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

SteelPeak 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 		$29.1M Sell
96,759
-2,047
-2% -$575K 0.75% 25
2026
Q1 		$24.5M Buy
98,806
+19,256
+24% +$4.97M 0.75% 29
2025
Q4 		$19.6M Sell
79,550
-6,366
-7% -$1.57M 0.64% 37
2025
Q3 		$20.8M Sell
85,916
-7,704
-8% -$1.77M 0.69% 32
2025
Q2 		$20.2M Buy
93,620
+10,051
+12% +$2.02M 0.78% 31
2025
Q1 		$16.7M Buy
83,569
+19,184
+30% +$4.16M 0.69% 32
2024
Q4 		$14.2M Buy
64,385
+6,242
+11% +$1.42M 0.58% 36
2024
Q3 		$12.8M Sell
58,143
-15,201
-21% -$3.25M 0.56% 41
2024
Q2 		$14.9M Buy
73,344
+7,455
+11% +$1.51M 0.69% 36
2024
Q1 		$13.9M Buy
65,889
+2,097
+3% +$418K 0.7% 34
2023
Q4 		$12.8M Sell
63,792
-7,047
-10% -$1.26M 0.74% 28
2023
Q3 		$12.6M Buy
70,839
+16,013
+29% +$3.01M 0.79% 27
2023
Q2 		$10.3M Sell
54,826
-7,227
-12% -$1.29M 0.61% 43
2023
Q1 		$11.1M Buy
62,053
+13,383
+27% +$2.46M 0.75% 40
2022
Q4 		$8.49M Buy
48,670
+3,431
+8% +$610K 0.62% 43
2022
Q3 		$7.46M Sell
45,239
-13,188
-23% -$2.41M 0.56% 52
2022
Q2 		$9.89M Buy
58,427
+4,662
+9% +$859K 0.71% 35
2022
Q1 		$11M Buy
53,765
+14,961
+39% +$3.05M 0.62% 36
2021
Q4 		$8.63M Sell
38,804
-2,560
-6% -$578K 0.49% 48
2021
Q3 		$9.05M Buy
41,364
+5,148
+14% +$1.14M 0.6% 45
2021
Q2 		$8.31M Sell
36,216
-2,102
-5% -$473K 0.58% 46
2021
Q1 		$8.47M Buy
38,318
+907
+2% +$198K 0.67% 46
2020
Q4 		$7.33M Sell
37,411
-6,688
-15% -$1.17M 0.67% 36
2020
Q3 		$6.61M Buy
44,099
+241
+0.5% +$36.3K 0.71% 37
2020
Q2 		$6.28M Buy
43,858
+1,829
+4% +$240K 0.79% 27
2020
Q1 		$4.81M Sell
42,029
-3,459
-8% -$516K 0.76% 35
2019
Q4 		$7.54M Buy
+45,488
New +$7.19M 1.04% 22

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

SteelPeak Wealth's IWM Position: Q2 2026 in Review

SteelPeak Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 2.1% in Q2 2026, selling an estimated $575K and leaving 96,759 shares worth $29.1M. The position accounts for 0.75% of the portfolio, ranked #25.

SteelPeak Wealth first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • SteelPeak Wealth held 96,759 shares of iShares Russell 2000 ETF worth $29.1M as of Q2 2026.
  • SteelPeak Wealth sold 2,047 iShares Russell 2000 ETF shares in Q2 2026, an estimated $575K.
  • iShares Russell 2000 ETF made up 0.75% of SteelPeak Wealth's portfolio in Q2 2026, its #25 holding.
  • SteelPeak Wealth first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
  • 526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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