Hummer Financial Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

Hummer Financial Advisory Services’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	$593K	Hold	1,975	–	–	0.39%	58
2026 Q1	$490K	Hold	1,975	–	–	0.35%	63
2025 Q4	$486K	Hold	1,975	–	–	0.34%	63
2025 Q3	$478K	Hold	1,975	–	–	0.35%	61
2025 Q2	$426K	Hold	1,975	–	–	0.32%	66
2025 Q1	$394K	Hold	1,975	–	–	0.32%	66
2024 Q4	$436K	Hold	1,975	–	–	0.35%	57
2024 Q3	$436K	Hold	1,975	–	–	0.34%	61
2024 Q2	$401K	Hold	1,975	–	–	0.35%	58
2024 Q1	$415K	Hold	1,975	–	–	0.34%	57
2023 Q4	$396K	Hold	1,975	–	–	0.36%	59
2023 Q3	$351K	Hold	1,975	–	–	0.36%	58
2023 Q2	$370K	Hold	1,975	–	–	0.36%	60
2023 Q1	$352K	Hold	1,975	–	–	0.37%	64
2022 Q4	$344K	Hold	1,975	–	–	0.38%	64
2022 Q3	$326K	Hold	1,975	–	–	0.38%	66
2022 Q2	$334K	Hold	1,975	–	–	0.38%	66
2022 Q1	$405K	Buy	1,975 +75	+4%	+$15.3K	0.37%	65
2021 Q4	$423K	Sell	1,900 -75	-4%	-$16.9K	0.36%	65
2021 Q3	$432K	Hold	1,975	–	–	0.4%	61
2021 Q2	$453K	Hold	1,975	–	–	0.42%	58
2021 Q1	$436K	Hold	1,975	–	–	0.42%	61
2020 Q4	$387K	Sell	1,975 -40	-2%	-$7K	0.41%	62
2020 Q3	$302K	Hold	2,015	–	–	0.36%	67
2020 Q2	$289K	Hold	2,015	–	–	0.37%	62
2020 Q1	$231K	Buy	+2,015	New	+$300K	0.35%	72

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 Charlotte, North Carolina $83.7B AUM 27.22% 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

Hummer Financial Advisory Services's IWM Position: Q2 2026 in Review

Hummer Financial Advisory Services held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,975 shares worth $593K. The position accounts for 0.39% of the portfolio, ranked #58.

Hummer Financial Advisory Services first reported a position in IWM in Q1 2020 and has held it in 26 quarters since. 1,096 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Hummer Financial Advisory Services held 1,975 shares of iShares Russell 2000 ETF worth $593K as of Q2 2026.
Hummer Financial Advisory Services left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.39% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #58 holding.
Hummer Financial Advisory Services first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 26 quarters since.
1,096 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.