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CMG Global Holdings’s iShares Russell 2000 ETF IWM Stock Holding History

CMG Global Holdings’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 		$8.91M Buy
29,672
+50
+0.2% +$14.1K 3.78% 9
2026
Q1 		$7.35M Sell
29,622
-156
-0.5% -$40.2K 3.5% 8
2025
Q4 		$7.76M Buy
29,778
+52
+0.2% +$12.8K 3.44% 8
2025
Q3 		$7.44M Buy
29,726
+1,884
+7% +$432K 3.64% 7
2025
Q2 		$6.24M Buy
27,842
+3,666
+15% +$738K 3.28% 7
2025
Q1 		$4.69M Buy
24,176
+2,236
+10% +$485K 3.06% 8
2024
Q4 		$5.01M Buy
21,940
+1,407
+7% +$321K 2.76% 10
2024
Q3 		$4.54M Buy
20,533
+293
+1% +$62.7K 2.56% 9
2024
Q2 		$4.11M Buy
20,240
+607
+3% +$123K 2.72% 10
2024
Q1 		$4.13M Hold
19,633
– – 2.84% 9
2023
Q4 		$4.01M Sell
19,633
-77
-0.4% -$13.8K 2.91% 9
2023
Q3 		$3.48M Buy
19,710
+332
+2% +$62.3K 2.97% 8
2023
Q2 		$3.63M Sell
19,378
-6
-0% -$1.07K 2.97% 8
2023
Q1 		$3.46M Sell
19,384
-125
-0.6% -$23K 3.13% 7
2022
Q4 		$3.4M Buy
19,509
+190
+1% +$33.8K 3.23% 9
2022
Q3 		$3.19M Buy
19,319
+230
+1% +$42K 3.43% 6
2022
Q2 		$3.23M Sell
19,089
-1,287
-6% -$237K 3.35% 7
2022
Q1 		$4.18M Sell
20,376
-501
-2% -$102K 3.41% 8
2021
Q4 		$4.64M Buy
20,877
+239
+1% +$54K 2.99% 7
2021
Q3 		$4.51M Buy
20,638
+1,158
+6% +$257K 3.37% 7
2021
Q2 		$4.47M Buy
19,480
+449
+2% +$101K 3.37% 8
2021
Q1 		$4.21M Buy
+19,031
New +$4.16M 3.65% 7

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

CMG Global Holdings's IWM Position: Q2 2026 in Review

CMG Global Holdings increased its iShares Russell 2000 ETF (IWM) stake by 0.17% in Q2 2026, buying an estimated $14.1K and bringing the position to 29,672 shares worth $8.91M. The position accounts for 3.78% of the portfolio, ranked #9.

CMG Global Holdings first reported a position in IWM in Q1 2021 and has held it in 22 quarters since. 1,350 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • CMG Global Holdings held 29,672 shares of iShares Russell 2000 ETF worth $8.91M as of Q2 2026.
  • CMG Global Holdings bought 50 iShares Russell 2000 ETF shares in Q2 2026, an estimated $14.1K.
  • iShares Russell 2000 ETF made up 3.78% of CMG Global Holdings's portfolio in Q2 2026, its #9 holding.
  • CMG Global Holdings first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,350 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on CMG Global Holdings's 13F filing for Q2 2026, filed 28 Jul 2026.