WealthBridge Investment Counsel’s iShares Russell 2000 ETF IWM Stock Holding History

WealthBridge Investment Counsel’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	$430K	Hold	1,432	–	–	0.11%	43
2026 Q1	$355K	Buy	1,432 +30	+2%	+$7.74K	0.11%	41
2025 Q4	$345K	Sell	1,402 -5	-0.4%	-$1.23K	0.1%	41
2025 Q3	$340K	Buy	1,407 +30	+2%	+$6.88K	0.1%	45
2025 Q2	$297K	Hold	1,377	–	–	0.1%	46
2025 Q1	$275K	Buy	1,377 +300	+28%	+$65.1K	0.1%	46
2024 Q4	$238K	Buy	1,077 +30	+3%	+$6.84K	0.09%	46
2024 Q3	$231K	Hold	1,047	–	–	0.08%	47
2024 Q2	$212K	Buy	1,047 +25	+2%	+$5.05K	0.08%	44
2024 Q1	$215K	Buy	+1,022	New	+$204K	0.08%	43
2020 Q1	–	Sell	-3,500	Closed	-$580K	–	37
2019 Q4	$580K	Buy	+3,500	New	+$553K	0.33%	36

Other funds holding IWM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WealthBridge Investment Counsel's IWM Position: Q2 2026 in Review

WealthBridge Investment Counsel held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,432 shares worth $430K. The position accounts for 0.11% of the portfolio, ranked #43.

WealthBridge Investment Counsel first reported a position in IWM in Q4 2019 and has held it in 11 quarters since. The position peaked at $580K in Q4 2019. 1,413 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

WealthBridge Investment Counsel held 1,432 shares of iShares Russell 2000 ETF worth $430K as of Q2 2026.
WealthBridge Investment Counsel left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.11% of WealthBridge Investment Counsel's portfolio in Q2 2026, its #43 holding.
WealthBridge Investment Counsel first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 11 quarters since.
WealthBridge Investment Counsel's iShares Russell 2000 ETF position peaked at $580K in Q4 2019.
1,413 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on WealthBridge Investment Counsel's 13F filing for Q2 2026, filed 15 Jul 2026.