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Omega Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Omega Financial Group’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 		$432K Buy
1,439
+2
+0.1% +$562 0.13% 64
2026
Q1 		$356K Buy
1,437
+1
+0.1% +$258 0.12% 75
2025
Q4 		$354K Buy
1,436
+2
+0.1% +$492 0.12% 81
2025
Q3 		$347K Sell
1,434
-17
-1% -$3.9K 0.11% 83
2025
Q2 		$313K Sell
1,451
-55
-4% -$11.1K 0.11% 82
2025
Q1 		$300K Sell
1,506
-146
-9% -$31.7K 0.12% 72
2024
Q4 		$365K Sell
1,652
-296
-15% -$67.5K 0.14% 67
2024
Q3 		$430K Sell
1,948
-208
-10% -$44.5K 0.16% 63
2024
Q2 		$437K Buy
2,156
+5
+0.2% +$1.01K 0.18% 66
2024
Q1 		$452K Sell
2,151
-51
-2% -$10.2K 0.19% 64
2023
Q4 		$442K Sell
2,202
-42
-2% -$7.52K 0.19% 64
2023
Q3 		$397K Buy
2,244
+11
+0.5% +$2.06K 0.19% 64
2023
Q2 		$418K Buy
2,233
+4
+0.2% +$713 0.19% 63
2023
Q1 		$398K Buy
2,229
+6
+0.3% +$1.1K 0.18% 65
2022
Q4 		$388K Buy
2,223
+815
+58% +$145K 0.2% 64
2022
Q3 		$232K Sell
1,408
-475
-25% -$86.6K 0.12% 75
2022
Q2 		$319K Buy
1,883
+4
+0.2% +$737 0.15% 69
2022
Q1 		$386K Sell
1,879
-108
-5% -$22K 0.17% 55
2021
Q4 		$442K Buy
1,987
+8
+0.4% +$1.81K 0.2% 50
2021
Q3 		$433K Hold
1,979
– – 0.21% 47
2021
Q2 		$454K Buy
1,979
+300
+18% +$67.5K 0.22% 46
2021
Q1 		$371K Sell
1,679
-16
-0.9% -$3.49K 0.19% 49
2020
Q4 		$332K Buy
1,695
+14
+0.8% +$2.45K 0.18% 51
2020
Q3 		$252K Buy
1,681
+32
+2% +$4.81K 0.15% 56
2020
Q2 		$236K Buy
+1,649
New +$216K 0.15% 57
2020
Q1 		– Sell
-1,640
Closed -$272K – 60
2019
Q4 		$272K Buy
1,640
+6
+0.4% +$948 0.18% 57
2019
Q3 		$247K Buy
+1,634
New +$250K 0.17% 57

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

Omega Financial Group's IWM Position: Q2 2026 in Review

Omega Financial Group increased its iShares Russell 2000 ETF (IWM) stake by 0.14% in Q2 2026, buying an estimated $562 and bringing the position to 1,439 shares worth $432K. The position accounts for 0.13% of the portfolio, ranked #64.

Omega Financial Group first reported a position in IWM in Q3 2019 and has held it in 27 quarters since. The position peaked at $454K in Q2 2021. 1,350 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Omega Financial Group held 1,439 shares of iShares Russell 2000 ETF worth $432K as of Q2 2026.
  • Omega Financial Group bought 2 iShares Russell 2000 ETF shares in Q2 2026, an estimated $562.
  • iShares Russell 2000 ETF made up 0.13% of Omega Financial Group's portfolio in Q2 2026, its #64 holding.
  • Omega Financial Group first reported a position in iShares Russell 2000 ETF in Q3 2019 and has held it in 27 quarters since.
  • Omega Financial Group's iShares Russell 2000 ETF position peaked at $454K in Q2 2021.
  • 1,350 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Omega Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.