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Ethic Inc’s iShares Russell 2000 ETF IWM Stock Holding History

Ethic Inc’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 		$1.58M Buy
+5,269
New +$1.48M 0.02% 576

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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Ethic Inc's IWM Position: Q2 2026 in Review

Ethic Inc opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 5,269 shares worth $1.58M. The stake represents 0.02% of the portfolio and ranks #576 among its holdings.

1,227 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Ethic Inc held 5,269 shares of iShares Russell 2000 ETF worth $1.58M as of Q2 2026.
  • iShares Russell 2000 ETF was a new Ethic Inc position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.02% of Ethic Inc's portfolio in Q2 2026, its #576 holding.
  • 1,227 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.