CFG
IWM icon

Cooper Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Cooper Financial 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 		$232K Buy
+772
New +$217K 0.02% 402
2026
Q1 		– Sell
-2,511
Closed -$618K – 445
2025
Q4 		$618K Buy
+2,511
New +$617K 0.07% 211
2024
Q3 		– Sell
-7,526
Closed -$1.53M – 394
2024
Q2 		$1.53M Sell
7,526
-363
-5% -$73.4K 0.22% 83
2024
Q1 		$1.66M Sell
7,889
-16
-0.2% -$3.19K 0.27% 72
2023
Q4 		$1.59M Sell
7,905
-30
-0.4% -$5.38K 0.29% 66
2023
Q3 		$1.4M Buy
7,935
+1,047
+15% +$197K 0.34% 66
2023
Q2 		$1.29M Sell
6,888
-965
-12% -$172K 0.32% 74
2023
Q1 		$1.4M Sell
7,853
-39
-0.5% -$7.18K 0.38% 64
2022
Q4 		$1.38M Buy
7,892
+95
+1% +$16.9K 0.42% 59
2022
Q3 		$1.29M Buy
7,797
+1,091
+16% +$199K 0.46% 54
2022
Q2 		$1.14M Buy
6,706
+1,338
+25% +$247K 0.41% 62
2022
Q1 		$1.1M Buy
5,368
+900
+20% +$184K 0.42% 56
2021
Q4 		$994K Sell
4,468
-231
-5% -$52.2K 0.38% 67
2021
Q3 		$1.03M Buy
4,699
+229
+5% +$50.8K 0.21% 70
2021
Q2 		$1.02M Sell
4,470
-165
-4% -$37.1K 0.21% 67
2021
Q1 		$1.02M Buy
4,635
+1,519
+49% +$332K 0.23% 62
2020
Q4 		$611K Buy
3,116
+1,166
+60% +$204K 0.12% 135
2020
Q3 		$292K Sell
1,950
-590
-23% -$88.8K 0.08% 155
2020
Q2 		$364K Sell
2,540
-177
-7% -$23.2K 0.12% 119
2020
Q1 		$311K Sell
2,717
-2,247
-45% -$335K 0.13% 105
2019
Q4 		$822K Buy
4,964
+739
+17% +$117K 0.33% 46
2019
Q3 		$639K Buy
4,225
+91
+2% +$13.9K 0.29% 52
2019
Q2 		$643K Buy
4,134
+70
+2% +$10.8K 0.31% 45
2019
Q1 		$622K Sell
4,064
-1,600
-28% -$240K 0.34% 40
2018
Q4 		$758K Buy
+5,664
New +$845K 0.51% 29

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 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

Cooper Financial Group's IWM Position: Q2 2026 in Review

Cooper Financial Group opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 772 shares worth $232K. The stake represents 0.02% of the portfolio and ranks #402 among its holdings. This is a return to the name: Cooper Financial Group previously reported a position in IWM as recently as Q4 2025.

Cooper Financial Group first reported a position in IWM in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.66M in Q1 2024. 1,350 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Cooper Financial Group held 772 shares of iShares Russell 2000 ETF worth $232K as of Q2 2026.
  • iShares Russell 2000 ETF was a new Cooper Financial Group position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #402 holding.
  • Cooper Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 25 quarters since.
  • Cooper Financial Group's iShares Russell 2000 ETF position peaked at $1.66M in Q1 2024.
  • 1,350 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.