KIG
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Kessler Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History

Kessler Investment Group’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 		$429K Hold
1,429
– – 0.18% 54
2026
Q1 		$354K Buy
1,429
+85
+6% +$21.9K 0.17% 59
2025
Q4 		$331K Buy
1,344
+1
+0.1% +$246 0.14% 70
2025
Q3 		$325K Sell
1,343
-60
-4% -$13.8K 0.14% 69
2025
Q2 		$303K Buy
1,403
+16
+1% +$3.22K 0.12% 71
2025
Q1 		$277K Sell
1,387
-182
-12% -$39.5K 0.14% 71
2024
Q4 		$347K Sell
1,569
-307
-16% -$70K 0.16% 65
2024
Q3 		$415K Buy
1,876
+1,852
+7,717% +$396K 0.21% 61
2024
Q2 		$4.91K Sell
24
-144
-86% -$29.1K ﹤0.01% 145
2024
Q1 		$35.4K Buy
+168
New +$33.5K 0.02% 95
2023
Q4 		– Sell
-50
Closed -$8.88K – 173
2023
Q3 		$8.88K Buy
50
+5
+11% +$939 0.01% 117
2023
Q2 		$8.61K Hold
45
– – 0.01% 125
2023
Q1 		$8.06K Buy
+45
New +$8.29K 0.01% 132
2022
Q1 		– Sell
-53
Closed -$12K – 188
2021
Q4 		$12K Sell
53
-614
-92% -$139K 0.01% 132
2021
Q3 		$146K Buy
+667
New +$148K 0.1% 71
2017
Q1 		– Sell
-400
Closed -$54K – 104
2016
Q4 		$54K Buy
+400
New +$51.1K 0.06% 62
2015
Q4 		– Sell
-3,900
Closed -$426K – 104
2015
Q3 		$426K Buy
+3,900
New +$462K 0.7% 41

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
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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Kessler Investment Group's IWM Position: Q2 2026 in Review

Kessler Investment Group held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,429 shares worth $429K. The position accounts for 0.18% of the portfolio, ranked #54.

Kessler Investment Group first reported a position in IWM in Q3 2015 and has held it in 17 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Kessler Investment Group held 1,429 shares of iShares Russell 2000 ETF worth $429K as of Q2 2026.
  • Kessler Investment Group left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.18% of Kessler Investment Group's portfolio in Q2 2026, its #54 holding.
  • Kessler Investment Group first reported a position in iShares Russell 2000 ETF in Q3 2015 and has held it in 17 quarters since.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Kessler Investment Group's 13F filing for Q2 2026, filed 13 Jul 2026.