IF
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Intrua Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Intrua Financial’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 		$1.61M Sell
5,345
-7,601
-59% -$2.14M 0.15% 114
2026
Q1 		$3.21M Buy
12,946
+8,070
+166% +$2.08M 0.33% 59
2025
Q4 		$1.2M Buy
4,876
+19
+0.4% +$4.67K 0.13% 129
2025
Q3 		$1.18M Buy
4,857
+268
+6% +$61.5K 0.13% 129
2025
Q2 		$990K Sell
4,589
-7,640
-62% -$1.54M 0.13% 111
2025
Q1 		$2.44M Sell
12,229
-13,221
-52% -$2.87M 0.35% 57
2024
Q4 		$5.62M Buy
25,450
+14,511
+133% +$3.31M 0.86% 20
2024
Q3 		$2.42M Buy
10,939
+271
+3% +$58K 0.36% 56
2024
Q2 		$2.16M Buy
10,668
+1,013
+10% +$205K 0.32% 61
2024
Q1 		$2.03M Sell
9,655
-288
-3% -$57.5K 0.29% 73
2023
Q4 		$2M Buy
9,943
+4,729
+91% +$847K 0.29% 75
2023
Q3 		$922K Buy
5,214
+303
+6% +$56.9K 0.16% 126
2023
Q2 		$920K Buy
4,911
+708
+17% +$126K 0.16% 124
2023
Q1 		$726K Buy
4,203
+411
+11% +$75.7K 0.15% 138
2022
Q4 		$690K Sell
3,792
-726
-16% -$129K 0.16% 141
2022
Q3 		$745K Sell
4,518
-11,174
-71% -$2.04M 0.2% 116
2022
Q2 		$2.66M Buy
15,692
+798
+5% +$147K 0.57% 40
2022
Q1 		$3.06M Buy
14,894
+983
+7% +$201K 0.55% 38
2021
Q4 		$3.1M Buy
13,911
+4,087
+42% +$924K 0.54% 39
2021
Q3 		$2.2M Buy
9,824
+853
+10% +$189K 0.4% 49
2021
Q2 		$2.01M Buy
8,971
+1,789
+25% +$402K 0.48% 39
2021
Q1 		$1.64M Buy
+7,182
New +$1.57M 0.42% 49
2020
Q3 		– Sell
-2,900
Closed -$456K – 235
2020
Q2 		$456K Buy
+2,900
New +$381K 0.17% 118

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
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
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Intrua Financial's IWM Position: Q2 2026 in Review

Intrua Financial reduced its iShares Russell 2000 ETF (IWM) stake by 59% in Q2 2026, selling an estimated $2.14M and leaving 5,345 shares worth $1.61M. The position accounts for 0.15% of the portfolio, ranked #114.

Intrua Financial first reported a position in IWM in Q2 2020 and has held it in 23 quarters since. The position peaked at $5.62M in Q4 2024. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Intrua Financial held 5,345 shares of iShares Russell 2000 ETF worth $1.61M as of Q2 2026.
  • Intrua Financial sold 7,601 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.14M.
  • iShares Russell 2000 ETF made up 0.15% of Intrua Financial's portfolio in Q2 2026, its #114 holding.
  • Intrua Financial first reported a position in iShares Russell 2000 ETF in Q2 2020 and has held it in 23 quarters since.
  • Intrua Financial's iShares Russell 2000 ETF position peaked at $5.62M in Q4 2024.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.