Sowell Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.3M | Buy |
34,238
+1,090
| +3% | +$306K | 0.34% | 55 |
|
|
2026
Q1 | $8.22M | Sell |
33,148
-1,168
| -3% | -$301K | 0.3% | 61 |
|
|
2025
Q4 | $8.45M | Sell |
34,316
-4,293
| -11% | -$1.06M | 0.31% | 63 |
|
|
2025
Q3 | $9.34M | Sell |
38,609
-5,332
| -12% | -$1.22M | 0.36% | 53 |
|
|
2025
Q2 | $9.48M | Sell |
43,941
-198
| -0.4% | -$39.8K | 0.39% | 49 |
|
|
2025
Q1 | $8.81M | Sell |
44,139
-1,420
| -3% | -$308K | 0.4% | 48 |
|
|
2024
Q4 | $10.1M | Buy |
45,559
+6,748
| +17% | +$1.54M | 0.53% | 39 |
|
|
2024
Q3 | $8.57M | Buy |
38,811
+4,276
| +12% | +$915K | 0.4% | 58 |
|
|
2024
Q2 | $7.01M | Sell |
34,535
-504
| -1% | -$102K | 0.33% | 69 |
|
|
2024
Q1 | $7.37M | Sell |
35,039
-1,102
| -3% | -$220K | 0.35% | 71 |
|
|
2023
Q4 | $7.25M | Sell |
36,141
-2,615
| -7% | -$468K | 0.39% | 62 |
|
|
2023
Q3 | $6.88M | Buy |
38,756
+932
| +2% | +$175K | 0.43% | 52 |
|
|
2023
Q2 | $7.08M | Buy |
37,824
+9,375
| +33% | +$1.67M | 0.39% | 57 |
|
|
2023
Q1 | $5.08M | Buy |
28,449
+288
| +1% | +$53K | 0.39% | 52 |
|
|
2022
Q4 | $4.91M | Sell |
28,161
-2,014
| -7% | -$358K | 0.32% | 76 |
|
|
2022
Q3 | $4.98M | Buy |
+30,175
| New | +$5.5M | 0.5% | 47 |
|
|
2022
Q1 | – | Sell |
-52,849
| Closed | -$11.8M | – | 345 |
|
|
2021
Q4 | $11.8M | Buy |
52,849
+1,240
| +2% | +$280K | 0.67% | 30 |
|
|
2021
Q3 | $11.3M | Buy |
51,609
+2,901
| +6% | +$643K | 0.76% | 21 |
|
|
2021
Q2 | $11.2M | Sell |
48,708
-8,222
| -14% | -$1.85M | 0.74% | 18 |
|
|
2021
Q1 | $12.7M | Buy |
56,930
+640
| +1% | +$140K | 0.44% | 51 |
|
|
2020
Q4 | $11M | Buy |
56,290
+1,655
| +3% | +$290K | 0.47% | 51 |
|
|
2020
Q3 | $8.18M | Sell |
54,635
-2,642
| -5% | -$397K | 0.41% | 56 |
|
|
2020
Q2 | $8.2M | Buy |
57,277
+35,904
| +168% | +$4.71M | 0.45% | 54 |
|
|
2020
Q1 | $2.45M | Sell |
21,373
-62,535
| -75% | -$9.32M | 0.18% | 126 |
|
|
2019
Q4 | $13.9M | Buy |
83,908
+31,043
| +59% | +$4.91M | 1.06% | 8 |
|
|
2019
Q3 | $8M | Buy |
+52,865
| New | +$8.07M | 0.66% | 32 |
|
|
2019
Q1 | $7.65M | Buy |
49,972
+23,544
| +89% | +$3.54M | 0.85% | 24 |
|
|
2018
Q4 | $3.54M | Buy |
+26,428
| New | +$3.94M | 0.5% | 44 |
|
|
2018
Q3 | – | Sell |
-27,420
| Closed | -$4.57M | – | 418 |
|
|
2018
Q2 | $4.57M | Buy |
27,420
+5,679
| +26% | +$908K | 0.97% | 26 |
|
|
2018
Q1 | $3.36M | Buy |
21,741
+1,004
| +5% | +$155K | 0.84% | 32 |
|
|
2017
Q4 | $3.25M | Buy |
20,737
+6,693
| +48% | +$1.01M | 0.79% | 34 |
|
|
2017
Q3 | $2.08M | Buy |
14,044
+101
| +0.7% | +$14.2K | 0.54% | 50 |
|
|
2017
Q2 | $1.95M | Buy |
13,943
+1,149
| +9% | +$159K | 0.55% | 47 |
|
|
2017
Q1 | $1.76M | Sell |
12,794
-1,920
| -13% | -$262K | 0.52% | 54 |
|
|
2016
Q4 | $2.05M | Buy |
+14,714
| New | +$1.88M | 0.69% | 40 |
|
Other funds holding IWM
Sowell Financial Services's IWM Position: Q2 2026 in Review
Sowell Financial Services increased its iShares Russell 2000 ETF (IWM) stake by 3.3% in Q2 2026, buying an estimated $306K and bringing the position to 34,238 shares worth $10.3M. The position accounts for 0.34% of the portfolio, ranked #55.
Sowell Financial Services first reported a position in IWM in Q4 2016 and has held it in 35 quarters since. The position peaked at $13.9M in Q4 2019. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Sowell Financial Services held 34,238 shares of iShares Russell 2000 ETF worth $10.3M as of Q2 2026.
- Sowell Financial Services bought 1,090 iShares Russell 2000 ETF shares in Q2 2026, an estimated $306K.
- iShares Russell 2000 ETF made up 0.34% of Sowell Financial Services's portfolio in Q2 2026, its #55 holding.
- Sowell Financial Services first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 35 quarters since.
- Sowell Financial Services's iShares Russell 2000 ETF position peaked at $13.9M in Q4 2019.
- 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.