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AFG Fiduciary Services’s iShares Russell 2000 ETF IWM Stock Holding History

AFG Fiduciary 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 		$497K Sell
1,671
-2,324
-58% -$653K 0.39% 43
2026
Q1 		$1.01M Buy
3,995
+2,356
+144% +$608K 0.59% 38
2025
Q4 		$408K Hold
1,639
– – 0.24% 60
2025
Q3 		$397K Hold
1,639
– – 0.23% 61
2025
Q2 		$357K Sell
1,639
-173
-10% -$34.8K 0.23% 60
2025
Q1 		$344K Buy
1,812
+56
+3% +$12.1K 0.25% 53
2024
Q4 		$393K Sell
1,756
-95
-5% -$21.7K 0.28% 52
2024
Q3 		$410K Hold
1,851
– – 0.28% 46
2024
Q2 		$408K Sell
1,851
-25
-1% -$5.05K 0.28% 47
2024
Q1 		$387K Sell
1,876
-376
-17% -$75K 0.29% 51
2023
Q4 		$443K Buy
2,252
+300
+15% +$53.7K 0.36% 49
2023
Q3 		$332K Sell
1,952
-109
-5% -$20.5K 0.29% 48
2023
Q2 		$395K Buy
2,061
+229
+13% +$40.8K 0.3% 55
2023
Q1 		$327K Sell
1,832
-535
-23% -$98.5K 0.3% 47
2022
Q4 		$413K Sell
2,367
-128
-5% -$22.8K 0.39% 42
2022
Q3 		$411K Buy
2,495
+555
+29% +$101K 0.39% 44
2022
Q2 		$329K Sell
1,940
-177
-8% -$32.6K 0.29% 60
2022
Q1 		$435K Sell
2,117
-612
-22% -$125K 0.31% 56
2021
Q4 		$607K Buy
+2,729
New +$617K 0.43% 39

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

AFG Fiduciary Services's IWM Position: Q2 2026 in Review

AFG Fiduciary Services reduced its iShares Russell 2000 ETF (IWM) stake by 58% in Q2 2026, selling an estimated $653K and leaving 1,671 shares worth $497K. The position accounts for 0.39% of the portfolio, ranked #43.

AFG Fiduciary Services first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.01M in Q1 2026. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • AFG Fiduciary Services held 1,671 shares of iShares Russell 2000 ETF worth $497K as of Q2 2026.
  • AFG Fiduciary Services sold 2,324 iShares Russell 2000 ETF shares in Q2 2026, an estimated $653K.
  • iShares Russell 2000 ETF made up 0.39% of AFG Fiduciary Services's portfolio in Q2 2026, its #43 holding.
  • AFG Fiduciary Services first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • AFG Fiduciary Services's iShares Russell 2000 ETF position peaked at $1.01M in Q1 2026.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.