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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 		$7.21M Sell
24,100
-3,600
-13% -$1.01M 2.34% 12
2026
Q1 		$37.7K Buy
+27,700
New +$7.15M 0.02% 173
2024
Q2 		– Sell
-10,000
Closed -$3.3K – 145
2024
Q1 		$3.3K Buy
+10,000
New +$1.99M ﹤0.01% 129

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
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 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

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. 1,263 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.
  • 1,263 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.