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

CGC 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	$27.6K	Sell	92 -152	-62%	-$42.7K	0.01%	166
2026 Q1	$60.5K	Sell	244 -26	-10%	-$6.71K	0.02%	114
2025 Q4	$66.5K	Hold	270	–	–	0.02%	118
2025 Q3	$65.3K	Hold	270	–	–	0.02%	114
2025 Q2	$58.3K	Hold	270	–	–	0.02%	117
2025 Q1	$53.9K	Hold	270	–	–	0.02%	110
2024 Q4	$59.7K	Hold	270	–	–	0.02%	100
2024 Q3	$59.6K	Hold	270	–	–	0.02%	97
2024 Q2	$54.8K	Hold	270	–	–	0.02%	97
2024 Q1	$56.8K	Hold	270	–	–	0.03%	97
2023 Q4	$54.2K	Buy	+270	New	+$48.4K	0.02%	105

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

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

CGC Financial Services reduced its iShares Russell 2000 ETF (IWM) stake by 62% in Q2 2026, selling an estimated $42.7K and leaving 92 shares worth $27.6K. The position accounts for 0.01% of the portfolio, ranked #166.

CGC Financial Services first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. The position peaked at $66.5K in Q4 2025. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

CGC Financial Services held 92 shares of iShares Russell 2000 ETF worth $27.6K as of Q2 2026.
CGC Financial Services sold 152 iShares Russell 2000 ETF shares in Q2 2026, an estimated $42.7K.
iShares Russell 2000 ETF made up 0.01% of CGC Financial Services's portfolio in Q2 2026, its #166 holding.
CGC Financial Services first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
CGC Financial Services's iShares Russell 2000 ETF position peaked at $66.5K in Q4 2025.
526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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