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Ironwood Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Ironwood 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 		$861K Sell
2,934
-49
-2% -$13.8K 0.13% 97
2026
Q1 		$740K Sell
2,983
-72
-2% -$18.6K 0.13% 99
2025
Q4 		$799K Sell
3,055
-474
-13% -$117K 0.14% 94
2025
Q3 		$854K Sell
3,529
-147
-4% -$33.7K 0.15% 90
2025
Q2 		$733K Hold
3,676
– – 0.16% 93
2025
Q1 		$733K Sell
3,676
-183
-5% -$39.7K 0.16% 93
2024
Q4 		$853K Sell
3,859
-166
-4% -$37.8K 0.18% 82
2024
Q3 		$889K Sell
4,025
-132
-3% -$28.2K 0.19% 77
2024
Q2 		$843K Sell
4,157
-21
-0.5% -$4.24K 0.19% 79
2024
Q1 		$879K Sell
4,178
-171
-4% -$34.1K 0.2% 77
2023
Q4 		$873K Sell
4,349
-102
-2% -$18.3K 0.21% 77
2023
Q3 		$787K Buy
4,451
+239
+6% +$44.9K 0.21% 69
2023
Q2 		$789K Sell
4,212
-9
-0.2% -$1.6K 0.21% 69
2023
Q1 		$753K Sell
4,221
-52
-1% -$9.57K 0.21% 71
2022
Q4 		$745K Sell
4,273
-832
-16% -$148K 0.23% 70
2022
Q3 		$842K Sell
5,105
-77
-1% -$14K 0.28% 62
2022
Q2 		$878K Sell
5,182
-11
-0.2% -$2.03K 0.28% 63
2022
Q1 		$1.07M Sell
5,193
-241
-4% -$49.2K 0.3% 60
2021
Q4 		$1.21M Sell
5,434
-41
-0.7% -$9.26K 0.33% 55
2021
Q3 		$1.2M Sell
5,475
-56
-1% -$12.4K 0.35% 54
2021
Q2 		$1.27M Sell
5,531
-319
-5% -$71.7K 0.38% 52
2021
Q1 		$1.29M Buy
5,850
+5,340
+1,047% +$1.17M 0.42% 45
2020
Q4 		$100K Buy
510
+1
+0.2% +$175 0.04% 122
2020
Q3 		$76K Buy
509
+21
+4% +$3.16K 0.04% 97
2020
Q2 		$70K Buy
488
+58
+13% +$7.61K 0.04% 91
2020
Q1 		$49K Sell
430
-1,075
-71% -$160K 0.03% 85
2019
Q4 		$249K Buy
1,505
+1
+0.1% +$158 0.11% 45
2019
Q3 		$228K Sell
1,504
-17
-1% -$2.6K 0.11% 46
2019
Q2 		$237K Hold
1,521
– – 0.12% 47
2019
Q1 		$233K Hold
1,521
– – 0.12% 48
2018
Q4 		$204K Buy
1,521
+1,468
+2,770% +$219K 0.11% 47
2018
Q3 		$9K Buy
53
+18
+51% +$3.04K ﹤0.01% 260
2018
Q2 		$6K Buy
+35
New +$5.6K ﹤0.01% 226
2015
Q3 		$2K Hold
18
– – ﹤0.01% 331
2015
Q2 		$2K Sell
18
-100
-85% -$12.5K ﹤0.01% 298
2015
Q1 		$15K Sell
118
-4
-3% -$482 0.01% 181
2014
Q4 		$15K Buy
+122
New +$14K 0.01% 156

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
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
WT
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

Ironwood Financial's IWM Position: Q2 2026 in Review

Ironwood Financial reduced its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q2 2026, selling an estimated $13.8K and leaving 2,934 shares worth $861K. The position accounts for 0.13% of the portfolio, ranked #97.

Ironwood Financial first reported a position in IWM in Q4 2014 and has held it in 37 quarters since. The position peaked at $1.29M in Q1 2021. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Ironwood Financial held 2,934 shares of iShares Russell 2000 ETF worth $861K as of Q2 2026.
  • Ironwood Financial sold 49 iShares Russell 2000 ETF shares in Q2 2026, an estimated $13.8K.
  • iShares Russell 2000 ETF made up 0.13% of Ironwood Financial's portfolio in Q2 2026, its #97 holding.
  • Ironwood Financial first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 37 quarters since.
  • Ironwood Financial's iShares Russell 2000 ETF position peaked at $1.29M in Q1 2021.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.