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

Albion 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	$399K	Sell	1,327 -55	-4%	-$15.5K	0.02%	141
2026 Q1	$343K	Hold	1,382	–	–	0.02%	143
2025 Q4	$340K	Buy	1,382 +474	+52%	+$117K	0.02%	144
2025 Q3	$220K	Hold	908	–	–	0.01%	169
2025 Q2	$196K	Hold	908	–	–	0.01%	170
2025 Q1	$181K	Buy	908 +242	+36%	+$52.5K	0.01%	179
2024 Q4	$147K	Hold	666	–	–	0.01%	188
2024 Q3	$147K	Hold	666	–	–	0.01%	189
2024 Q2	$135K	Sell	666 -50	-7%	-$10.1K	0.01%	197
2024 Q1	$151K	Hold	716	–	–	0.01%	189
2023 Q4	$144K	Hold	716	–	–	0.01%	193
2023 Q3	$127K	Hold	716	–	–	0.01%	184
2023 Q2	$134K	Hold	716	–	–	0.01%	191
2023 Q1	$128K	Hold	716	–	–	0.01%	178
2022 Q4	$125K	Hold	716	–	–	0.01%	176
2022 Q3	$118K	Hold	716	–	–	0.01%	180
2022 Q2	$121K	Hold	716	–	–	0.01%	187
2022 Q1	$147K	Hold	716	–	–	0.01%	211
2021 Q4	$159K	Sell	716 -200	-22%	-$45.2K	0.01%	224
2021 Q3	$200K	Hold	916	–	–	0.02%	184
2021 Q2	$210K	Buy	+916	New	+$206K	0.02%	187
2020 Q4	$148K	Buy	+756	New	+$132K	0.01%	194
2017 Q1	–	Sell	-1,528	Closed	-$206K	–	199
2016 Q4	$206K	Buy	+1,528	New	+$195K	0.03%	171

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

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

Albion Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 4% in Q2 2026, selling an estimated $15.5K and leaving 1,327 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #141.

Albion Financial Group first reported a position in IWM in Q4 2016 and has held it in 23 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Albion Financial Group held 1,327 shares of iShares Russell 2000 ETF worth $399K as of Q2 2026.
Albion Financial Group sold 55 iShares Russell 2000 ETF shares in Q2 2026, an estimated $15.5K.
iShares Russell 2000 ETF made up 0.02% of Albion Financial Group's portfolio in Q2 2026, its #141 holding.
Albion Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 23 quarters since.
1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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