Wealth Enhancement Advisory Services
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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 		$605K Buy
+2,100
New +$590K ﹤0.01% 2506
2025
Q2 		– Sell
-13,000
Closed -$74.6K – 3438
2025
Q1 		$74.6K Buy
+13,000
New +$2.82M ﹤0.01% 2810

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

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. 593 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.
  • 593 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.