Frank Rimerman Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Frank Rimerman Advisors’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	$821K	Hold	2,732	–	–	0.05%	297
2026 Q1	$678K	Hold	2,732	–	–	0.04%	321
2025 Q4	$673K	Buy	2,732 +205	+8%	+$50.4K	0.04%	312
2025 Q3	$611K	Hold	2,527	–	–	0.04%	323
2025 Q2	$545K	Sell	2,527 -64	-2%	-$12.9K	0.04%	330
2025 Q1	$517K	Hold	2,591	–	–	0.04%	300
2024 Q4	$573K	Hold	2,591	–	–	0.04%	277
2024 Q3	$572K	Hold	2,591	–	–	0.04%	308
2024 Q2	$526K	Hold	2,591	–	–	0.04%	330
2024 Q1	$545K	Hold	2,591	–	–	0.1%	60
2023 Q4	$520K	Hold	2,591	–	–	0.11%	62
2023 Q3	$458K	Hold	2,591	–	–	0.11%	59
2023 Q2	$485K	Hold	2,591	–	–	0.12%	58
2023 Q1	$462K	Hold	2,591	–	–	0.13%	60
2022 Q4	$452K	Hold	2,591	–	–	0.14%	55
2022 Q3	$427K	Hold	2,591	–	–	0.15%	53
2022 Q2	$439K	Sell	2,591 -931	-26%	-$172K	0.17%	50
2022 Q1	$723K	Hold	3,522	–	–	0.23%	59
2021 Q4	$783K	Sell	3,522 -30	-0.8%	-$6.78K	0.26%	53
2021 Q3	$777K	Buy	3,552 +30	+0.9%	+$6.65K	0.3%	45
2021 Q2	$808K	Hold	3,522	–	–	0.32%	35
2021 Q1	$778K	Hold	3,522	–	–	0.34%	33
2020 Q4	$691K	Buy	+3,522	New	+$616K	0.31%	40

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Frank Rimerman Advisors's IWM Position: Q2 2026 in Review

Frank Rimerman Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 2,732 shares worth $821K. The position accounts for 0.05% of the portfolio, ranked #297.

Frank Rimerman Advisors first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. 1,038 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Frank Rimerman Advisors held 2,732 shares of iShares Russell 2000 ETF worth $821K as of Q2 2026.
Frank Rimerman Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.05% of Frank Rimerman Advisors's portfolio in Q2 2026, its #297 holding.
Frank Rimerman Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
1,038 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.