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

Smallwood Wealth Investment 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 		$510K Buy
1,696
+1
+0.1% +$281 0.22% 49
2026
Q1 		$420K Hold
1,695
– – 0.22% 47
2025
Q4 		$417K Sell
1,695
-8
-0.5% -$1.97K 0.22% 52
2025
Q3 		$412K Hold
1,703
– – 0.21% 56
2025
Q2 		$368K Buy
1,703
+9
+0.5% +$1.81K 0.21% 53
2025
Q1 		$338K Buy
1,694
+5
+0.3% +$1.08K 0.21% 56
2024
Q4 		$373K Buy
1,689
+3
+0.2% +$684 0.25% 56
2024
Q3 		$372K Sell
1,686
-1,356
-45% -$290K 0.27% 54
2024
Q2 		$617K Hold
3,042
– – 0.48% 31
2024
Q1 		$640K Sell
3,042
-63
-2% -$12.6K 0.5% 31
2023
Q4 		$623K Sell
3,105
-29
-0.9% -$5.2K 0.52% 30
2023
Q3 		$554K Buy
3,134
+6
+0.2% +$1.13K 0.5% 32
2023
Q2 		$586K Hold
3,128
– – 0.52% 33
2023
Q1 		$558K Buy
3,128
+3
+0.1% +$552 0.53% 33
2022
Q4 		$545K Sell
3,125
-146
-4% -$26K 0.46% 40
2022
Q3 		$539K Hold
3,271
– – 0.48% 43
2022
Q2 		$554K Hold
3,271
– – 0.56% 33
2022
Q1 		$671K Buy
3,271
+2
+0.1% +$408 0.63% 28
2021
Q4 		$727K Buy
+3,269
New +$739K 0.68% 26

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Smallwood Wealth Investment Management's IWM Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its iShares Russell 2000 ETF (IWM) stake by 0.06% in Q2 2026, buying an estimated $281 and bringing the position to 1,696 shares worth $510K. The position accounts for 0.22% of the portfolio, ranked #49.

Smallwood Wealth Investment Management first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. The position peaked at $727K in Q4 2021. 1,202 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Smallwood Wealth Investment Management held 1,696 shares of iShares Russell 2000 ETF worth $510K as of Q2 2026.
  • Smallwood Wealth Investment Management bought 1 iShares Russell 2000 ETF share in Q2 2026, an estimated $281.
  • iShares Russell 2000 ETF made up 0.22% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #49 holding.
  • Smallwood Wealth Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • Smallwood Wealth Investment Management's iShares Russell 2000 ETF position peaked at $727K in Q4 2021.
  • 1,202 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.