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Flower City Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Flower City Capital’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 		$460K Sell
1,532
-18
-1% -$5.06K 0.2% 28
2026
Q1 		$384K Sell
1,550
-94
-6% -$24.2K 0.19% 27
2025
Q4 		$405K Hold
1,644
– – 0.21% 27
2025
Q3 		$398K Sell
1,644
-1
-0.1% -$229 0.21% 24
2025
Q2 		$355K Buy
1,645
+1
+0.1% +$201 0.21% 24
2025
Q1 		$328K Buy
1,644
+10
+0.6% +$2.17K 0.22% 26
2024
Q4 		$361K Sell
1,634
-11
-0.7% -$2.51K 0.22% 24
2024
Q3 		$363K Sell
1,645
-123
-7% -$26.3K 0.21% 24
2024
Q2 		$359K Sell
1,768
-177
-9% -$35.8K 0.23% 24
2024
Q1 		$409K Sell
1,945
-70
-3% -$14K 0.27% 22
2023
Q4 		$404K Sell
2,015
-22
-1% -$3.94K 0.3% 21
2023
Q3 		$362K Sell
2,037
-239
-11% -$44.9K 0.37% 18
2023
Q2 		$426K Buy
2,276
+122
+6% +$21.8K 0.49% 17
2023
Q1 		$384K Sell
2,154
-31
-1% -$5.71K 0.48% 17
2022
Q4 		$381K Sell
2,185
-260
-11% -$46.2K 0.44% 18
2022
Q3 		$403K Sell
2,445
-1,924
-44% -$351K 0.59% 17
2022
Q2 		$740K Buy
4,369
+983
+29% +$181K 0.72% 17
2022
Q1 		$695K Sell
3,386
-619
-15% -$126K 0.58% 17
2021
Q4 		$891K Buy
+4,005
New +$905K 0.87% 17

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Flower City Capital's IWM Position: Q2 2026 in Review

Flower City Capital reduced its iShares Russell 2000 ETF (IWM) stake by 1.2% in Q2 2026, selling an estimated $5.06K and leaving 1,532 shares worth $460K. The position accounts for 0.2% of the portfolio, ranked #28.

Flower City Capital first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. The position peaked at $891K in Q4 2021. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Flower City Capital held 1,532 shares of iShares Russell 2000 ETF worth $460K as of Q2 2026.
  • Flower City Capital sold 18 iShares Russell 2000 ETF shares in Q2 2026, an estimated $5.06K.
  • iShares Russell 2000 ETF made up 0.2% of Flower City Capital's portfolio in Q2 2026, its #28 holding.
  • Flower City Capital first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • Flower City Capital's iShares Russell 2000 ETF position peaked at $891K in Q4 2021.
  • 526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Flower City Capital's 13F filing for Q2 2026, filed 7 Jul 2026.