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Sound Income Strategies’s iShares Russell 2000 ETF IWM Stock Holding History

Sound Income Strategies’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 		– Sell
-659
Closed -$164K – 1437
2026
Q1 		$164K Sell
659
-25
-4% -$6.45K 0.01% 461
2025
Q4 		$182K Buy
684
+63
+10% +$15.5K 0.01% 441
2025
Q3 		$152K Sell
621
-17
-3% -$3.9K 0.01% 335
2025
Q2 		$138K Buy
638
+283
+80% +$57K 0.01% 334
2025
Q1 		$70.9K Sell
355
-117
-25% -$25.4K ﹤0.01% 448
2024
Q4 		$104K Buy
472
+247
+110% +$56.3K 0.01% 348
2024
Q3 		$49.7K Buy
225
+137
+156% +$29.3K ﹤0.01% 447
2024
Q2 		$17.8K Sell
88
-65
-42% -$13.1K ﹤0.01% 650
2024
Q1 		$32.1K Buy
153
+35
+30% +$6.98K ﹤0.01% 504
2023
Q4 		$23.7K Buy
118
+112
+1,867% +$20.1K ﹤0.01% 560
2023
Q3 		$972 Sell
6
-184
-97% -$34.5K ﹤0.01% 1004
2023
Q2 		$35.6K Buy
190
+174
+1,088% +$31K ﹤0.01% 341
2023
Q1 		$2.87K Buy
16
+10
+167% +$1.84K ﹤0.01% 784
2022
Q4 		$1.06K Hold
6
– – ﹤0.01% 854
2022
Q3 		$1K Sell
6
-75
-93% -$13.7K ﹤0.01% 796
2022
Q2 		$14K Sell
81
-14
-15% -$2.58K ﹤0.01% 406
2022
Q1 		$20K Sell
95
-3,764
-98% -$768K ﹤0.01% 355
2021
Q4 		$858K Buy
3,859
+329
+9% +$74.3K 0.1% 93
2021
Q3 		$772K Buy
3,530
+64
+2% +$14.2K 0.1% 94
2021
Q2 		$795K Buy
3,466
+2,396
+224% +$539K 0.11% 93
2021
Q1 		$236K Sell
1,070
-3,391
-76% -$740K 0.04% 121
2020
Q4 		$875K Buy
4,461
+4,402
+7,461% +$770K 0.19% 64
2020
Q3 		$9K Hold
59
– – ﹤0.01% 431
2020
Q2 		$8K Hold
59
– – ﹤0.01% 429
2020
Q1 		$7K Sell
59
-444
-88% -$66.2K ﹤0.01% 398
2019
Q4 		$83K Buy
503
+450
+849% +$71.1K 0.02% 93
2019
Q3 		$8K Hold
53
– – ﹤0.01% 350
2019
Q2 		$8K Hold
53
– – ﹤0.01% 361
2019
Q1 		$8K Sell
53
-26
-33% -$3.91K ﹤0.01% 368
2018
Q4 		$11K Buy
79
+26
+49% +$3.88K 0.01% 316
2018
Q3 		$9K Sell
53
-35
-40% -$5.91K ﹤0.01% 368
2018
Q2 		$14K Sell
88
-17
-16% -$2.72K 0.01% 261
2018
Q1 		$16K Hold
105
– – 0.01% 224
2017
Q4 		$16K Buy
+105
New +$15.8K 0.01% 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
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
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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Sound Income Strategies's IWM Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 659 shares — an estimated $164K sold.

Sound Income Strategies first reported a position in IWM in Q4 2017 and held it in 34 quarters. The position peaked at $875K in Q4 2020. 1,067 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 659 iShares Russell 2000 ETF shares in Q2 2026, an estimated $164K.
  • Sound Income Strategies first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 34 quarters.
  • Sound Income Strategies's iShares Russell 2000 ETF position peaked at $875K in Q4 2020.
  • 1,067 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.