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

Sherman 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	$253K	Buy	+841	New	+$236K	0.19%	76

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

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

Sherman Wealth Management opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 841 shares worth $253K. The stake represents 0.19% of the portfolio and ranks #76 among its holdings.

1,949 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Sherman Wealth Management held 841 shares of iShares Russell 2000 ETF worth $253K as of Q2 2026.
iShares Russell 2000 ETF was a new Sherman Wealth Management position in Q2 2026.
iShares Russell 2000 ETF made up 0.19% of Sherman Wealth Management's portfolio in Q2 2026, its #76 holding.
1,949 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.