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ABLE Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

ABLE Financial Group’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 		$608K Sell
2,022
-34
-2% -$9.55K 0.1% 126
2026
Q1 		$510K Hold
2,056
– – 0.1% 134
2025
Q4 		$506K Buy
2,056
+7
+0.3% +$1.72K 0.1% 129
2025
Q3 		$496K Sell
2,049
-7
-0.3% -$1.61K 0.11% 124
2025
Q2 		$444K Sell
2,056
-443
-18% -$89.1K 0.11% 127
2025
Q1 		$499K Sell
2,499
-138
-5% -$29.9K 0.14% 102
2024
Q4 		$583K Sell
2,637
-45
-2% -$10.3K 0.17% 91
2024
Q3 		$592K Sell
2,682
-162
-6% -$34.7K 0.18% 86
2024
Q2 		$577K Sell
2,844
-463
-14% -$93.6K 0.21% 82
2024
Q1 		$695K Sell
3,307
-244
-7% -$48.7K 0.27% 67
2023
Q4 		$713K Buy
+3,551
New +$636K 0.31% 61
2023
Q3 		– Sell
-1,749
Closed -$328K – 151
2023
Q2 		$328K Sell
1,749
-735
-30% -$131K 0.17% 99
2023
Q1 		$443K Buy
+2,484
New +$457K 0.29% 74

Other funds holding IWM

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
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

ABLE Financial Group's IWM Position: Q2 2026 in Review

ABLE Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 1.7% in Q2 2026, selling an estimated $9.55K and leaving 2,022 shares worth $608K. The position accounts for 0.1% of the portfolio, ranked #126.

ABLE Financial Group first reported a position in IWM in Q1 2023 and has held it in 13 quarters since. The position peaked at $713K in Q4 2023. 828 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • ABLE Financial Group held 2,022 shares of iShares Russell 2000 ETF worth $608K as of Q2 2026.
  • ABLE Financial Group sold 34 iShares Russell 2000 ETF shares in Q2 2026, an estimated $9.55K.
  • iShares Russell 2000 ETF made up 0.1% of ABLE Financial Group's portfolio in Q2 2026, its #126 holding.
  • ABLE Financial Group first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 13 quarters since.
  • ABLE Financial Group's iShares Russell 2000 ETF position peaked at $713K in Q4 2023.
  • 828 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.