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Wealthquest’s iShares Russell 2000 ETF IWM Stock Holding History

Wealthquest’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 		$510K Sell
1,697
-251
-13% -$70.5K 0.03% 96
2026
Q1 		$483K Hold
1,948
– – 0.03% 87
2025
Q4 		$480K Buy
+1,948
New +$479K 0.04% 86
2025
Q3 		– Sell
-1,987
Closed -$429K – 86
2025
Q2 		$429K Hold
1,987
– – 0.03% 85
2025
Q1 		$396K Sell
1,987
-117
-6% -$25.4K 0.03% 84
2024
Q4 		$465K Sell
2,104
-75
-3% -$17.1K 0.04% 77
2024
Q3 		$475K Sell
2,179
-53
-2% -$11.3K 0.04% 74
2024
Q2 		$453K Sell
2,232
-227
-9% -$45.9K 0.05% 74
2024
Q1 		$517K Buy
2,459
+1
+0% +$199 0.06% 71
2023
Q4 		$493K Buy
2,458
+1
+0% +$179 0.05% 76
2023
Q3 		$434K Sell
2,457
-10
-0.4% -$1.88K 0.05% 79
2023
Q2 		$462K Buy
2,467
+22
+0.9% +$3.92K 0.06% 74
2023
Q1 		$436K Sell
2,445
-8
-0.3% -$1.47K 0.06% 76
2022
Q4 		$428K Sell
2,453
-673
-22% -$120K 0.06% 80
2022
Q3 		$515K Sell
3,126
-68
-2% -$12.4K 0.07% 75
2022
Q2 		$540K Sell
3,194
-452
-12% -$83.3K 0.08% 72
2022
Q1 		$811K Hold
3,646
– – 0.12% 62
2021
Q4 		$811K Buy
3,646
+82
+2% +$18.5K 0.12% 62
2021
Q3 		$779K Hold
3,564
– – 0.13% 60
2021
Q2 		$817K Hold
3,564
– – 0.14% 61
2021
Q1 		$787K Hold
3,564
– – 0.15% 59
2020
Q4 		$698K Buy
3,564
+246
+7% +$43K 0.15% 60
2020
Q3 		$497K Hold
3,318
– – 0.12% 66
2020
Q2 		$475K Buy
+3,318
New +$435K 0.12% 67

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

Wealthquest's IWM Position: Q2 2026 in Review

Wealthquest reduced its iShares Russell 2000 ETF (IWM) stake by 13% in Q2 2026, selling an estimated $70.5K and leaving 1,697 shares worth $510K. The position accounts for 0.03% of the portfolio, ranked #96.

Wealthquest first reported a position in IWM in Q2 2020 and has held it in 24 quarters since. The position peaked at $817K in Q2 2021. 1,006 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Wealthquest held 1,697 shares of iShares Russell 2000 ETF worth $510K as of Q2 2026.
  • Wealthquest sold 251 iShares Russell 2000 ETF shares in Q2 2026, an estimated $70.5K.
  • iShares Russell 2000 ETF made up 0.03% of Wealthquest's portfolio in Q2 2026, its #96 holding.
  • Wealthquest first reported a position in iShares Russell 2000 ETF in Q2 2020 and has held it in 24 quarters since.
  • Wealthquest's iShares Russell 2000 ETF position peaked at $817K in Q2 2021.
  • 1,006 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.