Aurelius Family Office’s iShares Russell 2000 ETF IWM Stock Holding History

Aurelius Family Office’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	$1.46M	Sell	4,848 -190	-4%	-$53.4K	0.57%	26
2026 Q1	$1.25M	Sell	5,038 -94	-2%	-$24.2K	0.54%	26
2025 Q4	$1.3M	Sell	5,132 -57	-1%	-$14K	0.56%	26
2025 Q3	$1.26M	Sell	5,189 -83	-2%	-$19K	0.56%	27
2025 Q2	$1.14M	Sell	5,272 -50	-0.9%	-$10.1K	0.54%	27
2025 Q1	$1.06M	Sell	5,322 -307	-5%	-$66.6K	0.54%	28
2024 Q4	$1.24M	Buy	+5,629	New	+$1.28M	0.63%	25

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Aurelius Family Office's IWM Position: Q2 2026 in Review

Aurelius Family Office reduced its iShares Russell 2000 ETF (IWM) stake by 3.8% in Q2 2026, selling an estimated $53.4K and leaving 4,848 shares worth $1.46M. The position accounts for 0.57% of the portfolio, ranked #26.

Aurelius Family Office first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 1,096 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Aurelius Family Office held 4,848 shares of iShares Russell 2000 ETF worth $1.46M as of Q2 2026.
Aurelius Family Office sold 190 iShares Russell 2000 ETF shares in Q2 2026, an estimated $53.4K.
iShares Russell 2000 ETF made up 0.57% of Aurelius Family Office's portfolio in Q2 2026, its #26 holding.
Aurelius Family Office first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
1,096 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Aurelius Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.