Finley Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Finley Financial’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	$26M	Sell	86,577 -1,680	-2%	-$472K	10.47%	2
2026 Q1	$21.9M	Sell	88,257 -90	-0.1%	-$23.2K	10.25%	2
2025 Q4	$21.7M	Sell	88,347 -185	-0.2%	-$45.5K	9.96%	2
2025 Q3	$21.4M	Buy	88,532 +1,124	+1%	+$258K	9.91%	2
2025 Q2	$18.9M	Sell	87,408 -375	-0.4%	-$75.5K	9.48%	2
2025 Q1	$17.2M	Buy	87,783 +333	+0.4%	+$72.2K	9.59%	2
2024 Q4	$19.6M	Buy	+87,450	New	+$19.9M	10.2%	2

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

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

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Finley Financial's IWM Position: Q2 2026 in Review

Finley Financial reduced its iShares Russell 2000 ETF (IWM) stake by 1.9% in Q2 2026, selling an estimated $472K and leaving 86,577 shares worth $26M. The position accounts for 10.47% of the portfolio, ranked #2.

Finley Financial first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Finley Financial held 86,577 shares of iShares Russell 2000 ETF worth $26M as of Q2 2026.
Finley Financial sold 1,680 iShares Russell 2000 ETF shares in Q2 2026, an estimated $472K.
iShares Russell 2000 ETF made up 10.47% of Finley Financial's portfolio in Q2 2026, its #2 holding.
Finley Financial first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.