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

Shelton 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	$2.17M	Sell	7,223 -36	-0.5%	-$10.1K	0.85%	31
2026 Q1	$1.8M	Sell	7,259 -206	-3%	-$53.1K	0.79%	33
2025 Q4	$1.84M	Sell	7,465 -69	-0.9%	-$17K	0.79%	36
2025 Q3	$1.82M	Sell	7,534 -80	-1%	-$18.4K	0.83%	36
2025 Q2	$1.64M	Buy	7,614 +153	+2%	+$30.8K	0.79%	33
2025 Q1	$1.49M	Buy	7,461 +19	+0.3%	+$4.12K	0.81%	27
2024 Q4	$1.64M	Sell	7,442 -3	-0%	-$684	0.85%	27
2024 Q3	$1.64M	Sell	7,445 -135	-2%	-$28.9K	0.89%	28
2024 Q2	$1.54M	Sell	7,580 -42	-0.6%	-$8.49K	0.87%	26
2024 Q1	$1.6M	Sell	7,622 -260	-3%	-$51.9K	1.01%	25
2023 Q4	$1.58M	Hold	7,882	–	–	1.12%	24
2023 Q3	$1.39M	Buy	7,882 +404	+5%	+$75.8K	1.11%	19
2023 Q2	$1.4M	Sell	7,478 -250	-3%	-$44.6K	1.09%	20
2023 Q1	$1.38M	Sell	7,728 -106	-1%	-$19.5K	1.12%	20
2022 Q4	$1.37M	Buy	7,834 +3,502	+81%	+$623K	1.08%	22
2022 Q3	$714K	Hold	4,332	–	–	0.64%	27
2022 Q2	$734K	Sell	4,332 -156	-3%	-$28.8K	0.62%	27
2022 Q1	$921K	Buy	4,488 +545	+14%	+$111K	0.73%	23
2021 Q4	$877K	Buy	+3,943	New	+$891K	0.69%	21

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

Shelton Wealth Management's IWM Position: Q2 2026 in Review

Shelton Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.5% in Q2 2026, selling an estimated $10.1K and leaving 7,223 shares worth $2.17M. The position accounts for 0.85% of the portfolio, ranked #31.

Shelton Wealth Management first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Shelton Wealth Management held 7,223 shares of iShares Russell 2000 ETF worth $2.17M as of Q2 2026.
Shelton Wealth Management sold 36 iShares Russell 2000 ETF shares in Q2 2026, an estimated $10.1K.
iShares Russell 2000 ETF made up 0.85% of Shelton Wealth Management's portfolio in Q2 2026, its #31 holding.
Shelton Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.