KEB Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

KEB Asset Management’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	$627K	Hold	2,086	–	–	0.1%	59
2026 Q1	$517K	Buy	2,086 +75	+4%	+$19.3K	0.1%	57
2025 Q4	$495K	Hold	2,011	–	–	0.1%	63
2025 Q3	$487K	Hold	2,011	–	–	0.11%	62
2025 Q2	$434K	Hold	2,011	–	–	0.11%	62
2025 Q1	$401K	Hold	2,011	–	–	0.11%	53
2024 Q4	$444K	Hold	2,011	–	–	0.13%	45
2024 Q3	$444K	Hold	2,011	–	–	0.13%	48
2024 Q2	$408K	Hold	2,011	–	–	0.14%	46
2024 Q1	$423K	Hold	2,011	–	–	0.14%	43
2023 Q4	$404K	Hold	2,011	–	–	0.15%	40
2023 Q3	$355K	Hold	2,011	–	–	0.15%	38
2023 Q2	$377K	Hold	2,011	–	–	0.16%	38
2023 Q1	$359K	Hold	2,011	–	–	0.16%	37
2022 Q4	$351K	Sell	2,011 -1,725	-46%	-$307K	0.19%	38
2022 Q3	$616K	Hold	3,736	–	–	0.39%	27
2022 Q2	$633K	Buy	3,736 +1,713	+85%	+$316K	0.4%	23
2022 Q1	$415K	Hold	2,023	–	–	0.28%	27
2021 Q4	$450K	Buy	+2,023	New	+$457K	0.29%	27

Other funds holding IWM

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

KEB Asset Management's IWM Position: Q2 2026 in Review

KEB Asset Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 2,086 shares worth $627K. The position accounts for 0.1% of the portfolio, ranked #59.

KEB Asset Management first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. The position peaked at $633K in Q2 2022. 593 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

KEB Asset Management held 2,086 shares of iShares Russell 2000 ETF worth $627K as of Q2 2026.
KEB Asset Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.1% of KEB Asset Management's portfolio in Q2 2026, its #59 holding.
KEB Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
KEB Asset Management's iShares Russell 2000 ETF position peaked at $633K in Q2 2022.
593 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on KEB Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.