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Kaizen Financial Strategies’s iShares Russell 2000 ETF IWM Stock Holding History

Kaizen Financial Strategies’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 		$618K Hold
2,063
– – 0.2% 76
2026
Q1 		$557K Buy
2,063
+1
+0% +$258 0.24% 79
2025
Q4 		$508K Buy
2,062
+1
+0% +$246 0.22% 77
2025
Q3 		$495K Sell
2,061
-722
-26% -$166K 0.22% 80
2025
Q2 		$600K Sell
2,783
-68
-2% -$13.7K 0.31% 65
2025
Q1 		$569K Buy
2,851
+1,202
+73% +$261K 0.33% 56
2024
Q4 		$364K Buy
1,649
+203
+14% +$46.3K 0.21% 85
2024
Q3 		$319K Sell
1,446
-98
-6% -$21K 0.19% 95
2024
Q2 		$344K Buy
1,544
+272
+21% +$55K 0.21% 79
2024
Q1 		$268K Buy
1,272
+1
+0.1% +$199 0.18% 96
2023
Q4 		$255K Buy
1,271
+104
+9% +$18.6K 0.19% 91
2023
Q3 		$206K Hold
1,167
– – 0.17% 102
2023
Q2 		$224K Sell
1,167
-196
-14% -$34.9K 0.19% 100
2023
Q1 		$243K Buy
1,363
+201
+17% +$37K 0.24% 80
2022
Q4 		$217K Sell
1,162
-1,419
-55% -$252K 0.21% 108
2022
Q3 		$426K Buy
2,581
+5
+0.2% +$912 0.43% 56
2022
Q2 		$436K Sell
2,576
-303
-11% -$55.9K 0.43% 62
2022
Q1 		$591K Sell
2,879
-633
-18% -$129K 0.46% 53
2021
Q4 		$781K Sell
3,512
-4,496
-56% -$1.02M 0.58% 46
2021
Q3 		$1.75M Buy
+8,008
New +$1.78M 1.41% 17
2021
Q1 		$1.69M Buy
7,629
+3,608
+90% +$788K 1.61% 13
2020
Q4 		$788K Buy
+4,021
New +$704K 0.88% 30

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kaizen Financial Strategies's IWM Position: Q2 2026 in Review

Kaizen Financial Strategies held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 2,063 shares worth $618K. The position accounts for 0.2% of the portfolio, ranked #76.

Kaizen Financial Strategies first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.75M in Q3 2021. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Kaizen Financial Strategies held 2,063 shares of iShares Russell 2000 ETF worth $618K as of Q2 2026.
  • Kaizen Financial Strategies left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.2% of Kaizen Financial Strategies's portfolio in Q2 2026, its #76 holding.
  • Kaizen Financial Strategies first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
  • Kaizen Financial Strategies's iShares Russell 2000 ETF position peaked at $1.75M in Q3 2021.
  • 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.