Mogy Joel R Investment Counsel’s iShares Russell 2000 ETF IWM Stock Holding History

Mogy Joel R Investment Counsel’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	$257K	Hold	855	–	–	0.01%	98
2026 Q1	$212K	Hold	855	–	–	0.01%	95
2025 Q4	$210K	Hold	855	–	–	0.01%	96
2025 Q3	$207K	Hold	855	–	–	0.01%	97
2025 Q2	$185K	Sell	855 -145	-15%	-$29.2K	0.01%	97
2025 Q1	$199K	Buy	1,000 +680	+213%	+$148K	0.01%	95
2024 Q4	$70.7K	Hold	320	–	–	﹤0.01%	106
2024 Q3	$70.7K	Hold	320	–	–	﹤0.01%	110
2024 Q2	$64.9K	Hold	320	–	–	﹤0.01%	105
2024 Q1	$67.3K	Hold	320	–	–	﹤0.01%	113
2023 Q4	$64.2K	Sell	320 -300	-48%	-$53.7K	﹤0.01%	103
2023 Q3	$110K	Hold	620	–	–	0.01%	103
2023 Q2	$116K	Sell	620 -15	-2%	-$2.67K	0.01%	113
2023 Q1	$113K	Buy	+635	New	+$117K	0.01%	115
2022 Q2	–	Sell	-1,050	Closed	-$216K	–	111
2022 Q1	$216K	Sell	1,050 -3,400	-76%	-$694K	0.02%	111
2021 Q4	$990K	Buy	4,450 +3,400	+324%	+$768K	0.07%	81
2021 Q3	$230K	Hold	1,050	–	–	0.02%	108
2021 Q2	$241K	Hold	1,050	–	–	0.02%	106
2021 Q1	$232K	Sell	1,050 -1,800	-63%	-$393K	0.02%	106
2020 Q4	$559K	Hold	2,850	–	–	0.06%	86
2020 Q3	$427K	Buy	+2,850	New	+$429K	0.05%	91
2020 Q2	–	Sell	-5,234	Closed	-$599K	–	106
2020 Q1	$599K	Sell	5,234 -2,072	-28%	-$309K	0.09%	79
2019 Q4	$1.21M	Hold	7,306	–	–	0.15%	74
2019 Q3	$1.11M	Sell	7,306 -1,000	-12%	-$153K	0.14%	79
2019 Q2	$1.29M	Buy	8,306 +1,767	+27%	+$272K	0.17%	72
2019 Q1	$1M	Sell	6,539 -50	-0.8%	-$7.51K	0.14%	74
2018 Q4	$882K	Sell	6,589 -15	-0.2%	-$2.24K	0.14%	76
2018 Q3	$1.11M	Sell	6,604 -150	-2%	-$25.3K	0.15%	74
2018 Q2	$1.11M	Sell	6,754 -628	-9%	-$100K	0.16%	72
2018 Q1	$1.12M	Hold	7,382	–	–	0.17%	71
2017 Q4	$1.13M	Hold	7,382	–	–	0.18%	72
2017 Q3	$1.09M	Hold	7,382	–	–	0.18%	73
2017 Q2	$1.04M	Buy	7,382 +434	+6%	+$60.1K	0.18%	72
2017 Q1	$955K	Sell	6,948 -50	-0.7%	-$6.83K	0.16%	77
2016 Q4	$944K	Hold	6,998	–	–	0.17%	77
2016 Q3	$869K	Hold	6,998	–	–	0.16%	81
2016 Q2	$805K	Sell	6,998 -150	-2%	-$16.9K	0.15%	85
2016 Q1	$791K	Buy	7,148 +6,454	+930%	+$668K	0.15%	85
2015 Q4	$782	Sell	694 -5,654	-89%	-$652K	0.15%	84
2015 Q3	$693K	Sell	6,348 -300	-5%	-$35.6K	0.14%	89
2015 Q2	$830K	Sell	6,648 -850	-11%	-$106K	0.16%	86
2015 Q1	$933K	Sell	7,498 -200	-3%	-$24.1K	0.17%	85
2014 Q4	$921K	Sell	7,698 -190	-2%	-$21.7K	0.17%	83
2014 Q3	$863K	Hold	7,888	–	–	0.17%	84
2014 Q2	$937K	Sell	7,888 -1,340	-15%	-$152K	0.19%	80
2014 Q1	$1.07M	Sell	9,228 -450	-5%	-$51.9K	0.22%	76
2013 Q4	$1.12M	Hold	9,678	–	–	0.24%	72
2013 Q3	$1.03M	Sell	9,678 -825	-8%	-$85.4K	0.24%	74
2013 Q2	$1.02M	Buy	+10,503	New	+$1M	0.25%	73

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Mogy Joel R Investment Counsel's IWM Position: Q2 2026 in Review

Mogy Joel R Investment Counsel held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 855 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #98.

Mogy Joel R Investment Counsel first reported a position in IWM in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.29M in Q2 2019. 1,350 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Mogy Joel R Investment Counsel held 855 shares of iShares Russell 2000 ETF worth $257K as of Q2 2026.
Mogy Joel R Investment Counsel left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.01% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #98 holding.
Mogy Joel R Investment Counsel first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 49 quarters since.
Mogy Joel R Investment Counsel's iShares Russell 2000 ETF position peaked at $1.29M in Q2 2019.
1,350 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.