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CRA Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

CRA Financial Services’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 		$934K Sell
3,109
-6
-0.2% -$1.69K 0.11% 139
2026
Q1 		$773K Sell
3,115
-133
-4% -$34.3K 0.1% 142
2025
Q4 		$800K Sell
3,248
-54
-2% -$13.3K 0.1% 134
2025
Q3 		$799K Sell
3,302
-45
-1% -$10.3K 0.11% 133
2025
Q2 		$722K Sell
3,347
-4
-0.1% -$805 0.11% 134
2025
Q1 		$668K Buy
3,351
+61
+2% +$13.2K 0.11% 132
2024
Q4 		$727K Sell
3,290
-60
-2% -$13.7K 0.12% 125
2024
Q3 		$740K Sell
3,350
-120
-3% -$25.7K 0.14% 116
2024
Q2 		$704K Sell
3,470
-24
-0.7% -$4.85K 0.14% 111
2024
Q1 		$735K Buy
3,494
+598
+21% +$119K 0.16% 100
2023
Q4 		$581K Sell
2,896
-100
-3% -$17.9K 0.14% 103
2023
Q3 		$530K Sell
2,996
-57
-2% -$10.7K 0.15% 110
2023
Q2 		$572K Sell
3,053
-271
-8% -$48.3K 0.15% 100
2023
Q1 		$593K Sell
3,324
-651
-16% -$120K 0.18% 95
2022
Q4 		$693K Buy
3,975
+1,037
+35% +$184K 0.23% 86
2022
Q3 		$485K Buy
2,938
+20
+0.7% +$3.65K 0.17% 107
2022
Q2 		$494K Buy
2,918
+162
+6% +$29.9K 0.17% 108
2022
Q1 		$566K Buy
2,756
+34
+1% +$6.94K 0.17% 98
2021
Q4 		$606K Buy
2,722
+297
+12% +$67.1K 0.18% 101
2021
Q3 		$530K Buy
2,425
+15
+0.6% +$3.33K 0.18% 100
2021
Q2 		$553K Hold
2,410
– – 0.19% 97
2021
Q1 		$532K Sell
2,410
-50
-2% -$10.9K 0.21% 91
2020
Q4 		$482K Buy
2,460
+15
+0.6% +$2.63K 0.2% 92
2020
Q3 		$366K Sell
2,445
-150
-6% -$22.6K 0.17% 97
2020
Q2 		$372K Buy
2,595
+135
+5% +$17.7K 0.2% 95
2020
Q1 		$282K Sell
2,460
-77
-3% -$11.5K 0.18% 103
2019
Q4 		$420K Buy
2,537
+154
+6% +$24.3K 0.23% 89
2019
Q3 		$361K Hold
2,383
– – 0.22% 93
2019
Q2 		$371K Sell
2,383
-25
-1% -$3.85K 0.22% 93
2019
Q1 		$369K Sell
2,408
-144
-6% -$21.6K 0.24% 93
2018
Q4 		$342K Buy
+2,552
New +$381K 0.25% 96

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

CRA Financial Services's IWM Position: Q2 2026 in Review

CRA Financial Services reduced its iShares Russell 2000 ETF (IWM) stake by 0.19% in Q2 2026, selling an estimated $1.69K and leaving 3,109 shares worth $934K. The position accounts for 0.11% of the portfolio, ranked #139.

CRA Financial Services first reported a position in IWM in Q4 2018 and has held it in 31 quarters since. 1,068 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • CRA Financial Services held 3,109 shares of iShares Russell 2000 ETF worth $934K as of Q2 2026.
  • CRA Financial Services sold 6 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.69K.
  • iShares Russell 2000 ETF made up 0.11% of CRA Financial Services's portfolio in Q2 2026, its #139 holding.
  • CRA Financial Services first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,068 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.