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Formidable Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Formidable Asset 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 		$628K Hold
2,533
– – 0.1% 195
2026
Q1 		$624K Sell
2,533
-870
-26% -$224K 0.1% 191
2025
Q4 		$823K Hold
3,403
– – 0.12% 165
2025
Q3 		$734K Sell
3,403
-54
-2% -$12.4K 0.12% 175
2025
Q2 		$690K Hold
3,457
– – 0.12% 172
2025
Q1 		$690K Buy
3,457
+102
+3% +$22.1K 0.12% 178
2024
Q4 		$741K Hold
3,355
– – 0.12% 156
2024
Q3 		$741K Sell
3,355
-4
-0.1% -$856 0.12% 164
2024
Q2 		$682K Buy
3,359
+789
+31% +$159K 0.11% 185
2024
Q1 		$540K Sell
2,570
-23,998
-90% -$4.79M 0.09% 218
2023
Q4 		$517K Buy
26,568
+24,054
+957% +$4.31M 0.11% 169
2023
Q3 		$444K Hold
2,514
– – 0.1% 183
2023
Q2 		$471K Hold
2,514
– – 0.1% 179
2023
Q1 		$449K Sell
2,514
-14
-0.6% -$2.58K 0.09% 188
2022
Q4 		$441K Sell
2,528
-4
-0.2% -$711 0.1% 178
2022
Q3 		$452K Hold
2,532
– – 0.1% 171
2022
Q2 		$431K Hold
2,532
– – 0.1% 190
2022
Q1 		$520K Hold
2,532
– – 0.1% 178
2021
Q4 		$569K Buy
2,532
+2
+0.1% +$452 0.11% 171
2021
Q3 		$553K Hold
2,530
– – 0.1% 185
2021
Q2 		$544K Hold
2,530
– – 0.12% 170
2021
Q1 		$565K Hold
2,530
– – 0.12% 149
2020
Q4 		$490K Hold
2,530
– – 0.11% 155
2020
Q3 		$387K Hold
2,530
– – 0.11% 156
2020
Q2 		$371K Buy
+2,530
New +$332K 0.11% 165
2020
Q1 		– Sell
-2,641
Closed -$443K – 252
2019
Q4 		$443K Sell
2,641
-100
-4% -$15.8K 0.14% 131
2019
Q3 		$415K Hold
2,741
– – 0.38% 47
2019
Q2 		$429K Buy
+2,741
New +$423K 0.15% 127
2017
Q4 		– Sell
-2,613
Closed -$387K – 158
2017
Q3 		$387K Sell
2,613
-4
-0.2% -$563 0.16% 127
2017
Q2 		$369K Buy
2,617
+92
+4% +$12.7K 0.18% 102
2017
Q1 		$349K Hold
2,525
– – 0.15% 128
2016
Q4 		$340K Buy
2,525
+16
+0.6% +$2.04K 0.17% 125
2016
Q3 		$312K Buy
2,509
+269
+12% +$32.7K 0.16% 129
2016
Q2 		$269K Buy
2,240
+190
+9% +$21.4K 0.15% 132
2016
Q1 		$232K Hold
2,050
– – 0.16% 112
2015
Q4 		$222K Hold
2,050
– – 0.15% 126
2015
Q3 		$223K Hold
2,050
– – 0.15% 132
2015
Q2 		$256K Hold
2,050
– – 0.16% 120
2015
Q1 		$251K Hold
2,050
– – 0.17% 118
2014
Q4 		$245K Hold
2,050
– – 0.17% 110
2014
Q3 		$239K Hold
2,050
– – 0.16% 113
2014
Q2 		$244K Hold
2,050
– – 0.15% 123
2014
Q1 		$227K Hold
2,050
– – 0.16% 107
2013
Q4 		$227K Sell
2,050
-350
-15% -$38.7K 0.15% 120
2013
Q3 		$258K Buy
+2,400
New +$248K 0.22% 92

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

Formidable Asset Management's IWM Position: Q2 2026 in Review

Formidable Asset Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 2,533 shares worth $628K. The position accounts for 0.1% of the portfolio, ranked #195.

Formidable Asset Management first reported a position in IWM in Q3 2013 and has held it in 45 quarters since. The position peaked at $823K in Q4 2025. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Formidable Asset Management held 2,533 shares of iShares Russell 2000 ETF worth $628K as of Q2 2026.
  • Formidable Asset Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.1% of Formidable Asset Management's portfolio in Q2 2026, its #195 holding.
  • Formidable Asset Management first reported a position in iShares Russell 2000 ETF in Q3 2013 and has held it in 45 quarters since.
  • Formidable Asset Management's iShares Russell 2000 ETF position peaked at $823K in Q4 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.