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

Mendota 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	$201K	Buy	+670	New	+$188K	0.12%	33
2026 Q1	–	Sell	-668	Closed	-$165K	–	65
2025 Q4	$165K	Buy	668 +1	+0.1%	+$246	0.12%	36
2025 Q3	$161K	Buy	+667	New	+$153K	0.12%	36
2025 Q1	–	Sell	-25	Closed	-$5.6K	–	239
2024 Q4	$5.6K	Hold	25	–	–	﹤0.01%	261
2024 Q3	$5.6K	Buy	+25	New	+$5.35K	﹤0.01%	265
2024 Q1	–	Sell	-458	Closed	-$91.9K	–	358
2023 Q4	$91.9K	Buy	+458	New	+$82.1K	0.07%	153

Other funds holding IWM

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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

AHC

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

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

OFS Enterprise Kearney, Nebraska $392M AUM

EWM

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

VFA

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

HCM

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

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

Mendota Financial Group opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 670 shares worth $201K. The stake represents 0.12% of the portfolio and ranks #33 among its holdings. This is a return to the name: Mendota Financial Group previously reported a position in IWM as recently as Q4 2025.

Mendota Financial Group first reported a position in IWM in Q4 2023 and has held it in 6 quarters since. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Mendota Financial Group held 670 shares of iShares Russell 2000 ETF worth $201K as of Q2 2026.
iShares Russell 2000 ETF was a new Mendota Financial Group position in Q2 2026.
iShares Russell 2000 ETF made up 0.12% of Mendota Financial Group's portfolio in Q2 2026, its #33 holding.
Mendota Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 6 quarters since.
526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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