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

Wealth Architects’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 		$1.98M Sell
6,598
-990
-13% -$278K 0.16% 78
2026
Q1 		$1.88M Buy
7,588
+77
+1% +$19.9K 0.17% 69
2025
Q4 		$1.85M Hold
7,511
– – 0.17% 68
2025
Q3 		$1.82M Buy
7,511
+52
+0.7% +$11.9K 0.17% 68
2025
Q2 		$1.61M Buy
7,459
+4,735
+174% +$953K 0.16% 69
2025
Q1 		$543K Sell
2,724
-5
-0.2% -$1.08K 0.06% 131
2024
Q4 		$603K Hold
2,729
– – 0.07% 109
2024
Q3 		$603K Sell
2,729
-924
-25% -$198K 0.07% 109
2024
Q2 		$741K Sell
3,653
-18
-0.5% -$3.64K 0.09% 97
2024
Q1 		$772K Buy
3,671
+2
+0.1% +$399 0.1% 92
2023
Q4 		$736K Sell
3,669
-25
-0.7% -$4.48K 0.1% 89
2023
Q3 		$653K Sell
3,694
-125
-3% -$23.5K 0.11% 87
2023
Q2 		$715K Buy
3,819
+82
+2% +$14.6K 0.12% 79
2023
Q1 		$667K Buy
3,737
+21
+0.6% +$3.87K 0.12% 80
2022
Q4 		$648K Buy
3,716
+5
+0.1% +$889 0.12% 80
2022
Q3 		$612K Hold
3,711
– – 0.13% 75
2022
Q2 		$629K Buy
3,711
+1
+0% +$184 0.12% 82
2022
Q1 		$762K Sell
3,710
-27
-0.7% -$5.51K 0.13% 67
2021
Q4 		$831K Buy
3,737
+3
+0.1% +$678 0.15% 69
2021
Q3 		$817K Buy
3,734
+746
+25% +$165K 0.16% 65
2021
Q2 		$685K Sell
2,988
-13
-0.4% -$2.92K 0.13% 71
2021
Q1 		$663K Sell
3,001
-159
-5% -$34.7K 0.14% 66
2020
Q4 		$619K Sell
3,160
-538
-15% -$94.1K 0.14% 65
2020
Q3 		$554K Buy
3,698
+268
+8% +$40.3K 0.15% 65
2020
Q2 		$491K Hold
3,430
– – 0.14% 71
2020
Q1 		$393K Buy
3,430
+1,151
+51% +$172K 0.14% 78
2019
Q4 		$378K Buy
2,279
+3
+0.1% +$474 0.11% 84
2019
Q3 		$344K Hold
2,276
– – 0.1% 87
2019
Q2 		$354K Sell
2,276
-952
-29% -$147K 0.11% 84
2019
Q1 		$494K Hold
3,228
– – 0.15% 61
2018
Q4 		$432K Sell
3,228
-68
-2% -$10.1K 0.16% 62
2018
Q3 		$556K Buy
3,296
+1,134
+52% +$191K 0.17% 55
2018
Q2 		$354K Hold
2,162
– – 0.11% 76
2018
Q1 		$328K Sell
2,162
-466
-18% -$72K 0.11% 78
2017
Q4 		$401K Buy
2,628
+437
+20% +$65.6K 0.13% 73
2017
Q3 		$325K Buy
2,191
+1
+0% +$141 0.11% 89
2017
Q2 		$308K Sell
2,190
-1
-0% -$138 0.11% 89
2017
Q1 		$301K Sell
2,191
-33
-1% -$4.51K 0.12% 85
2016
Q4 		$300K Hold
2,224
– – 0.13% 85
2016
Q3 		$276K Sell
2,224
-87
-4% -$10.6K 0.13% 88
2016
Q2 		$265K Buy
2,311
+343
+17% +$38.7K 0.13% 93
2016
Q1 		$218K Buy
1,968
+68
+4% +$7.04K 0.11% 104
2015
Q4 		$214K Buy
+1,900
New +$219K 0.11% 107

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

Wealth Architects's IWM Position: Q2 2026 in Review

Wealth Architects reduced its iShares Russell 2000 ETF (IWM) stake by 13% in Q2 2026, selling an estimated $278K and leaving 6,598 shares worth $1.98M. The position accounts for 0.16% of the portfolio, ranked #78.

Wealth Architects first reported a position in IWM in Q4 2015 and has held it in 43 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Wealth Architects held 6,598 shares of iShares Russell 2000 ETF worth $1.98M as of Q2 2026.
  • Wealth Architects sold 990 iShares Russell 2000 ETF shares in Q2 2026, an estimated $278K.
  • iShares Russell 2000 ETF made up 0.16% of Wealth Architects's portfolio in Q2 2026, its #78 holding.
  • Wealth Architects first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 43 quarters since.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.