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Monarch Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Monarch Capital 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 		$337K Buy
1,121
+137
+14% +$38.5K 0.08% 116
2026
Q1 		$244K Hold
984
– – 0.06% 122
2025
Q4 		$242K Hold
984
– – 0.06% 118
2025
Q3 		$238K Buy
984
+30
+3% +$6.88K 0.06% 115
2025
Q2 		$206K Buy
+954
New +$192K 0.06% 116
2025
Q1 		– Sell
-954
Closed -$211K – 117
2024
Q4 		$211K Hold
954
– – 0.06% 112
2024
Q3 		$211K Buy
+954
New +$204K 0.06% 116

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

Monarch Capital Management's IWM Position: Q2 2026 in Review

Monarch Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 14% in Q2 2026, buying an estimated $38.5K and bringing the position to 1,121 shares worth $337K. The position accounts for 0.08% of the portfolio, ranked #116.

Monarch Capital Management first reported a position in IWM in Q3 2024 and has held it in 7 quarters since. 1,350 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Monarch Capital Management held 1,121 shares of iShares Russell 2000 ETF worth $337K as of Q2 2026.
  • Monarch Capital Management bought 137 iShares Russell 2000 ETF shares in Q2 2026, an estimated $38.5K.
  • iShares Russell 2000 ETF made up 0.08% of Monarch Capital Management's portfolio in Q2 2026, its #116 holding.
  • Monarch Capital Management first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,350 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.