DiNuzzo Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

DiNuzzo Private Wealth’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	$391K	Hold	1,301	–	–	0.04%	61
2026 Q1	$323K	Hold	1,301	–	–	0.03%	63
2025 Q4	$320K	Hold	1,301	–	–	0.03%	64
2025 Q3	$306K	Hold	1,301	–	–	0.03%	62
2025 Q2	$281K	Hold	1,301	–	–	0.03%	65
2025 Q1	$259K	Hold	1,301	–	–	0.03%	65
2024 Q4	$287K	Hold	1,301	–	–	0.04%	63
2024 Q3	$287K	Buy	+1,301	New	+$278K	0.04%	63

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

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

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

DiNuzzo Private Wealth's IWM Position: Q2 2026 in Review

DiNuzzo Private Wealth held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,301 shares worth $391K. The position accounts for 0.04% of the portfolio, ranked #61.

DiNuzzo Private Wealth first reported a position in IWM in Q3 2024 and has held it in 8 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

DiNuzzo Private Wealth held 1,301 shares of iShares Russell 2000 ETF worth $391K as of Q2 2026.
DiNuzzo Private Wealth left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.04% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #61 holding.
DiNuzzo Private Wealth first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 8 quarters since.
1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.