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Contravisory Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Contravisory Investment Management’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 		$106K Buy
353
+6
+2% +$1.69K 0.02% 230
2026
Q1 		$86.1K Sell
347
-5
-1% -$1.29K 0.02% 238
2025
Q4 		$86.7K Hold
352
– – 0.02% 249
2025
Q3 		$85.1K Sell
352
-6
-2% -$1.38K 0.02% 267
2025
Q2 		$77.3K Buy
358
+25
+8% +$5.03K 0.02% 268
2025
Q1 		$66.4K Buy
333
+16
+5% +$3.47K 0.01% 274
2024
Q4 		$70K Sell
317
-22
-6% -$5.02K 0.02% 242
2024
Q3 		$75K Buy
339
+1
+0.3% +$214 0.02% 232
2024
Q2 		$68.6K Buy
338
+3
+0.9% +$606 0.02% 230
2024
Q1 		$70.4K Sell
335
-27
-7% -$5.39K 0.02% 228
2023
Q4 		$72.7K Buy
362
+2
+0.6% +$358 0.02% 219
2023
Q3 		$63.7K Buy
360
+3
+0.8% +$563 0.02% 226
2023
Q2 		$66.9K Buy
357
+21
+6% +$3.74K 0.02% 220
2023
Q1 		$59.9K Buy
336
+5
+2% +$921 0.02% 232
2022
Q4 		$57.6K Hold
331
– – 0.02% 238
2022
Q3 		$55K Buy
331
+6
+2% +$1.09K 0.02% 238
2022
Q2 		$55K Buy
325
+41
+14% +$7.56K 0.02% 236
2022
Q1 		$58K Buy
284
+16
+6% +$3.26K 0.02% 237
2021
Q4 		$60K Sell
268
-5
-2% -$1.13K 0.02% 222
2021
Q3 		$60K Buy
273
+2
+0.7% +$443 0.02% 227
2021
Q2 		$62K Buy
271
+3
+1% +$675 0.02% 221
2021
Q1 		$59K Buy
268
+28
+12% +$6.11K 0.02% 211
2020
Q4 		$47K Sell
240
-210
-47% -$36.7K 0.01% 211
2020
Q3 		$67K Sell
450
-337
-43% -$50.7K 0.02% 189
2020
Q2 		$114K Sell
787
-42
-5% -$5.51K 0.04% 185
2020
Q1 		$95K Sell
829
-244
-23% -$36.4K 0.04% 181
2019
Q4 		$178K Buy
1,073
+207
+24% +$32.7K 0.07% 149
2019
Q3 		$131K Buy
866
+34
+4% +$5.19K 0.05% 164
2019
Q2 		$129K Buy
832
+23
+3% +$3.54K 0.05% 160
2019
Q1 		$124K Sell
809
-20
-2% -$3.01K 0.05% 169
2018
Q4 		$111K Sell
829
-10
-1% -$1.49K 0.05% 168
2018
Q3 		$141K Hold
839
– – 0.05% 162
2018
Q2 		$137K Sell
839
-45
-5% -$7.2K 0.05% 177
2018
Q1 		$134K Sell
884
-50
-5% -$7.72K 0.05% 177
2017
Q4 		$142K Sell
934
-56
-6% -$8.41K 0.05% 172
2017
Q3 		$147K Buy
+990
New +$139K 0.05% 166
2017
Q2 		– Sell
-923
Closed -$127K – 201
2017
Q1 		$127K Buy
923
+828
+872% +$113K 0.04% 142
2016
Q4 		$13K Buy
95
+40
+73% +$5.11K ﹤0.01% 193
2016
Q3 		$7K Buy
+55
New +$6.68K ﹤0.01% 201

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

Contravisory Investment Management's IWM Position: Q2 2026 in Review

Contravisory Investment Management increased its iShares Russell 2000 ETF (IWM) stake by 1.7% in Q2 2026, buying an estimated $1.69K and bringing the position to 353 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #230.

Contravisory Investment Management first reported a position in IWM in Q3 2016 and has held it in 39 quarters since. The position peaked at $178K in Q4 2019. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Contravisory Investment Management held 353 shares of iShares Russell 2000 ETF worth $106K as of Q2 2026.
  • Contravisory Investment Management bought 6 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.69K.
  • iShares Russell 2000 ETF made up 0.02% of Contravisory Investment Management's portfolio in Q2 2026, its #230 holding.
  • Contravisory Investment Management first reported a position in iShares Russell 2000 ETF in Q3 2016 and has held it in 39 quarters since.
  • Contravisory Investment Management's iShares Russell 2000 ETF position peaked at $178K in Q4 2019.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.