Schwarz Dygos Wheeler Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Schwarz Dygos Wheeler Investment 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	$228K	Buy	+760	New	+$214K	0.04%	160
2020 Q2	–	Sell	-3,000	Closed	-$343K	–	98
2020 Q1	$343K	Hold	3,000	–	–	0.29%	57
2019 Q4	$497K	Hold	3,000	–	–	0.34%	49
2019 Q3	$454K	Hold	3,000	–	–	0.36%	49
2019 Q2	$467K	Hold	3,000	–	–	0.39%	47
2019 Q1	$459K	Buy	+3,000	New	+$451K	0.39%	46

Other funds holding IWM

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Schwarz Dygos Wheeler Investment Advisors's IWM Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 760 shares worth $228K. The stake represents 0.04% of the portfolio and ranks #160 among its holdings. This is a return to the name: Schwarz Dygos Wheeler Investment Advisors previously reported a position in IWM as recently as Q1 2020.

Schwarz Dygos Wheeler Investment Advisors first reported a position in IWM in Q1 2019 and has held it in 6 quarters since. The position peaked at $497K in Q4 2019. 1,827 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 760 shares of iShares Russell 2000 ETF worth $228K as of Q2 2026.
iShares Russell 2000 ETF was a new Schwarz Dygos Wheeler Investment Advisors position in Q2 2026.
iShares Russell 2000 ETF made up 0.04% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #160 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 6 quarters since.
Schwarz Dygos Wheeler Investment Advisors's iShares Russell 2000 ETF position peaked at $497K in Q4 2019.
1,827 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.