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HUB Investment Partners’s iShares Russell 2000 ETF IWM Stock Holding History

HUB Investment Partners’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 		$300K Sell
1,000
-300
-23% -$84.3K 0.01% 992
2026
Q1 		$322K Sell
1,300
-700
-35% -$181K 0.01% 768
2025
Q4 		$492K Sell
2,000
-15,100
-88% -$3.71M 0.01% 488
2025
Q3 		$4.14M Sell
17,100
-3,000
-15% -$688K 0.14% 139
2025
Q2 		$4.34M Sell
20,100
-3,900
-16% -$785K 0.14% 133
2025
Q1 		$4.79M Sell
24,000
-1,200
-5% -$260K 0.19% 111
2024
Q4 		$1.52M Buy
25,200
+23,000
+1,045% +$5.24M 0.06% 172
2024
Q3 		$146K Buy
2,200
+200
+10% +$42.8K 0.01% 495
2024
Q2 		$406K Sell
2,000
-700
-26% -$141K 0.02% 316
2024
Q1 		$568K Buy
2,700
+1,300
+93% +$259K 0.03% 260
2023
Q4 		$281K Buy
1,400
+1,000
+250% +$179K 0.02% 324
2023
Q3 		$70.7K Hold
400
– – 0.01% 256
2023
Q2 		$74.9K Hold
400
– – 0.01% 248
2023
Q1 		$71.4K Sell
400
-39,600
-99% -$7.29M 0.01% 218
2022
Q4 		$6.97M Buy
+40,000
New +$7.11M 1.52% 14
2022
Q1 		– Sell
-500
Closed -$29K – 198
2021
Q4 		$29K Buy
+500
New +$113K 0.01% 205

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
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 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

HUB Investment Partners's IWM Position: Q2 2026 in Review

HUB Investment Partners reduced its iShares Russell 2000 ETF (IWM) stake by 3.7% in Q2 2026, selling an estimated $194K and leaving 18,003 shares worth $5.41M. The position accounts for 0.1% of the portfolio, ranked #169.

HUB Investment Partners first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.16M in Q2 2021. 1,350 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • HUB Investment Partners held 18,003 shares of iShares Russell 2000 ETF worth $5.41M as of Q2 2026.
  • HUB Investment Partners sold 689 iShares Russell 2000 ETF shares in Q2 2026, an estimated $194K.
  • iShares Russell 2000 ETF made up 0.1% of HUB Investment Partners's portfolio in Q2 2026, its #169 holding.
  • HUB Investment Partners first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
  • HUB Investment Partners's iShares Russell 2000 ETF position peaked at $6.16M in Q2 2021.
  • 1,350 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.