BEI
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Benjamin Edwards Inc’s iShares Russell 2000 ETF IWM Stock Holding History

Benjamin Edwards Inc’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 		$5.39M Buy
17,925
+1,928
+12% +$542K 0.05% 334
2026
Q1 		$3.97M Buy
15,997
+838
+6% +$216K 0.04% 386
2025
Q4 		$3.73M Buy
15,159
+307
+2% +$75.5K 0.04% 367
2025
Q3 		$3.59M Buy
14,852
+2,863
+24% +$657K 0.04% 367
2025
Q2 		$2.59M Sell
11,989
-23
-0.2% -$4.63K 0.03% 410
2025
Q1 		$2.4M Buy
12,012
+2,900
+32% +$629K 0.03% 380
2024
Q4 		$2.01M Buy
9,112
+777
+9% +$177K 0.03% 437
2024
Q3 		$1.84M Buy
8,335
+8,164
+4,774% +$1.75M 0.03% 450
2024
Q2 		$35K Sell
171
-40
-19% -$8.08K 0.01% 532
2024
Q1 		$44K Buy
211
+17
+9% +$3.39K 0.01% 501
2023
Q4 		$39K Buy
194
+46
+31% +$8.24K 0.01% 490
2023
Q3 		$26K Sell
148
-23
-13% -$4.32K 0.01% 518
2023
Q2 		$32K Buy
171
+8
+5% +$1.43K 0.01% 504
2023
Q1 		$29K Buy
163
+54
+50% +$9.94K 0.01% 510
2022
Q4 		$19K Buy
109
+1
+0.9% +$178 0.01% 519
2022
Q3 		$18K Buy
108
+21
+24% +$3.83K 0.01% 513
2022
Q2 		$15K Sell
87
-150
-63% -$27.7K ﹤0.01% 546
2022
Q1 		$49K Buy
237
+175
+282% +$35.7K 0.01% 455
2021
Q4 		$14K Buy
+62
New +$14K ﹤0.01% 553

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

Benjamin Edwards Inc's IWM Position: Q2 2026 in Review

Benjamin Edwards Inc increased its iShares Russell 2000 ETF (IWM) stake by 12% in Q2 2026, buying an estimated $542K and bringing the position to 17,925 shares worth $5.39M. The position accounts for 0.05% of the portfolio, ranked #334.

Benjamin Edwards Inc first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. 988 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Benjamin Edwards Inc held 17,925 shares of iShares Russell 2000 ETF worth $5.39M as of Q2 2026.
  • Benjamin Edwards Inc bought 1,928 iShares Russell 2000 ETF shares in Q2 2026, an estimated $542K.
  • iShares Russell 2000 ETF made up 0.05% of Benjamin Edwards Inc's portfolio in Q2 2026, its #334 holding.
  • Benjamin Edwards Inc first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.