Key Client Fiduciary Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Key Client Fiduciary Advisors’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	$60.1K	Buy	+200	New	+$56.2K	0.02%	223

Other funds holding IWM

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

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

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

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

Wealth Enhancement Advisory Services

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

OFS Enterprise Kearney, Nebraska $392M AUM

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

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Key Client Fiduciary Advisors's IWM Position: Q2 2026 in Review

Key Client Fiduciary Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 540 shares worth $162K. The stake represents 0.05% of the portfolio and ranks #211 among its holdings.

479 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Key Client Fiduciary Advisors held 540 shares of iShares Russell 2000 ETF worth $162K as of Q2 2026.
iShares Russell 2000 ETF was a new Key Client Fiduciary Advisors position in Q2 2026.
iShares Russell 2000 ETF made up 0.05% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #211 holding.
479 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.