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Successful Portfolios’s iShares Russell 2000 ETF IWM Stock Holding History

Successful Portfolios’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 		$444K Hold
1,494
– – 0.21% 101
2026
Q1 		$360K Sell
1,494
-20
-1% -$5.16K 0.2% 103
2025
Q4 		$394K Sell
1,514
-5
-0.3% -$1.23K 0.2% 108
2025
Q3 		$368K Sell
1,519
-25
-2% -$5.74K 0.21% 95
2025
Q2 		$333K Hold
1,544
– – 0.2% 102
2025
Q1 		$308K Sell
1,544
-90
-6% -$19.5K 0.21% 106
2024
Q4 		$361K Sell
1,634
-2
-0.1% -$456 0.24% 83
2024
Q3 		$361K Sell
1,636
-75
-4% -$16K 0.24% 86
2024
Q2 		$347K Sell
1,711
-80
-4% -$16.2K 0.24% 87
2024
Q1 		$377K Sell
1,791
-254
-12% -$50.7K 0.26% 89
2023
Q4 		$410K Buy
2,045
+214
+12% +$38.3K 0.31% 76
2023
Q3 		$324K Sell
1,831
-40
-2% -$7.51K 0.29% 82
2023
Q2 		$350K Sell
1,871
-158
-8% -$28.2K 0.3% 74
2023
Q1 		$362K Sell
2,029
-785
-28% -$145K 0.23% 112
2022
Q4 		$491K Buy
2,814
+726
+35% +$129K 0.32% 78
2022
Q3 		$344K Sell
2,088
-65
-3% -$11.9K 0.25% 103
2022
Q2 		$365K Sell
2,153
-5
-0.2% -$922 0.25% 108
2022
Q1 		$443K Sell
2,158
-6
-0.3% -$1.22K 0.25% 103
2021
Q4 		$481K Sell
2,164
-5
-0.2% -$1.13K 0.26% 96
2021
Q3 		$474K Sell
2,169
-25
-1% -$5.54K 0.28% 92
2021
Q2 		$503K Hold
2,194
– – 0.3% 85
2021
Q1 		$485K Hold
2,194
– – 0.32% 86
2020
Q4 		$430K Hold
2,194
– – 0.31% 87
2020
Q3 		$329K Hold
2,194
– – 0.26% 102
2020
Q2 		$314K Hold
2,194
– – 0.28% 101
2020
Q1 		$251K Buy
2,194
+26
+1% +$3.88K 0.25% 108
2019
Q4 		$359K Sell
2,168
-84
-4% -$13.3K 0.32% 91
2019
Q3 		$341K Sell
2,252
-98
-4% -$15K 0.32% 88
2019
Q2 		$365K Hold
2,350
– – 0.39% 77
2019
Q1 		$360K Sell
2,350
-86
-4% -$12.9K 0.39% 78
2018
Q4 		$326K Sell
2,436
-248
-9% -$37K 0.42% 75
2018
Q3 		$452K Sell
2,684
-66
-2% -$11.1K 0.49% 62
2018
Q2 		$450K Sell
2,750
-46
-2% -$7.36K 0.53% 59
2018
Q1 		$425K Sell
2,796
-35
-1% -$5.41K 0.52% 61
2017
Q4 		$432K Buy
+2,831
New +$425K 0.54% 59

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
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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

Successful Portfolios's IWM Position: Q2 2026 in Review

Successful Portfolios held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,494 shares worth $444K. The position accounts for 0.21% of the portfolio, ranked #101.

Successful Portfolios first reported a position in IWM in Q4 2017 and has held it in 35 quarters since. The position peaked at $503K in Q2 2021. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Successful Portfolios held 1,494 shares of iShares Russell 2000 ETF worth $444K as of Q2 2026.
  • Successful Portfolios left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.21% of Successful Portfolios's portfolio in Q2 2026, its #101 holding.
  • Successful Portfolios first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 35 quarters since.
  • Successful Portfolios's iShares Russell 2000 ETF position peaked at $503K in Q2 2021.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.