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Brookwood Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History

Brookwood Investment Group’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 		$781K Buy
2,600
+900
+53% +$253K 0.09% 227
2026
Q1 		$422K Buy
+1,700
New +$439K 0.05% 317

Other funds holding IWM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 1-Year Est. Return

Brookwood Investment Group's IWM Position: Q2 2026 in Review

Brookwood Investment Group increased its iShares Russell 2000 ETF (IWM) stake by 289% in Q2 2026, buying an estimated $70.5K and bringing the position to 338 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #521.

Brookwood Investment Group first reported a position in IWM in Q1 2026 and has held it in 2 quarters since. 1,425 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Brookwood Investment Group held 338 shares of iShares Russell 2000 ETF worth $102K as of Q2 2026.
  • Brookwood Investment Group bought 251 iShares Russell 2000 ETF shares in Q2 2026, an estimated $70.5K.
  • iShares Russell 2000 ETF made up 0.01% of Brookwood Investment Group's portfolio in Q2 2026, its #521 holding.
  • Brookwood Investment Group first reported a position in iShares Russell 2000 ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,425 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.