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Birchbrook’s iShares Russell 2000 ETF IWM Stock Holding History

Birchbrook’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 		$443K Sell
1,476
-37
-2% -$10.4K 0.21% 61
2026
Q1 		$375K Sell
1,513
-241
-14% -$62.2K 0.18% 60
2025
Q4 		$432K Buy
1,754
+274
+19% +$67.4K 0.22% 58
2025
Q3 		$358K Sell
1,480
-125
-8% -$28.7K 0.19% 58
2025
Q2 		$346K Buy
1,605
+701
+78% +$141K 0.19% 58
2025
Q1 		$180K Hold
904
– – 0.1% 76
2024
Q4 		$200K Hold
904
– – 0.11% 63
2024
Q3 		$200K Sell
904
-107
-11% -$22.9K 0.11% 66
2024
Q2 		$205K Sell
1,011
-134
-12% -$27.1K 0.12% 68
2024
Q1 		$241K Sell
1,145
-59
-5% -$11.8K 0.14% 58
2023
Q4 		$242K Buy
+1,204
New +$216K 0.16% 60

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

Birchbrook's IWM Position: Q2 2026 in Review

Birchbrook reduced its iShares Russell 2000 ETF (IWM) stake by 2.4% in Q2 2026, selling an estimated $10.4K and leaving 1,476 shares worth $443K. The position accounts for 0.21% of the portfolio, ranked #61.

Birchbrook first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Birchbrook held 1,476 shares of iShares Russell 2000 ETF worth $443K as of Q2 2026.
  • Birchbrook sold 37 iShares Russell 2000 ETF shares in Q2 2026, an estimated $10.4K.
  • iShares Russell 2000 ETF made up 0.21% of Birchbrook's portfolio in Q2 2026, its #61 holding.
  • Birchbrook first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.