Investors Research Corp’s iShares Russell 2000 ETF IWM Stock Holding History

Investors Research Corp’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	$584K	Sell	1,945 -973	-33%	-$273K	0.1%	157
2026 Q1	$724K	Sell	2,918 -190	-6%	-$49K	0.14%	134
2025 Q4	$765K	Hold	3,108	–	–	0.14%	135
2025 Q3	$752K	Sell	3,108 -270	-8%	-$62K	0.14%	151
2025 Q2	$729K	Hold	3,378	–	–	0.14%	151
2025 Q1	$674K	Buy	3,378 +58	+2%	+$12.6K	0.15%	151
2024 Q4	$734K	Hold	3,320	–	–	0.16%	147
2024 Q3	$733K	Hold	3,320	–	–	0.16%	157
2024 Q2	$674K	Hold	3,320	–	–	0.16%	168
2024 Q1	$698K	Sell	3,320 -84	-2%	-$16.8K	0.16%	165
2023 Q4	$683K	Hold	3,404	–	–	0.16%	159
2023 Q3	$602K	Hold	3,404	–	–	0.16%	174
2023 Q2	$637K	Hold	3,404	–	–	0.16%	162
2023 Q1	$607K	Hold	3,404	–	–	0.16%	174
2022 Q4	$594K	Buy	3,404 +12	+0.4%	+$2.13K	0.16%	180
2022 Q3	$559K	Buy	3,392 +42	+1%	+$7.66K	0.17%	165
2022 Q2	$567K	Buy	3,350 +42	+1%	+$7.74K	0.17%	175
2022 Q1	$679K	Hold	3,308	–	–	0.19%	145
2021 Q4	$736K	Hold	3,308	–	–	0.22%	126
2021 Q3	$724K	Hold	3,308	–	–	0.24%	125
2021 Q2	$759K	Hold	3,308	–	–	0.26%	124
2021 Q1	$731K	Hold	3,308	–	–	0.28%	128
2020 Q4	$649K	Hold	3,308	–	–	0.26%	139
2020 Q3	$496K	Hold	3,308	–	–	0.24%	132
2020 Q2	$474K	Hold	3,308	–	–	0.24%	143
2020 Q1	$379K	Hold	3,308	–	–	0.24%	154
2019 Q4	$548K	Hold	3,308	–	–	0.25%	135
2019 Q3	$501K	Buy	+3,308	New	+$505K	0.25%	133

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

Investors Research Corp's IWM Position: Q2 2026 in Review

Investors Research Corp reduced its iShares Russell 2000 ETF (IWM) stake by 33% in Q2 2026, selling an estimated $273K and leaving 1,945 shares worth $584K. The position accounts for 0.1% of the portfolio, ranked #157.

Investors Research Corp first reported a position in IWM in Q3 2019 and has held it in 28 quarters since. The position peaked at $765K in Q4 2025. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Investors Research Corp held 1,945 shares of iShares Russell 2000 ETF worth $584K as of Q2 2026.
Investors Research Corp sold 973 iShares Russell 2000 ETF shares in Q2 2026, an estimated $273K.
iShares Russell 2000 ETF made up 0.1% of Investors Research Corp's portfolio in Q2 2026, its #157 holding.
Investors Research Corp first reported a position in iShares Russell 2000 ETF in Q3 2019 and has held it in 28 quarters since.
Investors Research Corp's iShares Russell 2000 ETF position peaked at $765K in Q4 2025.
1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.