DBK Financial Counsel’s iShares Russell 2000 ETF IWM Stock Holding History

DBK Financial 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	$1.4M	Sell	4,657 -3,229	-41%	-$907K	1.17%	25
2026 Q1	$1.96M	Sell	7,886 -613	-7%	-$158K	1.48%	22
2025 Q4	$2.09M	Sell	8,499 -90	-1%	-$22.1K	1.61%	21
2025 Q3	$2.08M	Hold	8,589	–	–	1.75%	21
2025 Q2	$1.85M	Sell	8,589 -22	-0.3%	-$4.43K	1.68%	21
2025 Q1	$1.72M	Sell	8,611 -270	-3%	-$58.6K	1.72%	19
2024 Q4	$1.96M	Sell	8,881 -229	-3%	-$52.2K	1.98%	18
2024 Q3	$2.01M	Sell	9,110 -78	-0.8%	-$16.7K	2.03%	18
2024 Q2	$1.86M	Buy	9,188 +48	+0.5%	+$9.7K	2.03%	18
2024 Q1	$1.92M	Hold	9,140	–	–	2.02%	18
2023 Q4	$1.83M	Sell	9,140 -50	-0.5%	-$8.96K	2.11%	17
2023 Q3	$1.62M	Buy	9,190 +496	+6%	+$93.1K	2.14%	15
2023 Q2	$1.63M	Sell	8,694 -496	-5%	-$88.4K	2.19%	15
2023 Q1	$1.64M	Sell	9,190 -60	-0.6%	-$11K	2.28%	14
2022 Q4	$1.61M	Sell	9,250 -451	-5%	-$80.2K	2.57%	14
2022 Q3	$1.6M	Hold	9,701	–	–	2.76%	13
2022 Q2	$1.64M	Sell	9,701 -15	-0.2%	-$2.77K	2.67%	13
2022 Q1	$1.99M	Sell	9,716 -170	-2%	-$34.7K	2.94%	13
2021 Q4	$2.2M	Buy	+9,886	New	+$2.23M	3.14%	13

Other funds holding IWM

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

DBK Financial Counsel's IWM Position: Q2 2026 in Review

DBK Financial Counsel reduced its iShares Russell 2000 ETF (IWM) stake by 41% in Q2 2026, selling an estimated $907K and leaving 4,657 shares worth $1.4M. The position accounts for 1.17% of the portfolio, ranked #25.

DBK Financial Counsel first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.2M in Q4 2021. 1,870 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

DBK Financial Counsel held 4,657 shares of iShares Russell 2000 ETF worth $1.4M as of Q2 2026.
DBK Financial Counsel sold 3,229 iShares Russell 2000 ETF shares in Q2 2026, an estimated $907K.
iShares Russell 2000 ETF made up 1.17% of DBK Financial Counsel's portfolio in Q2 2026, its #25 holding.
DBK Financial Counsel first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
DBK Financial Counsel's iShares Russell 2000 ETF position peaked at $2.2M in Q4 2021.
1,870 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on DBK Financial Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.