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Ayalon Insurance Company’s iShares Russell 2000 ETF IWM Stock Holding History

Ayalon Insurance Company’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 		$21.8M Buy
72,420
+59,190
+447% +$16.6M 2.67% 14
2026
Q1 		$3.28M Hold
13,230
– – 0.67% 31
2025
Q4 		$3.26M Buy
13,230
+2,100
+19% +$516K 0.79% 29
2025
Q3 		$2.69M Buy
11,130
+4,332
+64% +$994K 0.68% 38
2025
Q2 		$1.47M Hold
6,798
– – 0.42% 43
2025
Q1 		$1.36M Sell
6,798
-2,390
-26% -$518K 0.44% 43
2024
Q4 		$2.03M Buy
9,188
+3,180
+53% +$725K 0.63% 42
2024
Q3 		$1.33M Sell
6,008
-10,623
-64% -$2.27M 0.41% 46
2024
Q2 		$3.37M Sell
16,631
-416
-2% -$84.1K 1.11% 31
2024
Q1 		$3.58M Sell
17,047
-21
-0.1% -$4.19K 1.19% 29
2023
Q4 		$3.43M Buy
17,068
+12,760
+296% +$2.29M 1.24% 27
2023
Q3 		$764K Hold
4,308
– – 0.32% 56
2023
Q2 		$807K Buy
4,308
+1,114
+35% +$199K 0.34% 56
2023
Q1 		$570K Sell
3,194
-14
-0.4% -$2.58K 0.25% 65
2022
Q4 		$559K Buy
3,208
+64
+2% +$11.4K 0.26% 74
2022
Q3 		$520K Sell
3,144
-685
-18% -$125K 0.24% 76
2022
Q2 		$648K Sell
3,829
-2,177
-36% -$401K 0.31% 68
2022
Q1 		$1.23M Sell
6,006
-9,359
-61% -$1.91M 0.42% 65
2021
Q4 		$3.42M Buy
15,365
+11,013
+253% +$2.49M 1.17% 21
2021
Q3 		$969K Sell
4,352
-16,477
-79% -$3.65M 0.35% 68
2021
Q2 		$4.82M Sell
20,829
-3,516
-14% -$791K 1.6% 17
2021
Q1 		$5.45M Buy
24,345
+1,536
+7% +$335K 2.13% 12
2020
Q4 		$4.47M Buy
22,809
+19,100
+515% +$3.34M 2.03% 13
2020
Q3 		$560K Sell
3,709
-135
-4% -$20.3K 0.31% 57
2020
Q2 		$545K Buy
3,844
+645
+20% +$84.6K 0.32% 59
2020
Q1 		$341K Hold
3,199
– – 0.25% 52
2019
Q4 		$530K Buy
3,199
+100
+3% +$15.8K 0.32% 49
2019
Q3 		$461K Hold
3,099
– – 0.31% 53
2019
Q2 		$484K Sell
3,099
-263
-8% -$40.5K 0.33% 48
2019
Q1 		$520K Sell
3,362
-492
-13% -$73.9K 0.37% 42
2018
Q4 		$516K Sell
3,854
-2,409
-38% -$359K 0.42% 44
2018
Q3 		$1.03M Buy
6,263
+3,448
+122% +$582K 0.82% 32
2018
Q2 		$461K Buy
2,815
+1,945
+224% +$311K 0.39% 40
2018
Q1 		$132K Hold
870
– – 0.11% 43
2017
Q4 		$133K Buy
+870
New +$131K 0.11% 41
2016
Q4 		$263K Buy
+1,950
New +$249K 0.22% 36
2016
Q1 		– Sell
-2,100
Closed -$237K – 118
2015
Q4 		$237K Sell
2,100
-1,000
-32% -$115K 0.2% 60
2015
Q3 		$351K Sell
3,100
-14,200
-82% -$1.68M 0.29% 53
2015
Q2 		$2.17M Buy
17,300
+12,700
+276% +$1.59M 1.56% 15
2015
Q1 		$572K Buy
+4,600
New +$554K 0.35% 57

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

Ayalon Insurance Company's IWM Position: Q2 2026 in Review

Ayalon Insurance Company increased its iShares Russell 2000 ETF (IWM) stake by 447% in Q2 2026, buying an estimated $16.6M and bringing the position to 72,420 shares worth $21.8M. The position accounts for 2.67% of the portfolio, ranked #14.

Ayalon Insurance Company first reported a position in IWM in Q1 2015 and has held it in 40 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Ayalon Insurance Company held 72,420 shares of iShares Russell 2000 ETF worth $21.8M as of Q2 2026.
  • Ayalon Insurance Company bought 59,190 iShares Russell 2000 ETF shares in Q2 2026, an estimated $16.6M.
  • iShares Russell 2000 ETF made up 2.67% of Ayalon Insurance Company's portfolio in Q2 2026, its #14 holding.
  • Ayalon Insurance Company first reported a position in iShares Russell 2000 ETF in Q1 2015 and has held it in 40 quarters since.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Ayalon Insurance Company's 13F filing for Q2 2026, filed 13 Jul 2026.