Burkett Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

Burkett Financial Services’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	$53K	Buy	176 +1	+0.6%	+$281	0.02%	94
2026 Q1	$43.6K	Hold	175	–	–	0.02%	112
2025 Q4	$43.2K	Sell	175 -13	-7%	-$3.2K	0.01%	106
2025 Q3	$45.4K	Buy	188 +1	+0.5%	+$229	0.02%	98
2025 Q2	$40.4K	Hold	187	–	–	0.01%	102
2025 Q1	$37.3K	Buy	187 +1	+0.5%	+$217	0.02%	108
2024 Q4	$41.2K	Hold	186	–	–	0.02%	96
2024 Q3	$41K	Buy	186 +1	+0.5%	+$214	0.02%	90
2024 Q2	$37.6K	Hold	185	–	–	0.02%	88
2024 Q1	$38.8K	Buy	185 +1	+0.5%	+$199	0.02%	93
2023 Q4	$37K	Buy	+184	New	+$33K	0.02%	93

Other funds holding IWM

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Burkett Financial Services's IWM Position: Q2 2026 in Review

Burkett Financial Services increased its iShares Russell 2000 ETF (IWM) stake by 0.57% in Q2 2026, buying an estimated $281 and bringing the position to 176 shares worth $53K. The position accounts for 0.02% of the portfolio, ranked #94.

Burkett Financial Services first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 742 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Burkett Financial Services held 176 shares of iShares Russell 2000 ETF worth $53K as of Q2 2026.
Burkett Financial Services bought 1 iShares Russell 2000 ETF share in Q2 2026, an estimated $281.
iShares Russell 2000 ETF made up 0.02% of Burkett Financial Services's portfolio in Q2 2026, its #94 holding.
Burkett Financial Services first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
742 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.