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Waldron Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Waldron Private 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 		$1.91M Sell
6,359
-106
-2% -$29.8K 0.07% 103
2026
Q1 		$1.6M Sell
6,465
-717
-10% -$185K 0.06% 107
2025
Q4 		$1.77M Buy
7,182
+207
+3% +$50.9K 0.07% 97
2025
Q3 		$1.69M Buy
6,975
+786
+13% +$180K 0.07% 98
2025
Q2 		$1.34M Buy
6,189
+408
+7% +$82.1K 0.06% 113
2025
Q1 		$1.15M Sell
5,781
-98
-2% -$21.3K 0.05% 117
2024
Q4 		$1.3M Sell
5,879
-19
-0.3% -$4.33K 0.05% 139
2024
Q3 		$1.3M Sell
5,898
-121
-2% -$25.9K 0.05% 142
2024
Q2 		$1.22M Sell
6,019
-296
-5% -$59.8K 0.05% 138
2024
Q1 		$1.33M Sell
6,315
-1,036
-14% -$207K 0.06% 132
2023
Q4 		$1.48M Sell
7,351
-2,451
-25% -$439K 0.07% 113
2023
Q3 		$1.74M Sell
9,802
-1,600
-14% -$300K 0.09% 104
2023
Q2 		$2.14M Sell
11,402
-1,473
-11% -$263K 0.11% 98
2023
Q1 		$2.3M Sell
12,875
-109
-0.8% -$20.1K 0.11% 99
2022
Q4 		$2.14M Hold
12,984
– – 0.13% 96
2022
Q3 		$2.14M Buy
12,984
+382
+3% +$69.7K 0.13% 96
2022
Q2 		$2.13M Buy
12,602
+30
+0.2% +$5.53K 0.12% 103
2022
Q1 		$2.58M Sell
12,572
-7
-0.1% -$1.43K 0.13% 99
2021
Q4 		$2.8M Sell
12,579
-2,790
-18% -$630K 0.14% 94
2021
Q3 		$3.36M Buy
15,369
+9,864
+179% +$2.19M 0.2% 71
2021
Q2 		$1.26M Buy
5,505
+1,458
+36% +$328K 0.08% 122
2021
Q1 		$894K Sell
4,047
-759
-16% -$166K 0.06% 137
2020
Q4 		$942K Buy
4,806
+953
+25% +$167K 0.07% 131
2020
Q3 		$577K Buy
3,853
+813
+27% +$122K 0.05% 155
2020
Q2 		$435K Sell
3,040
-44
-1% -$5.77K 0.04% 165
2020
Q1 		$352K Sell
3,084
-2,461
-44% -$367K 0.04% 172
2019
Q4 		$918K Buy
5,545
+1,252
+29% +$198K 0.08% 115
2019
Q3 		$649K Buy
4,293
+509
+13% +$77.7K 0.07% 137
2019
Q2 		$588K Sell
3,784
-1,291
-25% -$199K 0.06% 124
2019
Q1 		$776K Buy
5,075
+2,745
+118% +$413K 0.09% 105
2018
Q4 		$311K Buy
2,330
+29
+1% +$4.33K 0.04% 161
2018
Q3 		$387K Sell
2,301
-88
-4% -$14.9K 0.08% 124
2018
Q2 		$391K Buy
2,389
+589
+33% +$94.2K 0.08% 107
2018
Q1 		$273K Buy
1,800
+321
+22% +$49.6K 0.06% 136
2017
Q4 		$225K Buy
+1,479
New +$222K 0.05% 147

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

Waldron Private Wealth's IWM Position: Q2 2026 in Review

Waldron Private Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q2 2026, selling an estimated $29.8K and leaving 6,359 shares worth $1.91M. The position accounts for 0.07% of the portfolio, ranked #103.

Waldron Private Wealth first reported a position in IWM in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.36M in Q3 2021. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Waldron Private Wealth held 6,359 shares of iShares Russell 2000 ETF worth $1.91M as of Q2 2026.
  • Waldron Private Wealth sold 106 iShares Russell 2000 ETF shares in Q2 2026, an estimated $29.8K.
  • iShares Russell 2000 ETF made up 0.07% of Waldron Private Wealth's portfolio in Q2 2026, its #103 holding.
  • Waldron Private Wealth first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 35 quarters since.
  • Waldron Private Wealth's iShares Russell 2000 ETF position peaked at $3.36M in Q3 2021.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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