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

Sax 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 		$997K Buy
4,018
+1,777
+79% +$499K 0.04% 229
2026
Q1 		$552K Hold
2,241
– – 0.03% 275
2025
Q4 		$552K Buy
2,241
+160
+8% +$39.3K 0.03% 283
2025
Q3 		$504K Sell
2,081
-115
-5% -$26.4K 0.03% 270
2025
Q2 		$474K Sell
2,196
-519
-19% -$104K 0.03% 265
2025
Q1 		$542K Buy
2,715
+332
+14% +$72K 0.04% 206
2024
Q4 		$526K Sell
2,383
-71
-3% -$16.2K 0.04% 189
2024
Q3 		$542K Buy
2,454
+828
+51% +$177K 0.05% 146
2024
Q2 		$330K Buy
1,626
+192
+13% +$38.8K 0.03% 196
2024
Q1 		$302K Buy
1,434
+17
+1% +$3.39K 0.04% 147
2023
Q4 		$284K Buy
1,417
+5
+0.4% +$896 0.05% 152
2023
Q3 		$250K Buy
+1,412
New +$265K 0.05% 153
2023
Q1 		– Sell
-1,155
Closed -$201K – 181
2022
Q4 		$201K Buy
+1,155
New +$205K 0.05% 160
2021
Q2 		– Sell
-5,105
Closed -$1.13M – 160
2021
Q1 		$1.13M Buy
+5,105
New +$1.11M 0.41% 50

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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Sax Wealth Advisors's IWM Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 79% in Q2 2026, buying an estimated $499K and bringing the position to 4,018 shares worth $997K. The position accounts for 0.04% of the portfolio, ranked #229.

Sax Wealth Advisors first reported a position in IWM in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.13M in Q1 2021. 1,093 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Sax Wealth Advisors held 4,018 shares of iShares Russell 2000 ETF worth $997K as of Q2 2026.
  • Sax Wealth Advisors bought 1,777 iShares Russell 2000 ETF shares in Q2 2026, an estimated $499K.
  • iShares Russell 2000 ETF made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #229 holding.
  • Sax Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 14 quarters since.
  • Sax Wealth Advisors's iShares Russell 2000 ETF position peaked at $1.13M in Q1 2021.
  • 1,093 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.