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Burney Company’s iShares Russell 2000 ETF IWM Stock Holding History

Burney Company’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 		$360K Hold
1,198
– – 0.01% 508
2026
Q1 		$297K Sell
1,198
-6
-0.5% -$1.55K 0.01% 509
2025
Q4 		$296K Sell
1,204
-103
-8% -$25.3K 0.01% 527
2025
Q3 		$316K Sell
1,307
-25
-2% -$5.74K 0.01% 494
2025
Q2 		$287K Hold
1,332
– – 0.01% 500
2025
Q1 		$266K Sell
1,332
-470
-26% -$102K 0.01% 519
2024
Q4 		$398K Sell
1,802
-1,880
-51% -$429K 0.01% 458
2024
Q3 		$813K Sell
3,682
-377
-9% -$80.7K 0.03% 356
2024
Q2 		$824K Sell
4,059
-16
-0.4% -$3.23K 0.03% 345
2024
Q1 		$857K Buy
4,075
+181
+5% +$36.1K 0.03% 351
2023
Q4 		$781K Buy
3,894
+1,208
+45% +$216K 0.03% 359
2023
Q3 		$475K Buy
2,686
+13
+0.5% +$2.44K 0.02% 407
2023
Q2 		$501K Buy
2,673
+62
+2% +$11.1K 0.02% 413
2023
Q1 		$466K Buy
2,611
+9
+0.3% +$1.66K 0.02% 417
2022
Q4 		$454K Sell
2,602
-500
-16% -$88.9K 0.02% 417
2022
Q3 		$512K Sell
3,102
-29
-0.9% -$5.29K 0.03% 406
2022
Q2 		$530K Buy
3,131
+64
+2% +$11.8K 0.03% 401
2022
Q1 		$629K Sell
3,067
-2
-0.1% -$408 0.03% 396
2021
Q4 		$683K Sell
3,069
-15
-0.5% -$3.39K 0.03% 385
2021
Q3 		$675K Sell
3,084
-173
-5% -$38.4K 0.03% 371
2021
Q2 		$747K Sell
3,257
-490
-13% -$110K 0.03% 368
2021
Q1 		$828K Buy
3,747
+1,676
+81% +$366K 0.04% 335
2020
Q4 		$406K Sell
2,071
-2,630
-56% -$460K 0.02% 398
2020
Q3 		$704K Sell
4,701
-15,240
-76% -$2.29M 0.04% 317
2020
Q2 		$2.85M Sell
19,941
-19,927
-50% -$2.61M 0.19% 156
2020
Q1 		$4.56M Buy
39,868
+36,961
+1,271% +$5.51M 0.35% 83
2019
Q4 		$481K Buy
+2,907
New +$459K 0.03% 336
2018
Q4 		– Sell
-1,447
Closed -$244K – 441
2018
Q3 		$244K Buy
+1,447
New +$244K 0.01% 402

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

Burney Company's IWM Position: Q2 2026 in Review

Burney Company held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,198 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #508.

Burney Company first reported a position in IWM in Q3 2018 and has held it in 28 quarters since. The position peaked at $4.56M in Q1 2020. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Burney Company held 1,198 shares of iShares Russell 2000 ETF worth $360K as of Q2 2026.
  • Burney Company left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.01% of Burney Company's portfolio in Q2 2026, its #508 holding.
  • Burney Company first reported a position in iShares Russell 2000 ETF in Q3 2018 and has held it in 28 quarters since.
  • Burney Company's iShares Russell 2000 ETF position peaked at $4.56M in Q1 2020.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.