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

Schrum Private 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	–	Sell	-2,783	Closed	-$690K	–	121
2026 Q1	$690K	Hold	2,783	–	–	0.53%	58
2025 Q4	$685K	Hold	2,783	–	–	0.51%	57
2025 Q3	$674K	Sell	2,783 -658	-19%	-$151K	0.49%	55
2025 Q2	$743K	Hold	3,441	–	–	0.6%	47
2025 Q1	$687K	Sell	3,441 -407	-11%	-$88.3K	0.6%	47
2024 Q4	$850K	Buy	+3,848	New	+$877K	0.72%	38
2024 Q3	–	Sell	-1,845	Closed	-$374K	–	174
2024 Q2	$374K	Hold	1,845	–	–	0.34%	73
2024 Q1	$388K	Buy	+1,845	New	+$368K	0.35%	72
2023 Q4	–	Sell	-1,800	Closed	-$318K	–	105
2023 Q3	$318K	Hold	1,800	–	–	0.36%	71
2023 Q2	$337K	Hold	1,800	–	–	0.36%	72
2023 Q1	$321K	Hold	1,800	–	–	0.37%	73
2022 Q4	$314K	Hold	1,800	–	–	0.37%	74
2022 Q3	$296K	Hold	1,800	–	–	0.37%	83
2022 Q2	$305K	Hold	1,800	–	–	0.34%	83
2022 Q1	$369K	Sell	1,800 -250	-12%	-$51K	0.37%	78
2021 Q4	$456K	Buy	+2,050	New	+$463K	0.42%	69

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Schrum Private Wealth Management's IWM Position: Q2 2026 in Review

Schrum Private Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 2,783 shares — an estimated $690K sold.

Schrum Private Wealth Management first reported a position in IWM in Q4 2021 and held it in 16 quarters. The position peaked at $850K in Q4 2024. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Schrum Private Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
Schrum Private Wealth Management sold 2,783 iShares Russell 2000 ETF shares in Q2 2026, an estimated $690K.
Schrum Private Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 16 quarters.
Schrum Private Wealth Management's iShares Russell 2000 ETF position peaked at $850K in Q4 2024.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.