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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
Q1 		– Sell
-13,700
Closed -$46.3K – 181
2025
Q4 		$46.3K Buy
+13,700
New +$3.37M 0.02% 164

Other funds holding IWM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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. 1,615 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.
  • 1,615 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.