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Mountain Hill Investment Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Mountain Hill Investment Partners’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 		$302K Hold
1,004
– – 0.17% 30
2026
Q1 		$249K Sell
1,004
-50
-5% -$12.9K 0.15% 32
2025
Q4 		$259K Sell
1,054
-50
-5% -$12.3K 0.19% 32
2025
Q3 		$267K Sell
1,104
-100
-8% -$22.9K 0.23% 34
2025
Q2 		$260K Hold
1,204
– – 0.22% 38
2025
Q1 		$240K Buy
1,204
+100
+9% +$21.7K 0.23% 37
2024
Q4 		$244K Buy
+1,104
New +$252K 0.25% 34

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
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
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Mountain Hill Investment Partners's IWM Position: Q2 2026 in Review

Mountain Hill Investment Partners held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,004 shares worth $302K. The position accounts for 0.17% of the portfolio, ranked #30.

Mountain Hill Investment Partners first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Mountain Hill Investment Partners held 1,004 shares of iShares Russell 2000 ETF worth $302K as of Q2 2026.
  • Mountain Hill Investment Partners left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.17% of Mountain Hill Investment Partners's portfolio in Q2 2026, its #30 holding.
  • Mountain Hill Investment Partners first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.