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WealthGarden F.S.’s iShares Russell 2000 ETF IWM Stock Holding History

WealthGarden F.S.’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 		$814K Hold
2,708
– – 0.46% 62
2026
Q1 		$672K Hold
2,708
– – 0.46% 73
2025
Q4 		$715K Hold
2,708
– – 0.47% 68
2025
Q3 		$672K Buy
2,708
+7
+0.3% +$1.61K 0.48% 68
2025
Q2 		$593K Buy
2,701
+84
+3% +$16.9K 0.49% 66
2025
Q1 		$522K Sell
2,617
-700
-21% -$152K 0.5% 68
2024
Q4 		$733K Buy
3,317
+665
+25% +$152K 0.69% 49
2024
Q3 		$586K Buy
2,652
+811
+44% +$174K 0.57% 56
2024
Q2 		$374K Buy
+1,841
New +$372K 0.39% 78

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

WealthGarden F.S.'s IWM Position: Q2 2026 in Review

WealthGarden F.S. held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 2,708 shares worth $814K. The position accounts for 0.46% of the portfolio, ranked #62.

WealthGarden F.S. first reported a position in IWM in Q2 2024 and has held it in 9 quarters since. 1,348 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • WealthGarden F.S. held 2,708 shares of iShares Russell 2000 ETF worth $814K as of Q2 2026.
  • WealthGarden F.S. left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.46% of WealthGarden F.S.'s portfolio in Q2 2026, its #62 holding.
  • WealthGarden F.S. first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,348 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.