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

Flagstone Financial Management’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 		$528K Hold
1,758
– – 0.12% 43
2026
Q1 		$436K Hold
1,758
– – 0.11% 47
2025
Q4 		$433K Hold
1,758
– – 0.11% 43
2025
Q3 		$425K Hold
1,758
– – 0.11% 43
2025
Q2 		$379K Sell
1,758
-7
-0.4% -$1.41K 0.11% 43
2025
Q1 		$352K Hold
1,765
– – 0.11% 40
2024
Q4 		$390K Buy
1,765
+7
+0.4% +$1.6K 0.13% 39
2024
Q3 		$388K Buy
1,758
+293
+20% +$62.7K 0.13% 40
2024
Q2 		$297K Hold
1,465
– – 0.11% 41
2024
Q1 		$308K Hold
1,465
– – 0.12% 38
2023
Q4 		$294K Hold
1,465
– – 0.12% 39
2023
Q3 		$259K Hold
1,465
– – 0.12% 35
2023
Q2 		$274K Hold
1,465
– – 0.13% 35
2023
Q1 		$261K Hold
1,465
– – 0.13% 36
2022
Q4 		$255K Buy
+1,465
New +$261K 0.16% 38

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

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

Flagstone Financial Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,758 shares worth $528K. The position accounts for 0.12% of the portfolio, ranked #43.

Flagstone Financial Management first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. 1,354 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Flagstone Financial Management held 1,758 shares of iShares Russell 2000 ETF worth $528K as of Q2 2026.
  • Flagstone Financial Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.12% of Flagstone Financial Management's portfolio in Q2 2026, its #43 holding.
  • Flagstone Financial Management first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,354 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Flagstone Financial Management's 13F filing for Q2 2026, filed 21 Jul 2026.