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Consolidated Portfolio Review Corp’s iShares Russell 2000 ETF IWM Stock Holding History

Consolidated Portfolio Review Corp’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 		$5.76M Hold
19,162
– – 0.48% 25
2026
Q1 		$4.75M Hold
19,162
– – 0.43% 26
2025
Q4 		$4.72M Buy
19,162
+13,167
+220% +$3.24M 0.41% 24
2025
Q3 		$1.45M Sell
5,995
-255
-4% -$58.5K 0.18% 130
2025
Q2 		$1.35M Sell
6,250
-273
-4% -$54.9K 0.19% 123
2025
Q1 		$1.3M Buy
6,523
+3,960
+155% +$859K 0.21% 117
2024
Q4 		$566K Buy
2,563
+880
+52% +$201K 0.09% 217
2024
Q3 		$372K Sell
1,683
-115
-6% -$24.6K 0.08% 219
2024
Q2 		$365K Buy
1,798
+339
+23% +$68.5K 0.09% 204
2024
Q1 		$307K Sell
1,459
-150
-9% -$29.9K 0.08% 205
2023
Q4 		$323K Sell
1,609
-417
-21% -$74.7K 0.07% 223
2023
Q3 		$358K Buy
2,026
+24
+1% +$4.51K 0.09% 217
2023
Q2 		$375K Sell
2,002
-829
-29% -$148K 0.09% 202
2023
Q1 		$505K Buy
+2,831
New +$521K 0.14% 157

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Consolidated Portfolio Review Corp's IWM Position: Q2 2026 in Review

Consolidated Portfolio Review Corp held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 19,162 shares worth $5.76M. The position accounts for 0.48% of the portfolio, ranked #25.

Consolidated Portfolio Review Corp first reported a position in IWM in Q1 2023 and has held it in 14 quarters since. 957 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Consolidated Portfolio Review Corp held 19,162 shares of iShares Russell 2000 ETF worth $5.76M as of Q2 2026.
  • Consolidated Portfolio Review Corp left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.48% of Consolidated Portfolio Review Corp's portfolio in Q2 2026, its #25 holding.
  • Consolidated Portfolio Review Corp first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 14 quarters since.
  • 957 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Consolidated Portfolio Review Corp's 13F filing for Q2 2026, filed 23 Jul 2026.