SWM
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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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OE
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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 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. 535 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.
  • 535 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.