Cutler Investment Counsel’s iShares Russell 2000 ETF IWM Stock Holding History

Cutler Investment Counsel’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	$208K	Buy	+693	New	+$195K	0.02%	155

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Cutler Investment Counsel's IWM Position: Q2 2026 in Review

Cutler Investment Counsel opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 693 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #155 among its holdings.

1,350 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Cutler Investment Counsel held 693 shares of iShares Russell 2000 ETF worth $208K as of Q2 2026.
iShares Russell 2000 ETF was a new Cutler Investment Counsel position in Q2 2026.
iShares Russell 2000 ETF made up 0.02% of Cutler Investment Counsel's portfolio in Q2 2026, its #155 holding.
1,350 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Cutler Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.