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Costello Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Costello Asset 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 		$605K Sell
2,015
-2
-0.1% -$562 0.18% 67
2026
Q1 		$500K Sell
2,017
-20
-1% -$5.16K 0.17% 67
2025
Q4 		$501K Buy
2,037
+1
+0% +$246 0.17% 67
2025
Q3 		$493K Sell
2,036
-90
-4% -$20.7K 0.17% 65
2025
Q2 		$459K Hold
2,126
– – 0.17% 67
2025
Q1 		$424K Hold
2,126
– – 0.17% 63
2024
Q4 		$470K Sell
2,126
-244
-10% -$55.6K 0.31% 47
2024
Q3 		$523K Buy
2,370
+1,236
+109% +$264K 0.35% 49
2024
Q2 		$230K Buy
1,134
+125
+12% +$25.3K 0.17% 54
2024
Q1 		$212K Buy
1,009
+1,007
+50,350% +$201K 0.15% 57
2023
Q4 		$401 Hold
2
– – ﹤0.01% 178
2023
Q3 		$353 Hold
2
– – ﹤0.01% 192
2023
Q2 		$375 Hold
2
– – ﹤0.01% 191
2023
Q1 		$357 Hold
2
– – ﹤0.01% 209
2022
Q4 		$349 Hold
2
– – ﹤0.01% 210
2022
Q3 		$0 Hold
2
– – ﹤0.01% 224
2022
Q2 		$0 Sell
2
-145
-99% -$26.7K ﹤0.01% 235
2022
Q1 		$30K Sell
147
-60
-29% -$12.2K 0.02% 131
2021
Q4 		$46K Buy
207
+1
+0.5% +$226 0.03% 115
2021
Q3 		$45K Hold
206
– – 0.03% 113
2021
Q2 		$47K Hold
206
– – 0.03% 111
2021
Q1 		$45K Buy
206
+1
+0.5% +$218 0.03% 117
2020
Q4 		$40K Hold
205
– – 0.03% 117
2020
Q3 		$31K Buy
205
+1
+0.5% +$150 0.03% 114
2020
Q2 		$29K Buy
+204
New +$26.8K 0.03% 112

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
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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Costello Asset Management's IWM Position: Q2 2026 in Review

Costello Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.1% in Q2 2026, selling an estimated $562 and leaving 2,015 shares worth $605K. The position accounts for 0.18% of the portfolio, ranked #67.

Costello Asset Management first reported a position in IWM in Q2 2020 and has held it in 25 quarters since. 1,096 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Costello Asset Management held 2,015 shares of iShares Russell 2000 ETF worth $605K as of Q2 2026.
  • Costello Asset Management sold 2 iShares Russell 2000 ETF shares in Q2 2026, an estimated $562.
  • iShares Russell 2000 ETF made up 0.18% of Costello Asset Management's portfolio in Q2 2026, its #67 holding.
  • Costello Asset Management first reported a position in iShares Russell 2000 ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,096 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.