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Team Hewins’s iShares Russell 2000 ETF IWM Stock Holding History

Team Hewins’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 		$502K Buy
1,670
+82
+5% +$23K 0.14% 27
2026
Q1 		$394K Buy
1,588
+733
+86% +$189K 0.12% 28
2025
Q4 		$210K Sell
855
-18
-2% -$4.42K 0.07% 37
2025
Q3 		$211K Buy
+873
New +$200K 0.07% 37
2024
Q4 		– Sell
-925
Closed -$204K – 41
2024
Q3 		$204K Sell
925
-197
-18% -$42.2K 0.08% 37
2024
Q2 		$228K Buy
+1,122
New +$227K 0.09% 29

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 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

Team Hewins's IWM Position: Q2 2026 in Review

Team Hewins increased its iShares Russell 2000 ETF (IWM) stake by 5.2% in Q2 2026, buying an estimated $23K and bringing the position to 1,670 shares worth $502K. The position accounts for 0.14% of the portfolio, ranked #27.

Team Hewins first reported a position in IWM in Q2 2024 and has held it in 6 quarters since. 1,350 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Team Hewins held 1,670 shares of iShares Russell 2000 ETF worth $502K as of Q2 2026.
  • Team Hewins bought 82 iShares Russell 2000 ETF shares in Q2 2026, an estimated $23K.
  • iShares Russell 2000 ETF made up 0.14% of Team Hewins's portfolio in Q2 2026, its #27 holding.
  • Team Hewins first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 6 quarters since.
  • 1,350 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Team Hewins's 13F filing for Q2 2026, filed 29 Jul 2026.