Crumly & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Crumly & Associates’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	$265K	Buy	882 +2	+0.2%	+$562	0.05%	170
2026 Q1	$218K	Buy	880 +2	+0.2%	+$516	0.05%	190
2025 Q4	$216K	Buy	878 +3	+0.3%	+$738	0.05%	186
2025 Q3	$212K	Buy	+875	New	+$201K	0.05%	181
2025 Q2	–	Sell	-1,007	Closed	-$201K	–	175
2025 Q1	$201K	Sell	1,007 -4	-0.4%	-$868	0.06%	160
2024 Q4	$223K	Buy	1,011 +8	+0.8%	+$1.82K	0.06%	144
2024 Q3	$222K	Buy	+1,003	New	+$215K	0.06%	139

Other funds holding IWM

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Crumly & Associates's IWM Position: Q2 2026 in Review

Crumly & Associates increased its iShares Russell 2000 ETF (IWM) stake by 0.23% in Q2 2026, buying an estimated $562 and bringing the position to 882 shares worth $265K. The position accounts for 0.05% of the portfolio, ranked #170.

Crumly & Associates first reported a position in IWM in Q3 2024 and has held it in 7 quarters since. 742 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Crumly & Associates held 882 shares of iShares Russell 2000 ETF worth $265K as of Q2 2026.
Crumly & Associates bought 2 iShares Russell 2000 ETF shares in Q2 2026, an estimated $562.
iShares Russell 2000 ETF made up 0.05% of Crumly & Associates's portfolio in Q2 2026, its #170 holding.
Crumly & Associates first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 7 quarters since.
742 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.