MFG
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Magnus Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Magnus Financial 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 		$635K Sell
2,113
-89
-4% -$25K 0.04% 210
2026
Q1 		$546K Buy
2,202
+198
+10% +$51.1K 0.04% 215
2025
Q4 		$493K Buy
2,004
+71
+4% +$17.5K 0.04% 262
2025
Q3 		$468K Buy
1,933
+1
+0.1% +$229 0.04% 265
2025
Q2 		$417K Buy
1,932
+1
+0.1% +$201 0.04% 255
2025
Q1 		$385K Buy
1,931
+89
+5% +$19.3K 0.04% 256
2024
Q4 		$407K Buy
1,842
+236
+15% +$53.8K 0.04% 243
2024
Q3 		$355K Sell
1,606
-153
-9% -$32.7K 0.04% 249
2024
Q2 		$357K Sell
1,759
-5
-0.3% -$1.01K 0.04% 234
2024
Q1 		$371K Buy
1,764
+102
+6% +$20.3K 0.04% 221
2023
Q4 		$334K Buy
1,662
+432
+35% +$77.4K 0.04% 211
2023
Q3 		$217K Buy
+1,230
New +$231K 0.03% 242
2023
Q1 		– Sell
-1,990
Closed -$347K – 285
2022
Q4 		$347K Sell
1,990
-340
-15% -$60.5K 0.06% 193
2022
Q3 		$384K Buy
2,330
+235
+11% +$42.9K 0.07% 164
2022
Q2 		$355K Sell
2,095
-820
-28% -$151K 0.07% 190
2022
Q1 		$598K Sell
2,915
-987
-25% -$201K 0.1% 143
2021
Q4 		$868K Buy
3,902
+365
+10% +$82.5K 0.16% 97
2021
Q3 		$774K Sell
3,537
-1,166
-25% -$258K 0.16% 92
2021
Q2 		$1.08M Buy
4,703
+706
+18% +$159K 0.24% 66
2021
Q1 		$883K Sell
3,997
-14,300
-78% -$3.12M 0.21% 67
2020
Q4 		$3.59M Buy
18,297
+7,878
+76% +$1.38M 0.36% 29
2020
Q3 		$1.56M Buy
10,419
+1
+0% +$150 0.18% 47
2020
Q2 		$1.49M Sell
10,418
-228
-2% -$29.9K 0.17% 51
2020
Q1 		$1.22M Sell
10,646
-9,517
-47% -$1.42M 0.17% 62
2019
Q4 		$3.34M Buy
20,163
+9,923
+97% +$1.57M 0.48% 29
2019
Q3 		$1.55M Sell
10,240
-2,100
-17% -$321K 0.29% 43
2019
Q2 		$1.92M Sell
12,340
-11,708
-49% -$1.8M 0.37% 33
2019
Q1 		$3.68M Buy
24,048
+9,948
+71% +$1.49M 0.75% 19
2018
Q4 		$1.89M Buy
+14,100
New +$2.1M 0.5% 26

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

Magnus Financial Group's IWM Position: Q2 2026 in Review

Magnus Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 4% in Q2 2026, selling an estimated $25K and leaving 2,113 shares worth $635K. The position accounts for 0.04% of the portfolio, ranked #210.

Magnus Financial Group first reported a position in IWM in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.68M in Q1 2019. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Magnus Financial Group held 2,113 shares of iShares Russell 2000 ETF worth $635K as of Q2 2026.
  • Magnus Financial Group sold 89 iShares Russell 2000 ETF shares in Q2 2026, an estimated $25K.
  • iShares Russell 2000 ETF made up 0.04% of Magnus Financial Group's portfolio in Q2 2026, its #210 holding.
  • Magnus Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 29 quarters since.
  • Magnus Financial Group's iShares Russell 2000 ETF position peaked at $3.68M in Q1 2019.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.