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Focus Financial Network’s iShares Russell 2000 ETF IWM Stock Holding History

Focus Financial Network’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 		$2.45M Buy
8,145
+244
+3% +$68.6K 0.08% 206
2026
Q1 		$1.96M Sell
7,901
-795
-9% -$205K 0.07% 216
2025
Q4 		$2.14M Buy
8,696
+515
+6% +$127K 0.07% 202
2025
Q3 		$1.98M Buy
8,181
+636
+8% +$146K 0.07% 208
2025
Q2 		$1.63M Buy
7,545
+653
+9% +$131K 0.06% 221
2025
Q1 		$1.37M Sell
6,892
-472
-6% -$102K 0.06% 239
2024
Q4 		$1.63M Buy
7,364
+72
+1% +$16.4K 0.06% 210
2024
Q3 		$1.61M Sell
7,292
-339
-4% -$72.5K 0.07% 211
2024
Q2 		$1.7M Sell
7,631
-1,705
-18% -$345K 0.07% 197
2024
Q1 		$1.8M Sell
9,336
-48,295
-84% -$9.63M 0.09% 176
2023
Q4 		$11.6M Buy
57,631
+52,542
+1,032% +$9.41M 0.43% 48
2023
Q3 		$904K Sell
5,089
-392
-7% -$73.6K 0.05% 252
2023
Q2 		$1.03M Sell
5,481
-2,899
-35% -$517K 0.06% 232
2023
Q1 		$1.5M Buy
+8,380
New +$1.54M 0.09% 177
2022
Q4 		– Sell
-9,010
Closed -$1.49M – 494
2022
Q3 		$1.49M Sell
9,010
-354
-4% -$64.6K 0.13% 139
2022
Q2 		$1.59M Sell
9,364
-197
-2% -$36.3K 0.13% 133
2022
Q1 		$1.96M Buy
9,561
+4,216
+79% +$860K 0.14% 129
2021
Q4 		$1.19M Sell
5,345
-151
-3% -$34.1K 0.17% 122
2021
Q3 		$1.2M Sell
5,496
-413
-7% -$91.6K 0.16% 139
2021
Q2 		$1.36M Sell
5,909
-322
-5% -$72.4K 0.18% 129
2021
Q1 		$1.38M Sell
6,231
-1,175
-16% -$257K 0.16% 130
2020
Q4 		$1.45M Sell
7,406
-1,504
-17% -$263K 0.13% 144
2020
Q3 		$1.33M Sell
8,910
-479
-5% -$72.1K 0.12% 152
2020
Q2 		$1.34M Sell
9,389
-41
-0.4% -$5.38K 0.15% 131
2020
Q1 		$1.08M Buy
9,430
+6,341
+205% +$945K 0.14% 134
2019
Q4 		$512K Buy
3,089
+1,046
+51% +$165K 0.06% 239
2019
Q3 		$309K Buy
2,043
+29
+1% +$4.43K 0.04% 286
2019
Q2 		$313K Buy
2,014
+1
+0% +$154 0.05% 277
2019
Q1 		$308K Buy
+2,013
New +$303K 0.05% 274

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
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
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

Focus Financial Network's IWM Position: Q2 2026 in Review

Focus Financial Network increased its iShares Russell 2000 ETF (IWM) stake by 3.1% in Q2 2026, buying an estimated $68.6K and bringing the position to 8,145 shares worth $2.45M. The position accounts for 0.08% of the portfolio, ranked #206.

Focus Financial Network first reported a position in IWM in Q1 2019 and has held it in 29 quarters since. The position peaked at $11.6M in Q4 2023. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Focus Financial Network held 8,145 shares of iShares Russell 2000 ETF worth $2.45M as of Q2 2026.
  • Focus Financial Network bought 244 iShares Russell 2000 ETF shares in Q2 2026, an estimated $68.6K.
  • iShares Russell 2000 ETF made up 0.08% of Focus Financial Network's portfolio in Q2 2026, its #206 holding.
  • Focus Financial Network first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 29 quarters since.
  • Focus Financial Network's iShares Russell 2000 ETF position peaked at $11.6M in Q4 2023.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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