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International Assets Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

International Assets Investment Management’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 		$4.94M Sell
16,517
-232
-1% -$65.2K 0.3% 60
2026
Q1 		$4.18M Buy
16,749
+5,647
+51% +$1.46M 0.29% 65
2025
Q4 		$2.73M Sell
11,102
-4,084
-27% -$1M 0.19% 94
2025
Q3 		$3.31M Hold
15,186
– – 0.27% 64
2025
Q2 		$3.28M Buy
15,186
+2,651
+21% +$533K 0.26% 66
2025
Q1 		$2.5M Sell
12,535
-413
-3% -$89.6K 0.22% 81
2024
Q4 		$2.86M Sell
12,948
-2,819,930
-100% -$643M 0.24% 74
2024
Q3 		$12.8K Buy
2,832,878
+2,821,539
+24,883% +$604M 0.04% 372
2024
Q2 		$2.3M Sell
11,339
-11,241
-50% -$2.27M 0.22% 83
2024
Q1 		$4.7M Buy
22,580
+313
+1% +$62.4K 0.49% 28
2023
Q4 		$4.47M Buy
22,267
+788
+4% +$141K 0.57% 23
2023
Q3 		$3.78M Sell
21,479
-328
-2% -$61.6K 0.52% 35
2023
Q2 		$4.08M Buy
21,807
+464
+2% +$82.7K 0.55% 26
2023
Q1 		$3.81M Buy
21,343
+4,171
+24% +$768K 0.55% 26
2022
Q4 		$2.99M Buy
17,172
+11,714
+215% +$2.08M 0.31% 63
2022
Q3 		$900K Buy
5,458
+171
+3% +$31.2K 0.19% 120
2022
Q2 		$895 Buy
5,287
+546
+12% +$101K 0.08% 133
2022
Q1 		$973K Sell
4,741
-2,263
-32% -$462K 0.18% 124
2021
Q4 		$1.56M Buy
7,004
+2,620
+60% +$592K 0.27% 82
2021
Q3 		$959K Buy
4,384
+583
+15% +$129K 0.17% 143
2021
Q2 		$872K Sell
3,801
-4,280
-53% -$962K 0.16% 144
2021
Q1 		$1.68M Buy
8,081
+3,828
+90% +$836K 0.15% 136
2020
Q4 		$834K Buy
4,253
+272
+7% +$47.6K 0.15% 130
2020
Q3 		$596K Sell
3,981
-86
-2% -$12.9K 0.15% 144
2020
Q2 		$582K Sell
4,067
-398
-9% -$52.2K 0.14% 144
2020
Q1 		$511K Buy
+4,465
New +$666K 0.16% 135

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

International Assets Investment Management's IWM Position: Q2 2026 in Review

International Assets Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.4% in Q2 2026, selling an estimated $65.2K and leaving 16,517 shares worth $4.94M. The position accounts for 0.3% of the portfolio, ranked #60.

International Assets Investment Management first reported a position in IWM in Q1 2020 and has held it in 26 quarters since. 1,263 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • International Assets Investment Management held 16,517 shares of iShares Russell 2000 ETF worth $4.94M as of Q2 2026.
  • International Assets Investment Management sold 232 iShares Russell 2000 ETF shares in Q2 2026, an estimated $65.2K.
  • iShares Russell 2000 ETF made up 0.3% of International Assets Investment Management's portfolio in Q2 2026, its #60 holding.
  • International Assets Investment Management first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,263 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.