Byrne Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Byrne Asset Management’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	$383K	Buy	1,275 +105	+9%	+$29.5K	0.21%	86
2026 Q1	$290K	Sell	1,170 -30	-3%	-$7.74K	0.17%	100
2025 Q4	$295K	Sell	1,200 -275	-19%	-$67.6K	0.16%	104
2025 Q3	$357K	Buy	+1,475	New	+$338K	0.22%	84
2025 Q2	–	Sell	-1,919	Closed	-$386K	–	82
2025 Q1	$383K	Buy	+1,919	New	+$416K	0.28%	76
2024 Q4	–	Sell	-2,005	Closed	-$457K	–	71
2024 Q3	$443K	Buy	+2,005	New	+$429K	0.3%	75
2024 Q2	–	Sell	-2,012	Closed	-$407K	–	83
2024 Q1	$423K	Sell	2,012 -22	-1%	-$4.39K	0.29%	78
2023 Q4	$417K	Buy	+2,034	New	+$364K	0.32%	77
2023 Q3	–	Sell	-1,724	Closed	-$324K	–	89
2023 Q2	$323K	Buy	1,724 +1,455	+541%	+$259K	0.21%	117
2023 Q1	$48K	Sell	269 -6	-2%	-$1.1K	0.03%	227
2022 Q4	$47.9K	Sell	275 -29	-10%	-$5.16K	0.03%	229
2022 Q3	$50K	Sell	304 -70	-19%	-$12.8K	0.04%	201
2022 Q2	$63K	Sell	374 -677	-64%	-$125K	0.05%	174
2022 Q1	$216K	Sell	1,051 -165	-14%	-$33.7K	0.13%	109
2021 Q4	$270K	Buy	+1,216	New	+$275K	0.17%	100

Other funds holding IWM

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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

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

OFS Enterprise Kearney, Nebraska $392M AUM

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Byrne Asset Management's IWM Position: Q2 2026 in Review

Byrne Asset Management increased its iShares Russell 2000 ETF (IWM) stake by 9% in Q2 2026, buying an estimated $29.5K and bringing the position to 1,275 shares worth $383K. The position accounts for 0.21% of the portfolio, ranked #86.

Byrne Asset Management first reported a position in IWM in Q4 2021 and has held it in 15 quarters since. The position peaked at $443K in Q3 2024. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Byrne Asset Management held 1,275 shares of iShares Russell 2000 ETF worth $383K as of Q2 2026.
Byrne Asset Management bought 105 iShares Russell 2000 ETF shares in Q2 2026, an estimated $29.5K.
iShares Russell 2000 ETF made up 0.21% of Byrne Asset Management's portfolio in Q2 2026, its #86 holding.
Byrne Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 15 quarters since.
Byrne Asset Management's iShares Russell 2000 ETF position peaked at $443K in Q3 2024.
526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.