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Kondo Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Kondo Wealth 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 		$647K Sell
2,154
-23
-1% -$6.46K 0.22% 41
2026
Q1 		$540K Sell
2,177
-20
-0.9% -$5.16K 0.2% 42
2025
Q4 		$541K Sell
2,197
-1
-0% -$246 0.21% 41
2025
Q3 		$532K Sell
2,198
-3
-0.1% -$688 0.21% 39
2025
Q2 		$480K Sell
2,201
-52
-2% -$10.5K 0.21% 39
2025
Q1 		$450K Sell
2,253
-169
-7% -$36.7K 0.22% 37
2024
Q4 		$535K Buy
+2,422
New +$552K 0.27% 36

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
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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Kondo Wealth Advisors's IWM Position: Q2 2026 in Review

Kondo Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 1.1% in Q2 2026, selling an estimated $6.46K and leaving 2,154 shares worth $647K. The position accounts for 0.22% of the portfolio, ranked #41.

Kondo Wealth Advisors first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 1,096 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Kondo Wealth Advisors held 2,154 shares of iShares Russell 2000 ETF worth $647K as of Q2 2026.
  • Kondo Wealth Advisors sold 23 iShares Russell 2000 ETF shares in Q2 2026, an estimated $6.46K.
  • iShares Russell 2000 ETF made up 0.22% of Kondo Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • Kondo Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,096 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Kondo Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.