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One Day In July LLC’s iShares Russell 2000 ETF IWM Stock Holding History

One Day In July LLC’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 		$307K Hold
1,022
– – 0.02% 132
2026
Q1 		$253K Buy
1,022
+8
+0.8% +$2.06K 0.02% 135
2025
Q4 		$250K Sell
1,014
-128
-11% -$31.5K 0.02% 134
2025
Q3 		$276K Buy
1,142
+59
+5% +$13.5K 0.02% 115
2025
Q2 		$234K Buy
+1,083
New +$218K 0.02% 129

Other funds holding IWM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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

One Day In July LLC's IWM Position: Q2 2026 in Review

One Day In July LLC held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,022 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #132.

One Day In July LLC first reported a position in IWM in Q2 2025 and has held it in 5 quarters since. 1,422 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • One Day In July LLC held 1,022 shares of iShares Russell 2000 ETF worth $307K as of Q2 2026.
  • One Day In July LLC left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.02% of One Day In July LLC's portfolio in Q2 2026, its #132 holding.
  • One Day In July LLC first reported a position in iShares Russell 2000 ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,422 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on One Day In July LLC's 13F filing for Q2 2026, filed 3 Aug 2026.