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Diligent Investors’s iShares Russell 2000 ETF IWM Stock Holding History

Diligent Investors’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 		$404K Buy
1,345
+450
+50% +$126K 0.09% 247
2026
Q1 		$222K Buy
+895
New +$231K 0.06% 324
2020
Q4 		– Sell
-1,350
Closed -$202K – 222
2020
Q3 		$202K Buy
+1,350
New +$203K 0.09% 187

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
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

Diligent Investors's IWM Position: Q2 2026 in Review

Diligent Investors increased its iShares Russell 2000 ETF (IWM) stake by 50% in Q2 2026, buying an estimated $126K and bringing the position to 1,345 shares worth $404K. The position accounts for 0.09% of the portfolio, ranked #247.

Diligent Investors first reported a position in IWM in Q3 2020 and has held it in 3 quarters since. 952 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Diligent Investors held 1,345 shares of iShares Russell 2000 ETF worth $404K as of Q2 2026.
  • Diligent Investors bought 450 iShares Russell 2000 ETF shares in Q2 2026, an estimated $126K.
  • iShares Russell 2000 ETF made up 0.09% of Diligent Investors's portfolio in Q2 2026, its #247 holding.
  • Diligent Investors first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 3 quarters since.
  • 952 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.