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

Venturi 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
2024
Q4 		– Hold
0
– -$442K – 1992
2024
Q3 		– Hold
0
– – – 316

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
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 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
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

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

Venturi Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 2.2% in Q2 2026, buying an estimated $867K and bringing the position to 143,433 shares worth $43.1M. The position accounts for 1.67% of the portfolio, ranked #13.

Venturi Wealth Management first reported a position in IWM in Q3 2016 and has held it in 33 quarters since. 593 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Venturi Wealth Management held 143,433 shares of iShares Russell 2000 ETF worth $43.1M as of Q2 2026.
  • Venturi Wealth Management bought 3,087 iShares Russell 2000 ETF shares in Q2 2026, an estimated $867K.
  • iShares Russell 2000 ETF made up 1.67% of Venturi Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Venturi Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2016 and has held it in 33 quarters since.
  • 593 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.