Comprehensive Financial Consultants Institutional’s iShares Russell 2000 ETF IWM Stock Holding History

Comprehensive Financial Consultants Institutional’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	$4.16M	Sell	13,857 -17	-0.1%	-$4.78K	1.1%	28
2026 Q1	$3.44M	Buy	13,874 +3,191	+30%	+$823K	1.02%	32
2025 Q4	$2.63M	Buy	10,683 +1,174	+12%	+$289K	0.79%	45
2025 Q3	$2.3M	Buy	9,509 +6,816	+253%	+$1.56M	0.71%	52
2025 Q2	$581K	Buy	+2,693	New	+$542K	0.19%	122
2022 Q2	–	Sell	-1,731	Closed	-$316K	–	159
2022 Q1	$316K	Buy	1,731 +10	+0.6%	+$2.04K	0.22%	120
2021 Q4	$348K	Buy	+1,721	New	+$389K	0.22%	111

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's IWM Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its iShares Russell 2000 ETF (IWM) stake by 0.12% in Q2 2026, selling an estimated $4.78K and leaving 13,857 shares worth $4.16M. The position accounts for 1.1% of the portfolio, ranked #28.

Comprehensive Financial Consultants Institutional first reported a position in IWM in Q4 2021 and has held it in 7 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Comprehensive Financial Consultants Institutional held 13,857 shares of iShares Russell 2000 ETF worth $4.16M as of Q2 2026.
Comprehensive Financial Consultants Institutional sold 17 iShares Russell 2000 ETF shares in Q2 2026, an estimated $4.78K.
iShares Russell 2000 ETF made up 1.1% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #28 holding.
Comprehensive Financial Consultants Institutional first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 7 quarters since.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.