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Mine & Arao Wealth Creation & Management’s iShares Russell 2000 ETF IWM Stock Holding History

Mine & Arao Wealth Creation & Management’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 		$383K Buy
1,274
+3
+0.2% +$843 0.14% 57
2026
Q1 		$315K Buy
1,271
+1
+0.1% +$258 0.13% 61
2025
Q4 		$313K Buy
1,270
+3
+0.2% +$738 0.12% 63
2025
Q3 		$306K Sell
1,267
-22
-2% -$5.05K 0.12% 61
2025
Q2 		$278K Sell
1,289
-98
-7% -$19.7K 0.12% 65
2025
Q1 		$277K Sell
1,387
-47
-3% -$10.2K 0.13% 62
2024
Q4 		$317K Sell
1,434
-86
-6% -$19.6K 0.15% 57
2024
Q3 		$336K Buy
1,520
+4
+0.3% +$856 0.16% 59
2024
Q2 		$308K Sell
1,516
-48
-3% -$9.7K 0.15% 59
2024
Q1 		$329K Sell
1,564
-21
-1% -$4.19K 0.16% 59
2023
Q4 		$318K Buy
1,585
+9
+0.6% +$1.61K 0.17% 57
2023
Q3 		$278K Sell
1,576
-61
-4% -$11.5K 0.17% 56
2023
Q2 		$306K Buy
1,637
+4
+0.2% +$713 0.18% 56
2023
Q1 		$291K Sell
1,633
-82
-5% -$15.1K 0.19% 58
2022
Q4 		$299K Buy
1,715
+12
+0.7% +$2.13K 0.22% 52
2022
Q3 		$281K Hold
1,703
– – 0.21% 53
2022
Q2 		$288K Buy
1,703
+136
+9% +$25.1K 0.2% 54
2022
Q1 		$322K Buy
1,567
+2
+0.1% +$408 0.19% 54
2021
Q4 		$348K Buy
1,565
+5
+0.3% +$1.13K 0.19% 53
2021
Q3 		$341K Sell
1,560
-200
-11% -$44.3K 0.2% 54
2021
Q2 		$404K Buy
1,760
+1
+0.1% +$225 0.24% 50
2021
Q1 		$389K Hold
1,759
– – 0.26% 50
2020
Q4 		$345K Buy
1,759
+1
+0.1% +$175 0.25% 47
2020
Q3 		$263K Buy
1,758
+2
+0.1% +$301 0.22% 53
2020
Q2 		$251K Buy
1,756
+2
+0.1% +$262 0.24% 47
2020
Q1 		$201K Sell
1,754
-332
-16% -$49.5K 0.23% 49
2019
Q4 		$346K Buy
+2,086
New +$330K 0.32% 41

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
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 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

Mine & Arao Wealth Creation & Management's IWM Position: Q2 2026 in Review

Mine & Arao Wealth Creation & Management increased its iShares Russell 2000 ETF (IWM) stake by 0.24% in Q2 2026, buying an estimated $843 and bringing the position to 1,274 shares worth $383K. The position accounts for 0.14% of the portfolio, ranked #57.

Mine & Arao Wealth Creation & Management first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. The position peaked at $404K in Q2 2021. 1,250 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Mine & Arao Wealth Creation & Management held 1,274 shares of iShares Russell 2000 ETF worth $383K as of Q2 2026.
  • Mine & Arao Wealth Creation & Management bought 3 iShares Russell 2000 ETF shares in Q2 2026, an estimated $843.
  • iShares Russell 2000 ETF made up 0.14% of Mine & Arao Wealth Creation & Management's portfolio in Q2 2026, its #57 holding.
  • Mine & Arao Wealth Creation & Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
  • Mine & Arao Wealth Creation & Management's iShares Russell 2000 ETF position peaked at $404K in Q2 2021.
  • 1,250 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2026, filed 23 Jul 2026.