KPP Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

KPP Advisory Services’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	$255K	Hold	850	–	–	0.03%	326
2026 Q1	$211K	Buy	+850	New	+$219K	0.03%	333
2025 Q4	–	Sell	-850	Closed	-$206K	–	339
2025 Q3	$206K	Sell	850 -96	-10%	-$22K	0.03%	321
2025 Q2	$204K	Buy	+946	New	+$190K	0.03%	297

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

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

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

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

KPP Advisory Services's IWM Position: Q2 2026 in Review

KPP Advisory Services held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 850 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #326.

KPP Advisory Services first reported a position in IWM in Q2 2025 and has held it in 4 quarters since. 943 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

KPP Advisory Services held 850 shares of iShares Russell 2000 ETF worth $255K as of Q2 2026.
KPP Advisory Services left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.03% of KPP Advisory Services's portfolio in Q2 2026, its #326 holding.
KPP Advisory Services first reported a position in iShares Russell 2000 ETF in Q2 2025 and has held it in 4 quarters since.
943 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.