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Parisi Gray Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Parisi Gray Wealth Management’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 		$9.95M Buy
33,128
+28
+0.1% +$7.87K 2.04% 12
2026
Q1 		$8.21M Buy
33,100
+5,686
+21% +$1.47M 1.96% 14
2025
Q4 		$6.75M Buy
27,414
+1,049
+4% +$258K 1.53% 17
2025
Q3 		$6.38M Sell
26,365
-249
-0.9% -$57.1K 1.66% 15
2025
Q2 		$5.74M Sell
26,614
-17,817
-40% -$3.59M 1.65% 16
2025
Q1 		$8.86M Buy
44,431
+2,237
+5% +$485K 2.89% 10
2024
Q4 		$9.32M Buy
42,194
+48
+0.1% +$10.9K 2.96% 8
2024
Q3 		$9.31M Buy
42,146
+37,786
+867% +$8.09M 3.07% 8
2024
Q2 		$885K Buy
4,360
+298
+7% +$60.2K 0.32% 56
2024
Q1 		$854K Sell
4,062
-1,929
-32% -$385K 0.32% 55
2023
Q4 		$1.2M Buy
5,991
+512
+9% +$91.7K 0.49% 44
2023
Q3 		$968K Sell
5,479
-1,042
-16% -$196K 0.44% 47
2023
Q2 		$1.16M Hold
6,521
– – 0.53% 39
2023
Q1 		$1.16M Buy
6,521
+1,159
+22% +$213K 0.72% 28
2022
Q4 		$935K Buy
5,362
+2,312
+76% +$411K 0.46% 44
2022
Q3 		$503K Buy
3,050
+1,659
+119% +$303K 0.38% 47
2022
Q2 		$236K Buy
1,391
+4
+0.3% +$737 0.12% 90
2022
Q1 		$285K Sell
1,387
-25,134
-95% -$5.13M 0.12% 99
2021
Q4 		$5.9M Sell
26,521
-509
-2% -$115K 2.21% 10
2021
Q3 		$6M Buy
27,030
+3,439
+15% +$762K 2.48% 10
2021
Q2 		$5.41M Sell
23,591
-77
-0.3% -$17.3K 1.98% 9
2021
Q1 		$5.23M Buy
23,668
+829
+4% +$181K 2.18% 10
2020
Q4 		$4.48M Buy
22,839
+18,679
+449% +$3.27M 1.99% 11
2020
Q3 		$623K Sell
4,160
-26,499
-86% -$3.99M 0.32% 57
2020
Q2 		$4.39M Buy
30,659
+1,598
+5% +$210K 2.52% 10
2020
Q1 		$3.31M Sell
29,061
-420
-1% -$62.6K 2.35% 10
2019
Q4 		$4.88M Buy
29,481
+99
+0.3% +$15.6K 2.76% 7
2019
Q3 		$4.45M Buy
29,382
+490
+2% +$74.8K 2.95% 6
2019
Q2 		$4.49M Sell
28,892
-1,267
-4% -$195K 3.06% 6
2019
Q1 		$4.63M Buy
30,159
+1,889
+7% +$284K 2.96% 6
2018
Q4 		$3.76M Sell
28,270
-9,715
-26% -$1.45M 2.55% 6
2018
Q3 		$6.38M Buy
37,985
+3,233
+9% +$546K 3.93% 4
2018
Q2 		$5.85M Buy
34,752
+14,102
+68% +$2.26M 3.9% 4
2018
Q1 		$3.1M Buy
20,650
+648
+3% +$100K 2.38% 6
2017
Q4 		$3.08M Buy
+20,002
New +$3M 2.3% 6

Other funds holding IWM

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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Parisi Gray Wealth Management's IWM Position: Q2 2026 in Review

Parisi Gray Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 0.08% in Q2 2026, buying an estimated $7.87K and bringing the position to 33,128 shares worth $9.95M. The position accounts for 2.04% of the portfolio, ranked #12.

Parisi Gray Wealth Management first reported a position in IWM in Q4 2017 and has held it in 35 quarters since. 742 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Parisi Gray Wealth Management held 33,128 shares of iShares Russell 2000 ETF worth $9.95M as of Q2 2026.
  • Parisi Gray Wealth Management bought 28 iShares Russell 2000 ETF shares in Q2 2026, an estimated $7.87K.
  • iShares Russell 2000 ETF made up 2.04% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Parisi Gray Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 35 quarters since.
  • 742 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.