Okabena Investment Services’s iShares Russell 2000 ETF IWM Stock Holding History

Okabena Investment Services’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	$992K	Buy	3,301 +43	+1%	+$12.1K	0.18%	77
2026 Q1	$808K	Buy	3,258 +388	+14%	+$100K	0.16%	90
2025 Q4	$706K	Hold	2,870	–	–	0.13%	98
2025 Q3	$694K	Buy	2,870 +33	+1%	+$7.57K	0.13%	102
2025 Q2	$612K	Sell	2,837 -281	-9%	-$56.5K	0.14%	90
2025 Q1	$622K	Buy	3,118 +238	+8%	+$51.6K	0.16%	89
2024 Q4	$636K	Buy	2,880 +1,380	+92%	+$315K	0.18%	84
2024 Q3	$331K	Buy	+1,500	New	+$321K	0.09%	101
2023 Q4	–	Sell	-275	Closed	-$48.6K	–	125
2023 Q3	$48.6K	Hold	275	–	–	0.04%	70
2023 Q2	$51.5K	Hold	275	–	–	0.04%	72
2023 Q1	$49.1K	Hold	275	–	–	0.03%	75
2022 Q4	$47.9K	Hold	275	–	–	0.03%	99
2022 Q3	$45K	Hold	275	–	–	0.02%	140
2022 Q2	$47K	Hold	275	–	–	0.02%	136
2022 Q1	$56K	Sell	275 -139	-34%	-$28.4K	0.02%	135
2021 Q4	$92K	Buy	414 +139	+51%	+$31.4K	0.04%	129
2021 Q3	$60K	Hold	275	–	–	0.03%	91
2021 Q2	$63K	Hold	275	–	–	0.03%	84
2021 Q1	$61K	Hold	275	–	–	0.03%	62
2020 Q4	$54K	Hold	275	–	–	0.03%	64
2020 Q3	$41K	Hold	275	–	–	0.03%	67
2020 Q2	$39K	Sell	275 -18,576	-99%	-$2.44M	0.03%	64
2020 Q1	$2.16M	Buy	+18,851	New	+$2.81M	2.46%	12

Other funds holding IWM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Okabena Investment Services's IWM Position: Q2 2026 in Review

Okabena Investment Services increased its iShares Russell 2000 ETF (IWM) stake by 1.3% in Q2 2026, buying an estimated $12.1K and bringing the position to 3,301 shares worth $992K. The position accounts for 0.18% of the portfolio, ranked #77.

Okabena Investment Services first reported a position in IWM in Q1 2020 and has held it in 23 quarters since. The position peaked at $2.16M in Q1 2020. 2,210 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Okabena Investment Services held 3,301 shares of iShares Russell 2000 ETF worth $992K as of Q2 2026.
Okabena Investment Services bought 43 iShares Russell 2000 ETF shares in Q2 2026, an estimated $12.1K.
iShares Russell 2000 ETF made up 0.18% of Okabena Investment Services's portfolio in Q2 2026, its #77 holding.
Okabena Investment Services first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 23 quarters since.
Okabena Investment Services's iShares Russell 2000 ETF position peaked at $2.16M in Q1 2020.
2,210 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.