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Clayton Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Clayton Financial 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 		– Sell
-155
Closed -$38.4K – 328
2026
Q1 		$38.4K Buy
155
+78
+101% +$20.1K 0.02% 157
2025
Q4 		$19K Hold
77
– – 0.01% 190
2025
Q3 		$18.6K Buy
+77
New +$17.7K 0.01% 122
2025
Q2 		– Sell
-2,861
Closed -$571K – 65
2025
Q1 		$571K Sell
2,861
-86
-3% -$18.7K 0.21% 61
2024
Q4 		$651K Sell
2,947
-7
-0.2% -$1.6K 0.23% 59
2024
Q3 		$652K Sell
2,954
-140
-5% -$30K 0.24% 59
2024
Q2 		$651K Buy
3,094
+40
+1% +$8.08K 0.28% 55
2024
Q1 		$642K Buy
+3,054
New +$609K 0.29% 54

Other funds holding IWM

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
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
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Clayton Financial Group's IWM Position: Q2 2026 in Review

Clayton Financial Group sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 155 shares — an estimated $38.4K sold.

Clayton Financial Group first reported a position in IWM in Q1 2024 and held it in 8 quarters. The position peaked at $652K in Q3 2024. 674 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Clayton Financial Group reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 155 iShares Russell 2000 ETF shares in Q2 2026, an estimated $38.4K.
  • Clayton Financial Group first reported a position in iShares Russell 2000 ETF in Q1 2024 and held it in 8 quarters.
  • Clayton Financial Group's iShares Russell 2000 ETF position peaked at $652K in Q3 2024.
  • 674 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.