Mullaney, Keating & Wright’s iShares Russell 2000 ETF IWM Stock Holding History

Mullaney, Keating & Wright’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	$385K	Buy	1,281 +45	+4%	+$12.6K	0.19%	53
2026 Q1	$306K	Buy	1,236 +223	+22%	+$57.5K	0.17%	55
2025 Q4	$249K	Buy	1,013 +3	+0.3%	+$738	0.13%	63
2025 Q3	$244K	Buy	+1,010	New	+$232K	0.14%	59

Other funds holding IWM

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

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

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

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

OFS Enterprise Kearney, Nebraska $392M AUM

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

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

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return