AF
IWM icon

Apollon Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Apollon Financial’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 		$496K Buy
1,651
+11
+0.7% +$3.09K 0.06% 206
2026
Q1 		$407K Buy
1,640
+52
+3% +$13.4K 0.06% 202
2025
Q4 		$391K Buy
1,588
+5
+0.3% +$1.23K 0.06% 196
2025
Q3 		$383K Buy
+1,583
New +$363K 0.06% 181

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Apollon Financial's IWM Position: Q2 2026 in Review

Apollon Financial increased its iShares Russell 2000 ETF (IWM) stake by 0.67% in Q2 2026, buying an estimated $3.09K and bringing the position to 1,651 shares worth $496K. The position accounts for 0.06% of the portfolio, ranked #206.

Apollon Financial first reported a position in IWM in Q3 2025 and has held it in 4 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Apollon Financial held 1,651 shares of iShares Russell 2000 ETF worth $496K as of Q2 2026.
  • Apollon Financial bought 11 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.09K.
  • iShares Russell 2000 ETF made up 0.06% of Apollon Financial's portfolio in Q2 2026, its #206 holding.
  • Apollon Financial first reported a position in iShares Russell 2000 ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.