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

Rockwood 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	$717K	Buy	2,388 +693	+41%	+$195K	0.05%	62
2026 Q1	$420K	Hold	1,695	–	–	0.03%	77
2025 Q4	$417K	Sell	1,695 -70	-4%	-$17.2K	0.03%	73
2025 Q3	$427K	Buy	1,765 +138	+8%	+$31.7K	0.03%	69
2025 Q2	$351K	Hold	1,627	–	–	0.03%	74
2025 Q1	$325K	Hold	1,627	–	–	0.03%	71
2024 Q4	$359K	Sell	1,627 -78	-5%	-$17.8K	0.04%	61
2024 Q3	$377K	Buy	1,705 +22	+1%	+$4.71K	0.04%	60
2024 Q2	$341K	Buy	1,683 +143	+9%	+$28.9K	0.04%	61
2024 Q1	$324K	Hold	1,540	–	–	0.04%	61
2023 Q4	$309K	Sell	1,540 -745	-33%	-$133K	0.05%	58
2023 Q3	$404K	Sell	2,285 -460	-17%	-$86.4K	0.07%	47
2023 Q2	$514K	Buy	2,745 +977	+55%	+$174K	0.09%	45
2023 Q1	$315K	Buy	+1,768	New	+$326K	0.06%	52
2022 Q3	–	Sell	-1,587	Closed	-$269K	–	74
2022 Q2	$269K	Sell	1,587 -795	-33%	-$147K	0.13%	56
2022 Q1	$489K	Buy	2,382 +1,268	+114%	+$259K	0.23%	38
2021 Q4	$248K	Buy	+1,114	New	+$252K	0.11%	103

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Rockwood Wealth Management's IWM Position: Q2 2026 in Review

Rockwood Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 41% in Q2 2026, buying an estimated $195K and bringing the position to 2,388 shares worth $717K. The position accounts for 0.05% of the portfolio, ranked #62.

Rockwood Wealth Management first reported a position in IWM in Q4 2021 and has held it in 17 quarters since. 1,350 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Rockwood Wealth Management held 2,388 shares of iShares Russell 2000 ETF worth $717K as of Q2 2026.
Rockwood Wealth Management bought 693 iShares Russell 2000 ETF shares in Q2 2026, an estimated $195K.
iShares Russell 2000 ETF made up 0.05% of Rockwood Wealth Management's portfolio in Q2 2026, its #62 holding.
Rockwood Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 17 quarters since.
1,350 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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