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Financial Partners Group (Kansas)’s iShares Russell 2000 ETF IWM Stock Holding History

Financial Partners Group (Kansas)’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 		$633K Buy
2,108
+13
+0.6% +$3.65K 0.06% 131
2026
Q1 		$520K Sell
2,095
-396
-16% -$102K 0.06% 137
2025
Q4 		$647K Buy
2,491
+2
+0.1% +$492 0.07% 119
2025
Q3 		$602K Sell
2,489
-28
-1% -$6.42K 0.08% 119
2025
Q2 		$543K Buy
2,517
+74
+3% +$14.9K 0.08% 116
2025
Q1 		$487K Buy
2,443
+57
+2% +$12.4K 0.08% 111
2024
Q4 		$527K Buy
2,386
+15
+0.6% +$3.42K 0.08% 100
2024
Q3 		$524K Buy
2,371
+1
+0% +$214 0.08% 105
2024
Q2 		$481K Sell
2,370
-3
-0.1% -$606 0.08% 106
2024
Q1 		$499K Buy
2,373
+29
+1% +$5.79K 0.08% 104
2023
Q4 		$470K Buy
2,344
+1
+0% +$179 0.08% 93
2023
Q3 		$392K Buy
2,343
+1,054
+82% +$198K 0.08% 102
2023
Q2 		$250K Sell
1,289
-949
-42% -$169K 0.05% 129
2023
Q1 		$399K Buy
2,238
+1
+0% +$184 0.09% 101
2022
Q4 		$431K Buy
2,237
+51
+2% +$9.07K 0.09% 97
2022
Q3 		$361K Hold
2,186
– – 0.1% 100
2022
Q2 		$370K Sell
2,186
-363
-14% -$66.9K 0.09% 102
2022
Q1 		$523K Sell
2,549
-220
-8% -$44.9K 0.11% 97
2021
Q4 		$557K Buy
2,769
+429
+18% +$96.9K 0.12% 93
2021
Q3 		$512K Buy
2,340
+283
+14% +$62.7K 0.12% 89
2021
Q2 		$472K Buy
2,057
+58
+3% +$13K 0.12% 86
2021
Q1 		$442K Buy
1,999
+1,000
+100% +$218K 0.13% 87
2020
Q4 		$212K Buy
+999
New +$175K 0.06% 122
2020
Q2 		– Sell
-4,112
Closed -$439K – 102
2020
Q1 		$439K Buy
4,112
+1,434
+54% +$214K 0.27% 37
2019
Q4 		$441K Sell
2,678
-32
-1% -$5.06K 0.17% 49
2019
Q3 		$410K Buy
+2,710
New +$414K 0.18% 49

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Financial Partners Group (Kansas)'s IWM Position: Q2 2026 in Review

Financial Partners Group (Kansas) increased its iShares Russell 2000 ETF (IWM) stake by 0.62% in Q2 2026, buying an estimated $3.65K and bringing the position to 2,108 shares worth $633K. The position accounts for 0.06% of the portfolio, ranked #131.

Financial Partners Group (Kansas) first reported a position in IWM in Q3 2019 and has held it in 26 quarters since. The position peaked at $647K in Q4 2025. 1,104 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Financial Partners Group (Kansas) held 2,108 shares of iShares Russell 2000 ETF worth $633K as of Q2 2026.
  • Financial Partners Group (Kansas) bought 13 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.65K.
  • iShares Russell 2000 ETF made up 0.06% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #131 holding.
  • Financial Partners Group (Kansas) first reported a position in iShares Russell 2000 ETF in Q3 2019 and has held it in 26 quarters since.
  • Financial Partners Group (Kansas)'s iShares Russell 2000 ETF position peaked at $647K in Q4 2025.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.