SSWM
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Smith Salley Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Smith Salley 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 		$837K Sell
2,785
-500
-15% -$141K 0.04% 166
2026
Q1 		$815K Sell
3,285
-315
-9% -$81.3K 0.04% 162
2025
Q4 		$886K Sell
3,600
-158
-4% -$38.8K 0.04% 158
2025
Q3 		$909K Buy
3,758
+1,947
+108% +$447K 0.05% 155
2025
Q2 		$391K Buy
1,811
+797
+79% +$160K 0.02% 196
2025
Q1 		$202K Buy
+1,014
New +$220K 0.01% 238
2024
Q1 		– Sell
-2,034
Closed -$408K – 239
2023
Q4 		$408K Buy
2,034
+225
+12% +$40.3K 0.03% 193
2023
Q3 		$320K Buy
1,809
+1
+0.1% +$188 0.02% 194
2023
Q2 		$339K Buy
1,808
+208
+13% +$37.1K 0.03% 189
2023
Q1 		$285K Sell
1,600
-125
-7% -$23K 0.02% 196
2022
Q4 		$301K Buy
1,725
+151
+10% +$26.9K 0.03% 193
2022
Q3 		$260K Sell
1,574
-207
-12% -$37.8K 0.02% 194
2022
Q2 		$302K Buy
1,781
+207
+13% +$38.2K 0.03% 190
2022
Q1 		$323K Sell
1,574
-193
-11% -$39.4K 0.02% 201
2021
Q4 		$394K Sell
1,767
-104
-6% -$23.5K 0.03% 195
2021
Q3 		$409K Sell
1,871
-118
-6% -$26.2K 0.03% 195
2021
Q2 		$456K Hold
1,989
– – 0.04% 186
2021
Q1 		$439K Buy
1,989
+81
+4% +$17.7K 0.04% 182
2020
Q4 		$375K Buy
+1,908
New +$334K 0.04% 173
2014
Q3 		– Sell
-2,115
Closed -$251K – 182
2014
Q2 		$251K Buy
+2,115
New +$240K 0.07% 163

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
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
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Smith Salley Wealth Management's IWM Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 15% in Q2 2026, selling an estimated $141K and leaving 2,785 shares worth $837K. The position accounts for 0.04% of the portfolio, ranked #166.

Smith Salley Wealth Management first reported a position in IWM in Q2 2014 and has held it in 20 quarters since. The position peaked at $909K in Q3 2025. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Smith Salley Wealth Management held 2,785 shares of iShares Russell 2000 ETF worth $837K as of Q2 2026.
  • Smith Salley Wealth Management sold 500 iShares Russell 2000 ETF shares in Q2 2026, an estimated $141K.
  • iShares Russell 2000 ETF made up 0.04% of Smith Salley Wealth Management's portfolio in Q2 2026, its #166 holding.
  • Smith Salley Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2014 and has held it in 20 quarters since.
  • Smith Salley Wealth Management's iShares Russell 2000 ETF position peaked at $909K in Q3 2025.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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