Wealth Enhancement Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

Wealth Enhancement Advisory Services’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	$45.6M	Buy	158,220 +9,749	+7%	+$2.74M	0.08%	229
2026 Q1	$36.5M	Sell	148,471 -46,617	-24%	-$12M	0.07%	256
2025 Q4	$50M	Sell	195,088 -237	-0.1%	-$58.3K	0.07%	253
2025 Q3	$47.6M	Sell	195,325 -543	-0.3%	-$125K	0.07%	243
2025 Q2	$43.7M	Buy	195,868 +9,502	+5%	+$1.91M	0.07%	247
2025 Q1	$37.2M	Buy	186,366 +2,482	+1%	+$538K	0.07%	258
2024 Q4	$40.6M	Buy	183,884 +33,753	+22%	+$7.7M	0.08%	237
2024 Q3	$33.2M	Buy	150,131 +20,068	+15%	+$4.29M	0.07%	262
2024 Q2	$26.4M	Buy	130,063 +22,159	+21%	+$4.48M	0.06%	287
2024 Q1	$22.7M	Buy	107,904 +17,581	+19%	+$3.51M	0.06%	297
2023 Q4	$18.1M	Sell	90,323 -6,284	-7%	-$1.13M	0.05%	322
2023 Q3	$17.1M	Buy	96,607 +84,467	+696%	+$15.9M	0.06%	307
2023 Q2	$2.27M	Sell	12,140 -7,813	-39%	-$1.39M	0.02%	187
2023 Q1	$3.56M	Sell	19,953 -6,245	-24%	-$1.15M	0.04%	161
2022 Q4	$4.9M	Buy	26,198 +747	+3%	+$133K	0.06%	123
2022 Q3	$4.29M	Buy	25,451 +9,441	+59%	+$1.72M	0.06%	125
2022 Q2	$2.81M	Buy	16,010 +4,675	+41%	+$862K	0.04%	179
2022 Q1	$2.35M	Buy	11,335 +2,239	+25%	+$457K	0.03%	183
2021 Q4	$1.81M	Sell	9,096 -1,608	-15%	-$363K	0.03%	178
2021 Q3	$2.44M	Sell	10,704 -7,169	-40%	-$1.59M	0.04%	138
2021 Q2	$3.89M	Buy	17,873 +4,992	+39%	+$1.12M	0.06%	116
2021 Q1	$2.89M	Buy	12,881 +827	+7%	+$181K	0.05%	123
2020 Q4	$2.54M	Buy	12,054 +103	+0.9%	+$18K	0.06%	107
2020 Q3	$1.96M	Buy	11,951 +1,304	+12%	+$196K	0.05%	118
2020 Q2	$1.58M	Sell	10,647 -4,967	-32%	-$652K	0.05%	137
2020 Q1	$2.02M	Buy	15,614 +10,925	+233%	+$1.63M	0.07%	106
2019 Q4	$777K	Buy	4,689 +14	+0.3%	+$2.21K	0.03%	179
2019 Q3	$702K	Sell	4,675 -33	-0.7%	-$5.04K	0.03%	176
2019 Q2	$735K	Buy	+4,708	New	+$726K	0.03%	174

Other funds holding IWM

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

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

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

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Wealth Enhancement Advisory Services's IWM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Russell 2000 ETF (IWM) stake by 6.6% in Q2 2026, buying an estimated $2.74M and bringing the position to 158,220 shares worth $45.6M. The position accounts for 0.08% of the portfolio, ranked #229.

Wealth Enhancement Advisory Services first reported a position in IWM in Q2 2019 and has held it in 29 quarters since. The position peaked at $50M in Q4 2025. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Wealth Enhancement Advisory Services held 158,220 shares of iShares Russell 2000 ETF worth $45.6M as of Q2 2026.
Wealth Enhancement Advisory Services bought 9,749 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.74M.
iShares Russell 2000 ETF made up 0.08% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #229 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Russell 2000 ETF in Q2 2019 and has held it in 29 quarters since.
Wealth Enhancement Advisory Services's iShares Russell 2000 ETF position peaked at $50M in Q4 2025.
526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.