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

Sheets Smith 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	$213K	Buy	+710	New	+$200K	0.02%	395
2024 Q4	–	Sell	-1,441	Closed	-$318K	–	384
2024 Q3	$318K	Sell	1,441 -9	-0.6%	-$1.93K	0.04%	312
2024 Q2	$294K	Sell	1,450 -9,863	-87%	-$1.99M	0.04%	321
2024 Q1	$2.38M	Buy	11,313 +395	+4%	+$78.8K	0.27%	89
2023 Q4	$2.19M	Buy	10,918 +9,299	+574%	+$1.67M	0.31%	81
2023 Q3	$286K	Sell	1,619 -199	-11%	-$37.4K	0.04%	276
2023 Q2	$340K	Sell	1,818 -11,930	-87%	-$2.13M	0.05%	263
2023 Q1	$2.45M	Buy	13,748 +149	+1%	+$27.4K	0.37%	64
2022 Q4	$2.37M	Buy	13,599 +19	+0.1%	+$3.38K	0.37%	66
2022 Q3	$2.24M	Buy	13,580 +4	+0%	+$730	0.37%	68
2022 Q2	$2.3M	Sell	13,576 -7,053	-34%	-$1.3M	0.38%	65
2022 Q1	$4.24M	Sell	20,629 -272	-1%	-$55.5K	0.58%	44
2021 Q4	$4.65M	Sell	20,901 -1,661	-7%	-$375K	0.58%	46
2021 Q3	$4.93M	Buy	22,562 +277	+1%	+$61.4K	0.67%	38
2021 Q2	$5.11M	Buy	22,285 +4,890	+28%	+$1.1M	0.69%	38
2021 Q1	$3.84M	Buy	17,395 +8,492	+95%	+$1.85M	0.57%	48
2020 Q4	$1.75M	Sell	8,903 -112	-1%	-$19.6K	0.26%	96
2020 Q3	$1.35M	Buy	9,015 +22	+0.2%	+$3.31K	0.23%	99
2020 Q2	$1.29M	Sell	8,993 -16,203	-64%	-$2.13M	0.26%	90
2020 Q1	$2.88M	Buy	25,196 +703	+3%	+$105K	0.6%	42
2019 Q4	$4.06M	Buy	24,493 +6,419	+36%	+$1.01M	0.78%	37
2019 Q3	$2.73M	Sell	18,074 -150	-0.8%	-$22.9K	0.56%	48
2019 Q2	$2.83M	Buy	18,224 +85	+0.5%	+$13.1K	0.58%	47
2019 Q1	$2.78M	Buy	18,139 +203	+1%	+$30.5K	0.6%	44
2018 Q4	$2.4M	Buy	17,936 +1,353	+8%	+$202K	0.65%	43
2018 Q3	$2.79M	Sell	16,583 -514	-3%	-$86.8K	0.58%	46
2018 Q2	$2.8M	Sell	17,097 -178	-1%	-$28.5K	0.66%	43
2018 Q1	$2.62M	Buy	17,275 +400	+2%	+$61.8K	0.63%	40
2017 Q4	$2.57M	Buy	16,875 +558	+3%	+$83.8K	0.61%	42
2017 Q3	$2.42M	Sell	16,317 -58	-0.4%	-$8.16K	0.61%	43
2017 Q2	$2.31M	Buy	16,375 +91	+0.6%	+$12.6K	0.61%	43
2017 Q1	$2.24M	Sell	16,284 -7,000	-30%	-$956K	0.59%	45
2016 Q4	$3.14M	Sell	23,284 -330	-1%	-$42.2K	0.88%	28
2016 Q3	$2.93M	Sell	23,614 -422	-2%	-$51.3K	0.83%	27
2016 Q2	$2.76M	Buy	24,036 +563	+2%	+$63.5K	0.8%	31
2016 Q1	$2.6M	Buy	23,473 +1,099	+5%	+$114K	0.8%	32
2015 Q4	$2.52M	Buy	22,374 +1,126	+5%	+$130K	0.76%	35
2015 Q3	$2.32M	Sell	21,248 -293	-1%	-$34.7K	0.78%	39
2015 Q2	$2.69M	Buy	21,541 +687	+3%	+$85.8K	0.74%	33
2015 Q1	$2.59M	Buy	20,854 +1,927	+10%	+$232K	0.72%	34
2014 Q4	$2.26M	Buy	18,927 +1,960	+12%	+$224K	0.59%	49
2014 Q3	$1.85M	Sell	16,967 -3,029	-15%	-$347K	0.5%	56
2014 Q2	$2.38M	Sell	19,996 -1,314	-6%	-$149K	0.64%	46
2014 Q1	$2.48M	Buy	21,310 +52	+0.2%	+$6K	0.69%	44
2013 Q4	$2.45M	Sell	21,258 -41	-0.2%	-$4.53K	0.68%	41
2013 Q3	$2.27M	Sell	21,299 -2,259	-10%	-$234K	0.74%	42
2013 Q2	$2.29M	Buy	+23,558	New	+$2.25M	0.78%	39

Other funds holding IWM

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return