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Park Edge Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Park Edge Advisors’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 		$3.13M Buy
+10,422
New +$2.93M 0.66% 30
2026
Q1 		– Sell
-2,905
Closed -$715K – 152
2025
Q4 		$715K Buy
2,905
+892
+44% +$219K 0.16% 89
2025
Q3 		$487K Buy
2,013
+104
+5% +$23.9K 0.11% 95
2025
Q2 		$412K Buy
+1,909
New +$384K 0.11% 96

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Park Edge Advisors's IWM Position: Q2 2026 in Review

Park Edge Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 10,422 shares worth $3.13M. The stake represents 0.66% of the portfolio and ranks #30 among its holdings. This is a return to the name: Park Edge Advisors previously reported a position in IWM as recently as Q4 2025.

Park Edge Advisors first reported a position in IWM in Q2 2025 and has held it in 4 quarters since. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Park Edge Advisors held 10,422 shares of iShares Russell 2000 ETF worth $3.13M as of Q2 2026.
  • iShares Russell 2000 ETF was a new Park Edge Advisors position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.66% of Park Edge Advisors's portfolio in Q2 2026, its #30 holding.
  • Park Edge Advisors first reported a position in iShares Russell 2000 ETF in Q2 2025 and has held it in 4 quarters since.
  • 526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.