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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 		$7.69M Buy
25,600
+900
+4% +$253K 0.87% 15
2026
Q1 		$6.13M Buy
24,700
+4,400
+22% +$1.13M 0.76% 23
2025
Q4 		$28.3K Buy
+20,300
New +$4.99M ﹤0.01% 501

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

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. 991 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.
  • 991 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.