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	$317K	Buy	+1,100	New	+$309K	﹤0.01%	3154
2025 Q4	–	Sell	-30,820	Closed	-$153K	–	3728
2025 Q3	$153K	Buy	+30,820	New	+$7.07M	﹤0.01%	3228
2024 Q4	–	Sell	-500	Closed	-$6.16K	–	3037
2024 Q3	$6.16K	Buy	500 +100	+25%	+$21.4K	﹤0.01%	2740
2024 Q2	$8.34K	Buy	400 +300	+300%	+$60.6K	﹤0.01%	2527
2024 Q1	$443	Buy	+100	New	+$19.9K	﹤0.01%	2475

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

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 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

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. 546 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.
546 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.