Koss-Olinger Consulting’s iShares Russell 2000 ETF IWM Stock Holding History

Koss-Olinger Consulting’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	$325K	Sell	1,081 -172	-14%	-$48.3K	0.03%	121
2026 Q1	$311K	Sell	1,253 -109	-8%	-$28.1K	0.03%	203
2025 Q4	$335K	Buy	1,362 +265	+24%	+$65.2K	0.03%	208
2025 Q3	$237K	Sell	1,097 -325	-23%	-$74.6K	0.02%	282
2025 Q2	$307K	Sell	1,422 -177	-11%	-$35.6K	0.03%	267
2025 Q1	$319K	Buy	+1,599	New	+$347K	0.03%	252
2024 Q4	–	Sell	-922	Closed	-$204K	–	239
2024 Q3	$204K	Buy	+922	New	+$197K	0.02%	258
2024 Q1	–	Sell	-1,519	Closed	-$305K	–	177
2023 Q4	$305K	Buy	+1,519	New	+$272K	0.03%	236
2022 Q2	–	Sell	-1,194	Closed	-$245K	–	198
2022 Q1	$245K	Sell	1,194 -781	-40%	-$159K	0.04%	161
2021 Q4	$439K	Buy	1,975 +800	+68%	+$181K	0.07%	123
2021 Q3	$257K	Sell	1,175 -149	-11%	-$33K	0.04%	189
2021 Q2	$304K	Sell	1,324 -385	-23%	-$86.6K	0.05%	185
2021 Q1	$378K	Buy	+1,709	New	+$373K	0.06%	156

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Koss-Olinger Consulting's IWM Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its iShares Russell 2000 ETF (IWM) stake by 14% in Q2 2026, selling an estimated $48.3K and leaving 1,081 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #121.

Koss-Olinger Consulting first reported a position in IWM in Q1 2021 and has held it in 13 quarters since. The position peaked at $439K in Q4 2021. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Koss-Olinger Consulting held 1,081 shares of iShares Russell 2000 ETF worth $325K as of Q2 2026.
Koss-Olinger Consulting sold 172 iShares Russell 2000 ETF shares in Q2 2026, an estimated $48.3K.
iShares Russell 2000 ETF made up 0.03% of Koss-Olinger Consulting's portfolio in Q2 2026, its #121 holding.
Koss-Olinger Consulting first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 13 quarters since.
Koss-Olinger Consulting's iShares Russell 2000 ETF position peaked at $439K in Q4 2021.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.