WWM
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Wolff Wiese Magana’s iShares Russell 2000 ETF IWM Stock Holding History

Wolff Wiese Magana’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 		$405K Sell
1,348
-48
-3% -$13.5K 0.19% 83
2026
Q1 		$346K Hold
1,396
– – 0.19% 84
2025
Q4 		$344K Sell
1,396
-3
-0.2% -$738 0.19% 89
2025
Q3 		$339K Buy
1,399
+9
+0.6% +$2.06K 0.19% 92
2025
Q2 		$300K Buy
1,390
+35
+3% +$7.04K 0.19% 86
2025
Q1 		$270K Buy
1,355
+24
+2% +$5.21K 0.18% 84
2024
Q4 		$294K Sell
1,331
-9
-0.7% -$2.05K 0.19% 80
2024
Q3 		$296K Buy
1,340
+99
+8% +$21.2K 0.2% 79
2024
Q2 		$252K Buy
1,241
+70
+6% +$14.1K 0.2% 80
2024
Q1 		$246K Hold
1,171
– – 0.21% 77
2023
Q4 		$235K Buy
1,171
+9
+0.8% +$1.61K 0.22% 74
2023
Q3 		$205K Buy
1,162
+71
+7% +$13.3K 0.17% 94
2023
Q2 		$204K Buy
1,091
+145
+15% +$25.9K 0.16% 91
2023
Q1 		$169K Hold
946
– – 0.14% 101
2022
Q4 		$165K Sell
946
-6
-0.6% -$1.07K 0.14% 104
2022
Q3 		$157K Hold
952
– – 0.13% 128
2022
Q2 		$161K Hold
952
– – 0.12% 131
2022
Q1 		$195K Buy
952
+36
+4% +$7.34K 0.13% 126
2021
Q4 		$204K Buy
916
+10
+1% +$2.26K 0.13% 127
2021
Q3 		$198K Buy
906
+355
+64% +$78.7K 0.14% 127
2021
Q2 		$126K Hold
551
– – 0.09% 162
2021
Q1 		$122K Buy
551
+20
+4% +$4.37K 0.1% 167
2020
Q4 		$104K Buy
+531
New +$92.9K 0.09% 175

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
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
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Wolff Wiese Magana's IWM Position: Q2 2026 in Review

Wolff Wiese Magana reduced its iShares Russell 2000 ETF (IWM) stake by 3.4% in Q2 2026, selling an estimated $13.5K and leaving 1,348 shares worth $405K. The position accounts for 0.19% of the portfolio, ranked #83.

Wolff Wiese Magana first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Wolff Wiese Magana held 1,348 shares of iShares Russell 2000 ETF worth $405K as of Q2 2026.
  • Wolff Wiese Magana sold 48 iShares Russell 2000 ETF shares in Q2 2026, an estimated $13.5K.
  • iShares Russell 2000 ETF made up 0.19% of Wolff Wiese Magana's portfolio in Q2 2026, its #83 holding.
  • Wolff Wiese Magana first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.