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Friedenthal Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Friedenthal Financial’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 		$371K Sell
1,236
-5
-0.4% -$1.41K 0.17% 96
2026
Q1 		$308K Sell
1,241
-193
-13% -$49.8K 0.15% 96
2025
Q4 		$353K Sell
1,434
-147
-9% -$36.1K 0.18% 95
2025
Q3 		$383K Sell
1,581
-20
-1% -$4.59K 0.2% 90
2025
Q2 		$345K Sell
1,601
-13
-0.8% -$2.62K 0.19% 93
2025
Q1 		$322K Buy
1,614
+18
+1% +$3.9K 0.19% 91
2024
Q4 		$353K Sell
1,596
-52
-3% -$11.9K 0.21% 100
2024
Q3 		$364K Sell
1,648
-620
-27% -$133K 0.21% 96
2024
Q2 		$460K Sell
2,268
-1,403
-38% -$284K 0.29% 90
2024
Q1 		$772K Buy
3,671
+2,751
+299% +$549K 0.48% 67
2023
Q4 		$185K Buy
+920
New +$165K 0.12% 106
2021
Q4 		– Sell
-4,547
Closed -$995K – 77
2021
Q3 		$995K Buy
4,547
+211
+5% +$46.8K 0.59% 34
2021
Q2 		$995K Buy
4,336
+2,328
+116% +$523K 0.6% 35
2021
Q1 		$444K Sell
2,008
-121
-6% -$26.4K 0.33% 41
2020
Q4 		$418K Buy
+2,129
New +$373K 0.31% 41
2018
Q4 		– Sell
-2,880
Closed -$485K – 55
2018
Q3 		$485K Sell
2,880
-34
-1% -$5.74K 0.4% 45
2018
Q2 		$477K Buy
+2,914
New +$466K 0.41% 47
2016
Q2 		– Sell
-5,594
Closed -$630K – 50
2016
Q1 		$630K Hold
5,594
– – 0.58% 20
2015
Q4 		$630K Sell
5,594
-1,118
-17% -$129K 0.57% 20
2015
Q3 		$733K Sell
6,712
-133
-2% -$15.8K 0.66% 14
2015
Q2 		$855K Hold
6,845
– – 0.74% 20
2015
Q1 		$851K Hold
6,845
– – 0.72% 25
2014
Q4 		$819K Buy
6,845
+188
+3% +$21.5K 0.7% 22
2014
Q3 		$728K Sell
6,657
-27
-0.4% -$3.09K 0.62% 23
2014
Q2 		$794K Sell
6,684
-63,854
-91% -$7.25M 0.64% 24
2014
Q1 		$8.21M Buy
70,538
+4,441
+7% +$512K 6.93% 6
2013
Q4 		$7.63M Buy
+66,097
New +$7.3M 7.06% 5

Other funds holding IWM

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
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
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM

Friedenthal Financial's IWM Position: Q2 2026 in Review

Friedenthal Financial reduced its iShares Russell 2000 ETF (IWM) stake by 0.4% in Q2 2026, selling an estimated $1.41K and leaving 1,236 shares worth $371K. The position accounts for 0.17% of the portfolio, ranked #96.

Friedenthal Financial first reported a position in IWM in Q4 2013 and has held it in 27 quarters since. The position peaked at $8.21M in Q1 2014. 615 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Friedenthal Financial held 1,236 shares of iShares Russell 2000 ETF worth $371K as of Q2 2026.
  • Friedenthal Financial sold 5 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.41K.
  • iShares Russell 2000 ETF made up 0.17% of Friedenthal Financial's portfolio in Q2 2026, its #96 holding.
  • Friedenthal Financial first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 27 quarters since.
  • Friedenthal Financial's iShares Russell 2000 ETF position peaked at $8.21M in Q1 2014.
  • 615 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.