wealth Solutions’s iShares Russell 2000 ETF IWM Stock Holding History

Retirement Wealth Solutions’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 		$266K Sell
887
-234
-21% -$65.8K 0.15% 53
2026
Q1 		$278K Sell
1,121
-6
-0.5% -$1.55K 0.18% 49
2025
Q4 		$278K Buy
1,127
+34
+3% +$8.36K 0.18% 46
2025
Q3 		$265K Sell
1,093
-11
-1% -$2.52K 0.17% 47
2025
Q2 		$238K Buy
1,104
+103
+10% +$20.7K 0.17% 46
2025
Q1 		$200K Sell
1,001
-46
-4% -$9.98K 0.16% 44
2024
Q4 		$227K Buy
+1,047
New +$239K 0.19% 44

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
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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

Retirement Wealth Solutions's IWM Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its iShares Russell 2000 ETF (IWM) stake by 21% in Q2 2026, selling an estimated $65.8K and leaving 887 shares worth $266K. The position accounts for 0.15% of the portfolio, ranked #53.

Retirement Wealth Solutions first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $278K in Q1 2026. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Retirement Wealth Solutions held 887 shares of iShares Russell 2000 ETF worth $266K as of Q2 2026.
  • Retirement Wealth Solutions sold 234 iShares Russell 2000 ETF shares in Q2 2026, an estimated $65.8K.
  • iShares Russell 2000 ETF made up 0.15% of Retirement Wealth Solutions's portfolio in Q2 2026, its #53 holding.
  • Retirement Wealth Solutions first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's iShares Russell 2000 ETF position peaked at $278K in Q1 2026.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.