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Financial Management Professionals’s iShares Russell 2000 ETF IWM Stock Holding History

Financial Management Professionals’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 		$252K Buy
839
+187
+29% +$52.5K 0.02% 164
2026
Q1 		$162K Sell
652
-48
-7% -$12.4K 0.02% 169
2025
Q4 		$172K Buy
700
+48
+7% +$11.8K 0.02% 159
2025
Q3 		$158K Hold
652
– – 0.02% 165
2025
Q2 		$141K Buy
652
+505
+344% +$102K 0.02% 168
2025
Q1 		$29.3K Hold
147
– – ﹤0.01% 344
2024
Q4 		$32.5K Buy
+147
New +$33.5K ﹤0.01% 329
2024
Q3 		– Sell
-86
Closed -$17K – 987
2024
Q2 		$17K Hold
86
– – ﹤0.01% 416
2024
Q1 		$18K Hold
86
– – ﹤0.01% 438
2023
Q4 		$17K Buy
+86
New +$15.4K ﹤0.01% 434
2023
Q3 		– Sell
-70
Closed -$13K – 961
2023
Q2 		$13K Buy
+70
New +$12.5K ﹤0.01% 490
2020
Q4 		– Sell
-34
Closed -$5K – 651
2020
Q3 		$5K Hold
34
– – ﹤0.01% 405
2020
Q2 		$5K Buy
+34
New +$4.46K ﹤0.01% 389
2016
Q3 		– Sell
-40
Closed -$4K – 362
2016
Q2 		$4K Buy
+40
New +$4.51K ﹤0.01% 326

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

Financial Management Professionals's IWM Position: Q2 2026 in Review

Financial Management Professionals increased its iShares Russell 2000 ETF (IWM) stake by 29% in Q2 2026, buying an estimated $52.5K and bringing the position to 839 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #164.

Financial Management Professionals first reported a position in IWM in Q2 2016 and has held it in 14 quarters since. 949 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Financial Management Professionals held 839 shares of iShares Russell 2000 ETF worth $252K as of Q2 2026.
  • Financial Management Professionals bought 187 iShares Russell 2000 ETF shares in Q2 2026, an estimated $52.5K.
  • iShares Russell 2000 ETF made up 0.02% of Financial Management Professionals's portfolio in Q2 2026, its #164 holding.
  • Financial Management Professionals first reported a position in iShares Russell 2000 ETF in Q2 2016 and has held it in 14 quarters since.
  • 949 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.