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Unique Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Unique 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
2026
Q2 		$9.19M Sell
30,580
-638
-2% -$179K 1.07% 24
2026
Q1 		$7.74M Buy
31,218
+592
+2% +$153K 1.07% 23
2025
Q4 		$7.54M Sell
30,626
-215
-0.7% -$52.9K 1.05% 21
2025
Q3 		$7.46M Buy
30,841
+1,110
+4% +$255K 1.09% 21
2025
Q2 		$6.42M Buy
29,731
+3,114
+12% +$627K 1.04% 22
2025
Q1 		$5.31M Buy
26,617
+4,493
+20% +$975K 1% 25
2024
Q4 		$4.89M Buy
22,124
+4,826
+28% +$1.1M 1.02% 23
2024
Q3 		$3.82M Buy
17,298
+4,317
+33% +$924K 0.87% 24
2024
Q2 		$2.63M Buy
12,981
+1,454
+13% +$294K 0.69% 30
2024
Q1 		$2.42M Buy
11,527
+568
+5% +$113K 0.68% 26
2023
Q4 		$2.2M Buy
10,959
+7,067
+182% +$1.27M 0.71% 22
2023
Q3 		$688K Buy
+3,892
New +$731K 0.29% 39

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
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
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Unique Wealth's IWM Position: Q2 2026 in Review

Unique Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 2% in Q2 2026, selling an estimated $179K and leaving 30,580 shares worth $9.19M. The position accounts for 1.07% of the portfolio, ranked #24.

Unique Wealth first reported a position in IWM in Q3 2023 and has held it in 12 quarters since. 939 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Unique Wealth held 30,580 shares of iShares Russell 2000 ETF worth $9.19M as of Q2 2026.
  • Unique Wealth sold 638 iShares Russell 2000 ETF shares in Q2 2026, an estimated $179K.
  • iShares Russell 2000 ETF made up 1.07% of Unique Wealth's portfolio in Q2 2026, its #24 holding.
  • Unique Wealth first reported a position in iShares Russell 2000 ETF in Q3 2023 and has held it in 12 quarters since.
  • 939 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.