Csenge Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History

Csenge Advisory 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	$2.51M	Buy	8,369 +224	+3%	+$62.9K	0.1%	179
2026 Q1	$2.02M	Sell	8,145 -5,028	-38%	-$1.3M	0.09%	180
2025 Q4	$3.24M	Buy	13,173 +5,141	+64%	+$1.26M	0.15%	134
2025 Q3	$1.94M	Sell	8,032 -780	-9%	-$179K	0.09%	180
2025 Q2	$1.81M	Buy	8,812 +2,332	+36%	+$469K	0.1%	173
2025 Q1	$1.21M	Buy	6,480 +2,832	+78%	+$614K	0.07%	224
2024 Q4	$806K	Sell	3,648 -1,541	-30%	-$351K	0.04%	316
2024 Q3	$1.15M	Buy	5,189 +1,043	+25%	+$223K	0.06%	239
2024 Q2	$841K	Buy	4,146 +98	+2%	+$19.8K	0.05%	292
2024 Q1	$851K	Buy	4,048 +241	+6%	+$48.1K	0.05%	296
2023 Q4	$764K	Buy	3,807 +362	+11%	+$64.9K	0.05%	299
2023 Q3	$609K	Buy	3,445 +233	+7%	+$43.7K	0.04%	323
2023 Q2	$602K	Buy	3,212 +374	+13%	+$66.7K	0.04%	327
2023 Q1	$506K	Sell	2,838 -280	-9%	-$51.6K	0.04%	343
2022 Q4	$544K	Sell	3,118 -2,916	-48%	-$519K	0.04%	327
2022 Q3	$995K	Sell	6,034 -8,000	-57%	-$1.46M	0.08%	202
2022 Q2	$2.38M	Sell	14,034 -3,713	-21%	-$684K	0.2%	101
2022 Q1	$3.64M	Sell	17,747 -4,206	-19%	-$858K	0.29%	66
2021 Q4	$5.08M	Sell	21,953 -1,150	-5%	-$260K	0.45%	44
2021 Q3	$5.13M	Buy	23,103 +1,150	+5%	+$255K	0.43%	49
2021 Q2	$5.08M	Buy	21,953 +13,186	+150%	+$2.96M	0.45%	44
2021 Q1	$1.95M	Buy	8,767 +6,899	+369%	+$1.51M	0.2%	88
2020 Q4	$366K	Sell	1,868 -242	-11%	-$42.3K	0.04%	287
2020 Q3	$330K	Sell	2,110 -794	-27%	-$119K	0.05%	284
2020 Q2	$416K	Buy	+2,904	New	+$381K	0.06%	226
2018 Q4	–	Sell	-25	Closed	-$3K	–	818
2018 Q3	$3K	Buy	+25	New	+$4.22K	﹤0.01%	690

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Csenge Advisory Group's IWM Position: Q2 2026 in Review

Csenge Advisory Group increased its iShares Russell 2000 ETF (IWM) stake by 2.8% in Q2 2026, buying an estimated $62.9K and bringing the position to 8,369 shares worth $2.51M. The position accounts for 0.1% of the portfolio, ranked #179.

Csenge Advisory Group first reported a position in IWM in Q3 2018 and has held it in 26 quarters since. The position peaked at $5.13M in Q3 2021. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Csenge Advisory Group held 8,369 shares of iShares Russell 2000 ETF worth $2.51M as of Q2 2026.
Csenge Advisory Group bought 224 iShares Russell 2000 ETF shares in Q2 2026, an estimated $62.9K.
iShares Russell 2000 ETF made up 0.1% of Csenge Advisory Group's portfolio in Q2 2026, its #179 holding.
Csenge Advisory Group first reported a position in iShares Russell 2000 ETF in Q3 2018 and has held it in 26 quarters since.
Csenge Advisory Group's iShares Russell 2000 ETF position peaked at $5.13M in Q3 2021.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.