Allodium Investment Consultants’s iShares Russell 2000 ETF IWM Stock Holding History

Allodium Investment Consultants’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	$3.27M	Sell	10,877 -91	-0.8%	-$25.6K	1.39%	21
2026 Q1	$2.72M	Sell	10,968 -73	-0.7%	-$18.8K	1.3%	22
2025 Q4	$2.72M	Sell	11,041 -131	-1%	-$32.2K	1.38%	17
2025 Q3	$2.7M	Buy	11,172 +88	+0.8%	+$20.2K	1.53%	17
2025 Q2	$2.39M	Sell	11,084 -97	-0.9%	-$19.5K	1.51%	18
2025 Q1	$2.23M	Sell	11,181 -53	-0.5%	-$11.5K	1.65%	17
2024 Q4	$2.48M	Buy	+11,234	New	+$2.56M	2.07%	15

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

Allodium Investment Consultants's IWM Position: Q2 2026 in Review

Allodium Investment Consultants reduced its iShares Russell 2000 ETF (IWM) stake by 0.83% in Q2 2026, selling an estimated $25.6K and leaving 10,877 shares worth $3.27M. The position accounts for 1.39% of the portfolio, ranked #21.

Allodium Investment Consultants first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 1,006 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Allodium Investment Consultants held 10,877 shares of iShares Russell 2000 ETF worth $3.27M as of Q2 2026.
Allodium Investment Consultants sold 91 iShares Russell 2000 ETF shares in Q2 2026, an estimated $25.6K.
iShares Russell 2000 ETF made up 1.39% of Allodium Investment Consultants's portfolio in Q2 2026, its #21 holding.
Allodium Investment Consultants first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
1,006 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.