SW
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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
2025
Q2 		– Hold
0
– -$1.2M – 621
2025
Q1 		– Hold
0
– – – 229
2024
Q4 		– Hold
0
– – – 255
2024
Q3 		– Hold
0
– – – 420
2024
Q2 		– Hold
0
– – – 279
2024
Q1 		– Hold
0
– – – 387
2023
Q4 		– Hold
0
– – – 362
2023
Q3 		– Hold
0
– – – 413
2023
Q2 		– Hold
0
– – – 292
2021
Q1 		– Sell
-100
Closed -$20K – 389
2020
Q4 		$20K Buy
+100
New +$17.5K ﹤0.01% 320

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.