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

Wealthcare Capital 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 		$642K Buy
2,138
+548
+34% +$154K 0.27% 79
2026
Q1 		$394K Buy
1,590
+3
+0.2% +$774 0.18% 103
2025
Q4 		$391K Buy
1,587
+34
+2% +$8.36K 0.18% 102
2025
Q3 		$376K Buy
1,553
+146
+10% +$33.5K 0.17% 107
2025
Q2 		$304K Sell
1,407
-124
-8% -$25K 0.15% 109
2025
Q1 		$305K Sell
1,531
-151
-9% -$32.8K 0.16% 102
2024
Q4 		$372K Buy
+1,682
New +$384K 0.19% 82

Other funds holding IWM

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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Wealthcare Capital Partners increased its iShares Russell 2000 ETF (IWM) stake by 34% in Q2 2026, buying an estimated $154K and bringing the position to 2,138 shares worth $642K. The position accounts for 0.27% of the portfolio, ranked #79.

Wealthcare Capital Partners first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 1,350 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Wealthcare Capital Partners held 2,138 shares of iShares Russell 2000 ETF worth $642K as of Q2 2026.
  • Wealthcare Capital Partners bought 548 iShares Russell 2000 ETF shares in Q2 2026, an estimated $154K.
  • iShares Russell 2000 ETF made up 0.27% of Wealthcare Capital Partners's portfolio in Q2 2026, its #79 holding.
  • Wealthcare Capital Partners first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,350 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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