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SlateStone Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

SlateStone Wealth’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 		$2.36M Buy
7,860
+78
+1% +$21.9K 0.18% 103
2026
Q1 		$1.93M Buy
7,782
+1,515
+24% +$391K 0.16% 112
2025
Q4 		$1.54M Buy
6,267
+101
+2% +$24.8K 0.13% 128
2025
Q3 		$1.49M Sell
6,166
-40
-0.6% -$9.18K 0.13% 130
2025
Q2 		$1.34M Sell
6,206
-6
-0.1% -$1.21K 0.13% 132
2025
Q1 		$1.24M Sell
6,212
-84
-1% -$18.2K 0.12% 133
2024
Q4 		$1.39M Sell
6,296
-30
-0.5% -$6.84K 0.14% 123
2024
Q3 		$1.4M Buy
6,326
+1,785
+39% +$382K 0.13% 125
2024
Q2 		$921K Sell
4,541
-295
-6% -$59.6K 0.1% 154
2024
Q1 		$1.02M Sell
4,836
-25
-0.5% -$4.99K 0.1% 145
2023
Q4 		$976K Buy
4,861
+965
+25% +$173K 0.13% 120
2023
Q3 		$689K Buy
3,896
+1,375
+55% +$258K 0.1% 134
2023
Q2 		$472K Buy
2,521
+1,275
+102% +$227K 0.09% 141
2023
Q1 		$222K Buy
+1,246
New +$229K 0.05% 195
2020
Q1 		– Sell
-1,581
Closed -$262K – 195
2019
Q4 		$262K Buy
+1,581
New +$250K 0.06% 186

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
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
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

SlateStone Wealth's IWM Position: Q2 2026 in Review

SlateStone Wealth increased its iShares Russell 2000 ETF (IWM) stake by 1% in Q2 2026, buying an estimated $21.9K and bringing the position to 7,860 shares worth $2.36M. The position accounts for 0.18% of the portfolio, ranked #103.

SlateStone Wealth first reported a position in IWM in Q4 2019 and has held it in 15 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • SlateStone Wealth held 7,860 shares of iShares Russell 2000 ETF worth $2.36M as of Q2 2026.
  • SlateStone Wealth bought 78 iShares Russell 2000 ETF shares in Q2 2026, an estimated $21.9K.
  • iShares Russell 2000 ETF made up 0.18% of SlateStone Wealth's portfolio in Q2 2026, its #103 holding.
  • SlateStone Wealth first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 15 quarters since.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.