SWM
IWM icon

Steinberganna Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Steinberganna 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 		$1.99M Buy
6,640
+521
+9% +$146K 0.81% 24
2026
Q1 		$1.52M Buy
6,119
+1,064
+21% +$274K 0.73% 27
2025
Q4 		$1.24M Buy
5,055
+490
+11% +$120K 0.58% 32
2025
Q3 		$1.1M Buy
+4,565
New +$1.05M 0.52% 39

Other funds holding IWM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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

Steinberganna Wealth Management's IWM Position: Q2 2026 in Review

Steinberganna Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 8.5% in Q2 2026, buying an estimated $146K and bringing the position to 6,640 shares worth $1.99M. The position accounts for 0.81% of the portfolio, ranked #24.

Steinberganna Wealth Management first reported a position in IWM in Q3 2025 and has held it in 4 quarters since. 2,089 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Steinberganna Wealth Management held 6,640 shares of iShares Russell 2000 ETF worth $1.99M as of Q2 2026.
  • Steinberganna Wealth Management bought 521 iShares Russell 2000 ETF shares in Q2 2026, an estimated $146K.
  • iShares Russell 2000 ETF made up 0.81% of Steinberganna Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Steinberganna Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,089 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Steinberganna Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.