Sightline Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Sightline Wealth 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	$1.3M	Buy	4,327 +7	+0.2%	+$1.97K	0.48%	37
2026 Q1	$1.07M	Buy	4,320 +6	+0.1%	+$1.55K	0.45%	39
2025 Q4	$1.06M	Buy	4,314 +117	+3%	+$28.8K	0.45%	39
2025 Q3	$1.02M	Sell	4,197 -528	-11%	-$121K	0.46%	38
2025 Q2	$1.02M	Sell	4,725 -371	-7%	-$74.7K	0.49%	36
2025 Q1	$1.02M	Sell	5,096 -34	-0.7%	-$7.38K	0.54%	36
2024 Q4	$1.13M	Buy	5,130 +13	+0.3%	+$2.96K	0.61%	34
2024 Q3	$1.13M	Buy	5,117 +14	+0.3%	+$3K	0.62%	32
2024 Q2	$1.04M	Buy	5,103 +16	+0.3%	+$3.23K	0.64%	32
2024 Q1	$1.07M	Buy	5,087 +10	+0.2%	+$2K	0.7%	30
2023 Q4	$1.02M	Buy	5,077 +290	+6%	+$52K	0.77%	30
2023 Q3	$846K	Buy	4,787 +11	+0.2%	+$2.06K	0.79%	32
2023 Q2	$852K	Hold	4,776	–	–	0.85%	27
2023 Q1	$852K	Sell	4,776 -2,028	-30%	-$373K	0.87%	26
2022 Q4	$1.19M	Buy	6,804 +282	+4%	+$50.2K	1.28%	18
2022 Q3	$1.1M	Buy	6,522 +93	+1%	+$17K	1.3%	15
2022 Q2	$1.08M	Buy	6,429 +2,014	+46%	+$371K	1.06%	15
2022 Q1	$906K	Buy	4,415 +519	+13%	+$106K	0.75%	20
2021 Q4	$875K	Buy	3,896 +218	+6%	+$49.3K	0.78%	19
2021 Q3	$805K	Sell	3,678 -301	-8%	-$66.7K	0.67%	23
2021 Q2	$913K	Buy	3,979 +108	+3%	+$24.3K	0.75%	21
2021 Q1	$859K	Buy	3,871 +150	+4%	+$32.8K	0.79%	19
2020 Q4	$729K	Buy	+3,721	New	+$651K	0.72%	23

Other funds holding IWM

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

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B 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

Sightline Wealth Advisors's IWM Position: Q2 2026 in Review

Sightline Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.16% in Q2 2026, buying an estimated $1.97K and bringing the position to 4,327 shares worth $1.3M. The position accounts for 0.48% of the portfolio, ranked #37.

Sightline Wealth Advisors first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Sightline Wealth Advisors held 4,327 shares of iShares Russell 2000 ETF worth $1.3M as of Q2 2026.
Sightline Wealth Advisors bought 7 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.97K.
iShares Russell 2000 ETF made up 0.48% of Sightline Wealth Advisors's portfolio in Q2 2026, its #37 holding.
Sightline Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.