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Herbst Group’s iShares Russell 2000 ETF IWM Stock Holding History

Herbst Group’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 		$935K Sell
3,113
-7,261
-70% -$2.04M 0.51% 50
2026
Q1 		$2.57M Buy
10,374
+9,374
+937% +$2.42M 1.59% 29
2025
Q4 		$246K Buy
+1,000
New +$246K 0.14% 60

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

Herbst Group's IWM Position: Q2 2026 in Review

Herbst Group reduced its iShares Russell 2000 ETF (IWM) stake by 70% in Q2 2026, selling an estimated $2.04M and leaving 3,113 shares worth $935K. The position accounts for 0.51% of the portfolio, ranked #50.

Herbst Group first reported a position in IWM in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.57M in Q1 2026. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Herbst Group held 3,113 shares of iShares Russell 2000 ETF worth $935K as of Q2 2026.
  • Herbst Group sold 7,261 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.04M.
  • iShares Russell 2000 ETF made up 0.51% of Herbst Group's portfolio in Q2 2026, its #50 holding.
  • Herbst Group first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 3 quarters since.
  • Herbst Group's iShares Russell 2000 ETF position peaked at $2.57M in Q1 2026.
  • 526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Herbst Group's 13F filing for Q2 2026, filed 9 Jul 2026.