Collective Family Office’s iShares Russell 2000 ETF IWM Stock Holding History

Collective Family Office’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	$1.29M	Buy	4,310 +1	+0%	+$281	0.26%	71
2026 Q1	$1.07M	Hold	4,309	–	–	0.24%	71
2025 Q4	$1.06M	Hold	4,309	–	–	0.24%	76
2025 Q3	$1.04M	Hold	4,309	–	–	0.25%	77
2025 Q2	$930K	Hold	4,309	–	–	0.24%	79
2025 Q1	$860K	Sell	4,309 -48	-1%	-$10.4K	0.23%	79
2024 Q4	$963K	Hold	4,357	–	–	0.26%	78
2024 Q3	$962K	Hold	4,357	–	–	0.26%	74
2024 Q2	$884K	Hold	4,357	–	–	0.26%	82
2024 Q1	$916K	Hold	4,357	–	–	0.3%	75
2023 Q4	$874K	Sell	4,357 -2,193	-33%	-$393K	0.31%	69
2023 Q3	$1.16M	Buy	6,550 +389	+6%	+$73K	0.45%	52
2023 Q2	$1.15M	Sell	6,161 -942	-13%	-$168K	0.45%	50
2023 Q1	$1.27M	Buy	7,103 +1,828	+35%	+$337K	0.52%	51
2022 Q4	$920K	Buy	5,275 +564	+12%	+$100K	0.41%	58
2022 Q3	$777K	Sell	4,711 -3,099	-40%	-$565K	0.39%	68
2022 Q2	$1.32M	Sell	7,810 -129	-2%	-$23.8K	0.57%	54
2022 Q1	$1.63M	Hold	7,939	–	–	0.62%	49
2021 Q4	$1.77M	Hold	7,939	–	–	0.69%	40
2021 Q3	$1.74M	Hold	7,939	–	–	0.75%	35
2021 Q2	$1.82M	Buy	7,939 +714	+10%	+$161K	0.78%	36
2021 Q1	$1.6M	Buy	7,225 +876	+14%	+$191K	0.78%	38
2020 Q4	$1.25M	Buy	+6,349	New	+$1.11M	0.69%	42

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Collective Family Office's IWM Position: Q2 2026 in Review

Collective Family Office increased its iShares Russell 2000 ETF (IWM) stake by 0.02% in Q2 2026, buying an estimated $281 and bringing the position to 4,310 shares worth $1.29M. The position accounts for 0.26% of the portfolio, ranked #71.

Collective Family Office first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.82M in Q2 2021. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Collective Family Office held 4,310 shares of iShares Russell 2000 ETF worth $1.29M as of Q2 2026.
Collective Family Office bought 1 iShares Russell 2000 ETF share in Q2 2026, an estimated $281.
iShares Russell 2000 ETF made up 0.26% of Collective Family Office's portfolio in Q2 2026, its #71 holding.
Collective Family Office first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
Collective Family Office's iShares Russell 2000 ETF position peaked at $1.82M in Q2 2021.
1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.