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The Wealth Group’s iShares Russell 2000 ETF IWM Stock Holding History

The Wealth Group’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 		$331K Buy
1,101
+37
+3% +$10.4K 0.06% 68
2026
Q1 		$264K Hold
1,064
– – 0.06% 69
2025
Q4 		$262K Hold
1,064
– – 0.06% 68
2025
Q3 		$257K Hold
1,064
– – 0.06% 67
2025
Q2 		$230K Hold
1,064
– – 0.06% 68
2025
Q1 		$212K Hold
1,064
– – 0.06% 60
2024
Q4 		$235K Hold
1,064
– – 0.07% 55
2024
Q3 		$235K Hold
1,064
– – 0.07% 54
2024
Q2 		$216K Hold
1,064
– – 0.07% 54
2024
Q1 		$217K Buy
1,064
+16
+2% +$3.19K 0.07% 55
2023
Q4 		$203K Buy
+1,048
New +$188K 0.07% 57

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

The Wealth Group's IWM Position: Q2 2026 in Review

The Wealth Group increased its iShares Russell 2000 ETF (IWM) stake by 3.5% in Q2 2026, buying an estimated $10.4K and bringing the position to 1,101 shares worth $331K. The position accounts for 0.06% of the portfolio, ranked #68.

The Wealth Group first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • The Wealth Group held 1,101 shares of iShares Russell 2000 ETF worth $331K as of Q2 2026.
  • The Wealth Group bought 37 iShares Russell 2000 ETF shares in Q2 2026, an estimated $10.4K.
  • iShares Russell 2000 ETF made up 0.06% of The Wealth Group's portfolio in Q2 2026, its #68 holding.
  • The Wealth Group first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.