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Colton Groome Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Colton Groome Financial Advisors’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 		$225K Buy
+750
New +$211K 0.05% 156
2026
Q1 		– Sell
-828
Closed -$204K – 143
2025
Q4 		$204K Hold
828
– – 0.06% 134
2025
Q3 		$200K Buy
+828
New +$190K 0.06% 136
2024
Q4 		– Sell
-1,121
Closed -$248K – 129
2024
Q3 		$248K Buy
+1,121
New +$240K 0.09% 116
2024
Q1 		– Sell
-1,032
Closed -$207K – 126
2023
Q4 		$207K Buy
+1,032
New +$185K 0.09% 118
2023
Q2 		– Sell
-1,190
Closed -$212K – 125
2023
Q1 		$212K Sell
1,190
-140
-11% -$25.8K 0.1% 118
2022
Q4 		$232K Sell
1,330
-660
-33% -$117K 0.11% 115
2022
Q3 		$328K Sell
1,990
-275
-12% -$50.2K 0.17% 75
2022
Q2 		$384K Buy
2,265
+790
+54% +$146K 0.19% 63
2022
Q1 		$303K Sell
1,475
-671
-31% -$137K 0.14% 81
2021
Q4 		$477K Buy
2,146
+231
+12% +$52.2K 0.19% 79
2021
Q3 		$419K Sell
1,915
-93
-5% -$20.6K 0.18% 75
2021
Q2 		$461K Sell
2,008
-64,035
-97% -$14.4M 0.21% 69
2021
Q1 		$14.6M Buy
66,043
+36,941
+127% +$8.07M 8.15% 2
2020
Q4 		$5.71M Buy
+29,102
New +$5.09M 3.68% 13

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
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

Colton Groome Financial Advisors's IWM Position: Q2 2026 in Review

Colton Groome Financial Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 750 shares worth $225K. The stake represents 0.05% of the portfolio and ranks #156 among its holdings. This is a return to the name: Colton Groome Financial Advisors previously reported a position in IWM as recently as Q4 2025.

Colton Groome Financial Advisors first reported a position in IWM in Q4 2020 and has held it in 15 quarters since. The position peaked at $14.6M in Q1 2021. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Colton Groome Financial Advisors held 750 shares of iShares Russell 2000 ETF worth $225K as of Q2 2026.
  • iShares Russell 2000 ETF was a new Colton Groome Financial Advisors position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.05% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #156 holding.
  • Colton Groome Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 15 quarters since.
  • Colton Groome Financial Advisors's iShares Russell 2000 ETF position peaked at $14.6M in Q1 2021.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.