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SC&H Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

SC&H Financial 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
Q1 		$841K Sell
3,392
-27
-0.8% -$6.96K 0.13% 74
2025
Q4 		$842K Sell
3,419
-95
-3% -$23.4K 0.13% 74
2025
Q3 		$850K Sell
3,514
-1,238
-26% -$284K 0.14% 73
2025
Q2 		$1.03M Sell
4,752
-21
-0.4% -$4.23K 0.18% 62
2025
Q1 		$952K Buy
4,773
+4
+0.1% +$868 0.19% 64
2024
Q4 		$1.05M Buy
4,769
+4
+0.1% +$912 0.22% 58
2024
Q3 		$1.05M Sell
4,765
-151
-3% -$32.3K 0.23% 62
2024
Q2 		$997K Sell
4,916
-165
-3% -$33.3K 0.24% 57
2024
Q1 		$1.07M Buy
5,081
+48
+1% +$9.57K 0.28% 56
2023
Q4 		$1.01M Buy
5,033
+49
+1% +$8.78K 0.29% 55
2023
Q3 		$881K Buy
4,984
+9
+0.2% +$1.69K 0.29% 60
2023
Q2 		$932K Buy
4,975
+199
+4% +$35.5K 0.31% 59
2023
Q1 		$852K Sell
4,776
-51
-1% -$9.39K 0.31% 63
2022
Q4 		$842K Buy
4,827
+38
+0.8% +$6.76K 0.35% 61
2022
Q3 		$790K Buy
4,789
+11
+0.2% +$2.01K 0.4% 52
2022
Q2 		$809K Sell
4,778
-4,190
-47% -$772K 0.38% 57
2022
Q1 		$1.84M Buy
8,968
+642
+8% +$131K 0.88% 24
2021
Q4 		$1.85M Buy
+8,326
New +$1.88M 1.02% 22

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

SC&H Financial Advisors's IWM Position: Q1 2026 in Review

SC&H Financial Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.79% in Q1 2026, selling an estimated $6.96K and leaving 3,392 shares worth $841K. The position accounts for 0.13% of the portfolio, ranked #74.

SC&H Financial Advisors first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.85M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • SC&H Financial Advisors held 3,392 shares of iShares Russell 2000 ETF worth $841K as of Q1 2026.
  • SC&H Financial Advisors sold 27 iShares Russell 2000 ETF shares in Q1 2026, an estimated $6.96K.
  • iShares Russell 2000 ETF made up 0.13% of SC&H Financial Advisors's portfolio in Q1 2026, its #74 holding.
  • SC&H Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
  • SC&H Financial Advisors's iShares Russell 2000 ETF position peaked at $1.85M in Q4 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on SC&H Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.