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Bensler’s iShares Russell 2000 ETF IWM Stock Holding History

Bensler’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 		$2.25M Sell
7,477
-9
-0.1% -$2.53K 0.2% 76
2026
Q1 		$1.86M Sell
7,486
-425
-5% -$110K 0.19% 79
2025
Q4 		$1.95M Sell
7,911
-378
-5% -$92.9K 0.2% 82
2025
Q3 		$2.01M Sell
8,289
-135
-2% -$31K 0.21% 81
2025
Q2 		$1.82M Sell
8,424
-275
-3% -$55.3K 0.2% 83
2025
Q1 		$1.74M Sell
8,699
-12
-0.1% -$2.6K 0.22% 82
2024
Q4 		$1.92M Buy
8,711
+111
+1% +$25.3K 0.23% 81
2024
Q3 		$1.9M Buy
8,600
+4
+0% +$856 0.24% 78
2024
Q2 		$1.74M Buy
8,596
+3
+0% +$606 0.23% 77
2024
Q1 		$1.81M Sell
8,593
-285
-3% -$56.9K 0.26% 76
2023
Q4 		$1.78M Buy
8,878
+8
+0.1% +$1.43K 0.3% 77
2023
Q3 		$1.57M Sell
8,870
-3
-0% -$563 0.3% 77
2023
Q2 		$1.66M Sell
8,873
-6
-0.1% -$1.07K 0.32% 80
2023
Q1 		$1.58M Sell
8,879
-178
-2% -$32.8K 0.32% 82
2022
Q4 		$1.58M Sell
9,057
-77
-0.8% -$13.7K 0.35% 80
2022
Q3 		$1.51M Sell
9,134
-327
-3% -$59.6K 0.36% 79
2022
Q2 		$1.6M Sell
9,461
-83
-0.9% -$15.3K 0.38% 75
2022
Q1 		$1.96M Buy
9,544
+3,669
+62% +$748K 0.41% 75
2021
Q4 		$1.31M Buy
+5,875
New +$1.33M 0.36% 69

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

Bensler's IWM Position: Q2 2026 in Review

Bensler reduced its iShares Russell 2000 ETF (IWM) stake by 0.12% in Q2 2026, selling an estimated $2.53K and leaving 7,477 shares worth $2.25M. The position accounts for 0.2% of the portfolio, ranked #76.

Bensler first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Bensler held 7,477 shares of iShares Russell 2000 ETF worth $2.25M as of Q2 2026.
  • Bensler sold 9 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.53K.
  • iShares Russell 2000 ETF made up 0.2% of Bensler's portfolio in Q2 2026, its #76 holding.
  • Bensler first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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