Hoese & Co’s iShares Russell 2000 ETF IWM Stock Holding History

Hoese & Co’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	$82.6K	Hold	275	–	–	0.05%	89
2026 Q1	$68.2K	Hold	275	–	–	0.05%	76
2025 Q4	$67.7K	Hold	275	–	–	0.05%	79
2025 Q3	$66.5K	Hold	275	–	–	0.05%	70
2025 Q2	$59.3K	Buy	275 +225	+450%	+$45.3K	0.05%	82
2025 Q1	$9.97K	Hold	50	–	–	0.01%	121
2024 Q4	$11K	Buy	+50	New	+$11.4K	0.01%	128
2022 Q4	–	Sell	-67	Closed	-$11K	–	187
2022 Q3	$11K	Hold	67	–	–	0.01%	130
2022 Q2	$11K	Hold	67	–	–	0.01%	134
2022 Q1	$14K	Hold	67	–	–	0.01%	129
2021 Q4	$15K	Hold	67	–	–	0.01%	126
2021 Q3	$15K	Hold	67	–	–	0.02%	125
2021 Q2	$15K	Buy	+67	New	+$15.1K	0.02%	131

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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

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

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

Hoese & Co's IWM Position: Q2 2026 in Review

Hoese & Co held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 275 shares worth $82.6K. The position accounts for 0.05% of the portfolio, ranked #89.

Hoese & Co first reported a position in IWM in Q2 2021 and has held it in 13 quarters since. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Hoese & Co held 275 shares of iShares Russell 2000 ETF worth $82.6K as of Q2 2026.
Hoese & Co left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.05% of Hoese & Co's portfolio in Q2 2026, its #89 holding.
Hoese & Co first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 13 quarters since.
936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.