Riverpoint Wealth Management Holdings’s iShares Russell 2000 ETF IWM Stock Holding History

Riverpoint Wealth Management Holdings’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	$2.94M	Buy	9,771 +22	+0.2%	+$6.18K	0.54%	20
2026 Q1	$2.42M	Buy	9,749 +16	+0.2%	+$4.13K	0.51%	20
2025 Q4	$2.4M	Buy	9,733 +31	+0.3%	+$7.62K	0.51%	19
2025 Q3	$2.35M	Buy	9,702 +26	+0.3%	+$5.97K	0.52%	20
2025 Q2	$2.09M	Buy	9,676 +2,192	+29%	+$441K	0.49%	21
2025 Q1	$1.49M	Buy	7,484 +11	+0.1%	+$2.39K	0.39%	24
2024 Q4	$1.65M	Buy	7,473 +27	+0.4%	+$6.16K	0.43%	23
2024 Q3	$1.64M	Buy	7,446 +24	+0.3%	+$5.14K	0.42%	23
2024 Q2	$1.51M	Buy	7,422 +19	+0.3%	+$3.84K	0.42%	23
2024 Q1	$1.56M	Buy	7,403 +18	+0.2%	+$3.59K	0.43%	22
2023 Q4	$1.48M	Buy	7,385 +57	+0.8%	+$10.2K	0.44%	22
2023 Q3	$1.3M	Hold	7,328	–	–	0.43%	21
2023 Q2	$1.37M	Buy	7,328 +4	+0.1%	+$713	0.44%	21
2023 Q1	$1.31M	Buy	7,324 +3	+0%	+$552	0.45%	20
2022 Q4	$1.28M	Buy	7,321 +5	+0.1%	+$889	0.47%	20
2022 Q3	$1.21M	Buy	7,316 +445	+6%	+$81.2K	0.51%	20
2022 Q2	$1.16M	Buy	6,871 +3	+0%	+$553	0.47%	20
2022 Q1	$1.41M	Buy	6,868 +1,002	+17%	+$204K	0.49%	19
2021 Q4	$1.3M	Buy	5,866 +3	+0.1%	+$678	0.44%	20
2021 Q3	$1.28M	Buy	5,863 +3	+0.1%	+$665	0.45%	20
2021 Q2	$1.34M	Buy	5,860 +2	+0%	+$450	0.37%	34
2021 Q1	$1.29M	Sell	5,858 -482	-8%	-$105K	0.39%	34
2020 Q4	$1.24M	Buy	6,340 +5	+0.1%	+$875	0.39%	36
2020 Q3	$949K	Buy	6,335 +5	+0.1%	+$752	0.34%	37
2020 Q2	$906K	Buy	6,330 +5	+0.1%	+$656	0.35%	35
2020 Q1	$724K	Buy	6,325 +5	+0.1%	+$745	0.35%	33
2019 Q4	$1.05M	Buy	6,320 +5	+0.1%	+$790	0.42%	32
2019 Q3	$956K	Buy	6,315 +5	+0.1%	+$763	0.42%	29
2019 Q2	$981K	Buy	6,310 +5	+0.1%	+$771	0.45%	28
2019 Q1	$965K	Buy	6,305 +474	+8%	+$71.2K	0.47%	28
2018 Q4	$781K	Buy	5,831 +1,869	+47%	+$279K	0.43%	29
2018 Q3	$667K	Buy	3,962 +4	+0.1%	+$675	0.34%	28
2018 Q2	$648K	Hold	3,958	–	–	0.36%	27
2018 Q1	$601K	Buy	3,958 +1,348	+52%	+$208K	0.36%	23
2017 Q4	$398K	Buy	2,610 +3	+0.1%	+$451	0.25%	27
2017 Q3	$390K	Buy	2,607 +6	+0.2%	+$844	0.26%	27
2017 Q2	$364K	Hold	2,601	–	–	0.26%	26
2017 Q1	$349K	Buy	2,601 +3	+0.1%	+$410	0.26%	25
2016 Q4	$349K	Buy	+2,598	New	+$332K	0.28%	25

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Riverpoint Wealth Management Holdings's IWM Position: Q2 2026 in Review

Riverpoint Wealth Management Holdings increased its iShares Russell 2000 ETF (IWM) stake by 0.23% in Q2 2026, buying an estimated $6.18K and bringing the position to 9,771 shares worth $2.94M. The position accounts for 0.54% of the portfolio, ranked #20.

Riverpoint Wealth Management Holdings first reported a position in IWM in Q4 2016 and has held it in 39 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Riverpoint Wealth Management Holdings held 9,771 shares of iShares Russell 2000 ETF worth $2.94M as of Q2 2026.
Riverpoint Wealth Management Holdings bought 22 iShares Russell 2000 ETF shares in Q2 2026, an estimated $6.18K.
iShares Russell 2000 ETF made up 0.54% of Riverpoint Wealth Management Holdings's portfolio in Q2 2026, its #20 holding.
Riverpoint Wealth Management Holdings first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 39 quarters since.
1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.