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Consolidated Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History

Consolidated Investment 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 		$46.6M Hold
155,138
– – 4.05% 5
2026
Q1 		$38.5M Buy
155,138
+35,472
+30% +$9.15M 4.17% 5
2025
Q4 		$29.5M Hold
119,666
– – 3.52% 6
2025
Q3 		$29M Hold
119,666
– – 3.56% 5
2025
Q2 		$25.8M Hold
119,666
– – 3.46% 6
2025
Q1 		$23.9M Sell
119,666
-5,345
-4% -$1.16M 3.66% 5
2024
Q4 		$27.6M Buy
125,011
+21,100
+20% +$4.81M 3.87% 5
2024
Q3 		$23M Hold
103,911
– – 3.41% 5
2024
Q2 		$21.1M Hold
103,911
– – 3.27% 5
2024
Q1 		$21.9M Hold
103,911
– – 3.54% 5
2023
Q4 		$20.9M Hold
103,911
– – 3.68% 5
2023
Q3 		$18.4M Hold
103,911
– – 3.55% 5
2023
Q2 		$19.5M Hold
103,911
– – 3.49% 5
2023
Q1 		$18.5M Hold
103,911
– – 3.62% 5
2022
Q4 		$18.1M Hold
103,911
– – 3.87% 5
2022
Q3 		$17.1M Buy
103,911
+5,400
+5% +$985K 3.72% 5
2022
Q2 		$16.7M Hold
98,511
– – 3.18% 5
2022
Q1 		$20.2M Buy
98,511
+7,500
+8% +$1.53M 3.3% 6
2021
Q4 		$20.2M Hold
91,011
– – 3.21% 6
2021
Q3 		$19.9M Hold
91,011
– – 3.12% 6
2021
Q2 		$20.9M Buy
91,011
+20,600
+29% +$4.63M 3.47% 6
2021
Q1 		$15.6M Hold
70,411
– – 3.42% 4
2020
Q4 		$13.8M Hold
70,411
– – 3.6% 5
2020
Q3 		$10.5M Hold
70,411
– – 3.55% 5
2020
Q2 		$10.1M Hold
70,411
– – 3.81% 5
2020
Q1 		$8.06M Buy
70,411
+32,500
+86% +$4.85M 3.56% 5
2019
Q4 		$6.28M Hold
37,911
– – 2.95% 11
2019
Q3 		$5.74M Hold
37,911
– – 2.96% 11
2019
Q2 		$5.9M Hold
37,911
– – 3.09% 11
2019
Q1 		$5.8M Sell
37,911
-6,500
-15% -$977K 2.9% 11
2018
Q4 		$5.95M Buy
44,411
+28,500
+179% +$4.25M 3.04% 10
2018
Q3 		$2.68M Hold
15,911
– – 1.25% 30
2018
Q2 		$2.6M Hold
15,911
– – 1.26% 32
2018
Q1 		$2.42M Buy
15,911
+7,000
+79% +$1.08M 1.17% 34
2017
Q4 		$1.36M Hold
8,911
– – 0.7% 35
2017
Q3 		$1.32M Hold
8,911
– – 0.67% 43
2017
Q2 		$1.26M Hold
8,911
– – 0.67% 41
2017
Q1 		$1.23M Hold
8,911
– – 0.7% 44
2016
Q4 		$1.2M Hold
8,911
– – 0.75% 44
2016
Q3 		$1.11M Hold
8,911
– – 0.68% 47
2016
Q2 		$1.02M Sell
8,911
-25,000
-74% -$2.82M 0.52% 58
2016
Q1 		$3.75M Buy
33,911
+25,000
+281% +$2.59M 1.73% 18
2015
Q4 		$1M Hold
8,911
– – 0.45% 60
2015
Q3 		$973K Hold
8,911
– – 0.45% 60
2015
Q2 		$1.11M Hold
8,911
– – 0.53% 55
2015
Q1 		$1.11M Hold
8,911
– – 0.53% 56
2014
Q4 		$1.07M Hold
8,911
– – 0.53% 53
2014
Q3 		$974K Hold
8,911
– – 0.48% 51
2014
Q2 		$1.06M Hold
8,911
– – 0.54% 48
2014
Q1 		$1.04M Hold
8,911
– – 0.58% 47
2013
Q4 		$1.03M Hold
8,911
– – 0.62% 45
2013
Q3 		$950K Hold
8,911
– – 0.65% 45
2013
Q2 		$864K Buy
+8,911
New +$851K 0.67% 39

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

Consolidated Investment Group's IWM Position: Q2 2026 in Review

Consolidated Investment Group held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 155,138 shares worth $46.6M. The position accounts for 4.05% of the portfolio, ranked #5.

Consolidated Investment Group first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Consolidated Investment Group held 155,138 shares of iShares Russell 2000 ETF worth $46.6M as of Q2 2026.
  • Consolidated Investment Group left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 4.05% of Consolidated Investment Group's portfolio in Q2 2026, its #5 holding.
  • Consolidated Investment Group first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Consolidated Investment Group's 13F filing for Q2 2026, filed 22 Jul 2026.