Access Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

Access Financial Services’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	$313K	Hold	1,040	–	–	0.1%	91
2026 Q1	$258K	Sell	1,040 -74	-7%	-$19.1K	0.09%	95
2025 Q4	$274K	Hold	1,114	–	–	0.1%	96
2025 Q3	$270K	Buy	+1,114	New	+$256K	0.1%	98
2025 Q1	–	Sell	-1,144	Closed	-$253K	–	108
2024 Q4	$253K	Hold	1,144	–	–	0.11%	104
2024 Q3	$253K	Buy	+1,144	New	+$245K	0.12%	99
2024 Q2	–	Sell	-1,220	Closed	-$257K	–	99
2024 Q1	$257K	Buy	+1,220	New	+$243K	0.11%	93
2021 Q3	–	Sell	-1,114	Closed	-$256K	–	114
2021 Q2	$256K	Hold	1,114	–	–	0.12%	113
2021 Q1	$246K	Buy	+1,114	New	+$243K	0.12%	99
2020 Q1	–	Sell	-3,689	Closed	-$611K	–	71
2019 Q4	$611K	Sell	3,689 -1,594	-30%	-$252K	0.35%	56
2019 Q3	$800K	Sell	5,283 -1,222	-19%	-$187K	0.57%	43
2019 Q2	$1.01M	Buy	6,505 +1,594	+32%	+$246K	0.77%	41
2019 Q1	$752K	Sell	4,911 -600	-11%	-$90.2K	0.59%	41
2018 Q4	$738K	Buy	5,511 +3,733	+210%	+$557K	0.66%	39
2018 Q3	$300K	Hold	1,778	–	–	0.21%	59
2018 Q2	$291K	Sell	1,778 -85	-5%	-$13.6K	0.2%	60
2018 Q1	$283K	Hold	1,863	–	–	0.21%	62
2017 Q4	$284K	Hold	1,863	–	–	0.2%	63
2017 Q3	$276K	Hold	1,863	–	–	0.21%	62
2017 Q2	$263K	Hold	1,863	–	–	0.22%	61
2017 Q1	$256K	Buy	+1,863	New	+$255K	0.22%	61

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Access Financial Services's IWM Position: Q2 2026 in Review

Access Financial Services held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,040 shares worth $313K. The position accounts for 0.1% of the portfolio, ranked #91.

Access Financial Services first reported a position in IWM in Q1 2017 and has held it in 21 quarters since. The position peaked at $1.01M in Q2 2019. 966 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Access Financial Services held 1,040 shares of iShares Russell 2000 ETF worth $313K as of Q2 2026.
Access Financial Services left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.1% of Access Financial Services's portfolio in Q2 2026, its #91 holding.
Access Financial Services first reported a position in iShares Russell 2000 ETF in Q1 2017 and has held it in 21 quarters since.
Access Financial Services's iShares Russell 2000 ETF position peaked at $1.01M in Q2 2019.
966 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.