6F
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626 Financial’s iShares Russell 2000 ETF IWM Stock Holding History

626 Financial’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 		$1.91M Sell
6,343
-116
-2% -$32.6K 0.74% 26
2026
Q1 		$1.6M Sell
6,459
-73
-1% -$18.8K 0.71% 24
2025
Q4 		$1.61M Sell
6,532
-1
-0% -$246 0.69% 22
2025
Q3 		$1.58M Buy
6,533
+4
+0.1% +$918 0.69% 24
2025
Q2 		$1.41M Sell
6,529
-62
-0.9% -$12.5K 0.66% 27
2025
Q1 		$1.31M Sell
6,591
-90
-1% -$19.5K 0.68% 25
2024
Q4 		$1.48M Buy
6,681
+1,441
+28% +$329K 0.8% 24
2024
Q3 		$1.16M Buy
5,240
+8
+0.2% +$1.71K 0.64% 29
2024
Q2 		$1.06M Buy
5,232
+4
+0.1% +$808 0.61% 30
2024
Q1 		$1.1M Sell
5,228
-399
-7% -$79.6K 0.66% 28
2023
Q4 		$1.13M Sell
5,627
-1,387
-20% -$248K 0.75% 25
2023
Q3 		$1.24M Sell
7,014
-68
-1% -$12.8K 0.84% 23
2023
Q2 		$1.33M Buy
7,082
+103
+1% +$18.4K 0.85% 24
2023
Q1 		$1.25M Sell
6,979
-313
-4% -$57.6K 0.82% 27
2022
Q4 		$1.27M Sell
7,292
-62
-0.8% -$11K 0.88% 29
2022
Q3 		$1.21M Sell
7,354
-582
-7% -$106K 0.98% 26
2022
Q2 		$1.34M Buy
7,936
+1,156
+17% +$213K 1.01% 21
2022
Q1 		$1.39M Sell
6,780
-4,245
-39% -$866K 0.89% 23
2021
Q4 		$2.45M Buy
+11,025
New +$2.49M 1.5% 16
2021
Q1 		$1.39M Buy
+6,780
New +$1.48M 0.89% 23

Other funds holding IWM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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

626 Financial's IWM Position: Q2 2026 in Review

626 Financial reduced its iShares Russell 2000 ETF (IWM) stake by 1.8% in Q2 2026, selling an estimated $32.6K and leaving 6,343 shares worth $1.91M. The position accounts for 0.74% of the portfolio, ranked #26.

626 Financial first reported a position in IWM in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.45M in Q4 2021. 1,772 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • 626 Financial held 6,343 shares of iShares Russell 2000 ETF worth $1.91M as of Q2 2026.
  • 626 Financial sold 116 iShares Russell 2000 ETF shares in Q2 2026, an estimated $32.6K.
  • iShares Russell 2000 ETF made up 0.74% of 626 Financial's portfolio in Q2 2026, its #26 holding.
  • 626 Financial first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 20 quarters since.
  • 626 Financial's iShares Russell 2000 ETF position peaked at $2.45M in Q4 2021.
  • 1,772 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on 626 Financial's 13F filing for Q2 2026, filed 27 Jul 2026.