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Wealthcare Advisory Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Wealthcare Advisory Partners’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 		$5.18M Sell
17,230
-8,499
-33% -$2.39M 0.1% 177
2026
Q1 		$6.38M Buy
25,729
+7,200
+39% +$1.86M 0.12% 151
2025
Q4 		$4.56M Sell
18,529
-124
-0.7% -$30.5K 0.09% 198
2025
Q3 		$4.51M Sell
18,653
-2,849
-13% -$654K 0.09% 185
2025
Q2 		$4.64M Buy
21,502
+601
+3% +$121K 0.11% 161
2025
Q1 		$4.17M Sell
20,901
-3,716
-15% -$806K 0.11% 159
2024
Q4 		$5.44M Buy
24,617
+1,324
+6% +$302K 0.15% 128
2024
Q3 		$5.15M Sell
23,293
-329
-1% -$70.4K 0.15% 132
2024
Q2 		$4.79M Sell
23,622
-5,177
-18% -$1.05M 0.15% 117
2024
Q1 		$6.06M Buy
28,799
+8,163
+40% +$1.63M 0.2% 90
2023
Q4 		$4.14M Buy
20,636
+617
+3% +$111K 0.16% 106
2023
Q3 		$3.54M Sell
20,019
-561
-3% -$105K 0.16% 106
2023
Q2 		$3.85M Sell
20,580
-1,346
-6% -$240K 0.17% 104
2023
Q1 		$3.91M Buy
21,926
+2,762
+14% +$509K 0.17% 102
2022
Q4 		$3.34M Buy
19,164
+2,529
+15% +$450K 0.16% 109
2022
Q3 		$2.74M Sell
16,635
-137
-0.8% -$25K 0.16% 113
2022
Q2 		$2.84M Sell
16,772
-1,117
-6% -$206K 0.17% 91
2022
Q1 		$3.67M Sell
17,889
-1,708
-9% -$348K 0.22% 58
2021
Q4 		$4.36M Sell
19,597
-1,040
-5% -$235K 0.26% 57
2021
Q3 		$4.51M Sell
20,637
-356
-2% -$78.9K 0.3% 52
2021
Q2 		$4.82M Buy
20,993
+1,080
+5% +$243K 0.32% 46
2021
Q1 		$4.4M Sell
19,913
-1,873
-9% -$409K 0.32% 40
2020
Q4 		$4.27M Buy
21,786
+4,345
+25% +$760K 0.38% 38
2020
Q3 		$2.61M Sell
17,441
-1,534
-8% -$231K 0.29% 43
2020
Q2 		$2.72M Sell
18,975
-1,409
-7% -$185K 0.34% 35
2020
Q1 		$2.33M Sell
20,384
-12,853
-39% -$1.92M 0.34% 39
2019
Q4 		$5.51M Sell
33,237
-1,250
-4% -$198K 0.7% 23
2019
Q3 		$5.22M Sell
34,487
-2,274
-6% -$347K 0.76% 24
2019
Q2 		$5.72M Sell
36,761
-1,234
-3% -$190K 0.91% 19
2019
Q1 		$5.82M Sell
37,995
-69,001
-64% -$10.4M 0.99% 20
2018
Q4 		$14.3M Buy
106,996
+3,917
+4% +$584K 2.78% 9
2018
Q3 		$17.4M Buy
103,079
+1,957
+2% +$330K 3.19% 8
2018
Q2 		$16.6M Buy
101,122
+3,445
+4% +$551K 3.25% 7
2018
Q1 		$14.8M Buy
97,677
+3,927
+4% +$606K 3.35% 8
2017
Q4 		$14.3M Buy
93,750
+3,861
+4% +$580K 3.68% 7
2017
Q3 		$13.3M Buy
89,889
+10,218
+13% +$1.44M 3.96% 7
2017
Q2 		$11.2M Buy
79,671
+6,593
+9% +$912K 5.45% 7
2017
Q1 		$10M Buy
73,078
+3,945
+6% +$539K 5.48% 7
2016
Q4 		$9.32M Buy
69,133
+4,795
+7% +$613K 5.51% 7
2016
Q3 		$7.99M Buy
64,338
+3,180
+5% +$387K 5.19% 7
2016
Q2 		$7.03M Buy
+61,158
New +$6.9M 4.95% 7

Other funds holding IWM

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
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealthcare Advisory Partners's IWM Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares Russell 2000 ETF (IWM) stake by 33% in Q2 2026, selling an estimated $2.39M and leaving 17,230 shares worth $5.18M. The position accounts for 0.1% of the portfolio, ranked #177.

Wealthcare Advisory Partners first reported a position in IWM in Q2 2016 and has held it in 41 quarters since. The position peaked at $17.4M in Q3 2018. 675 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Wealthcare Advisory Partners held 17,230 shares of iShares Russell 2000 ETF worth $5.18M as of Q2 2026.
  • Wealthcare Advisory Partners sold 8,499 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.39M.
  • iShares Russell 2000 ETF made up 0.1% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #177 holding.
  • Wealthcare Advisory Partners first reported a position in iShares Russell 2000 ETF in Q2 2016 and has held it in 41 quarters since.
  • Wealthcare Advisory Partners's iShares Russell 2000 ETF position peaked at $17.4M in Q3 2018.
  • 675 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.