Parker Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Parker Financial’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	$1.32M	Sell	4,379 -46	-1%	-$12.9K	0.48%	16
2026 Q1	$1.1M	Sell	4,425 -257	-5%	-$66.3K	0.44%	17
2025 Q4	$1.15M	Sell	4,682 -74	-2%	-$18.2K	0.47%	16
2025 Q3	$1.15M	Sell	4,756 -240	-5%	-$55.1K	0.47%	16
2025 Q2	$1.08M	Sell	4,996 -304	-6%	-$61.2K	0.47%	16
2025 Q1	$1.06M	Sell	5,300 -1,563	-23%	-$339K	0.51%	17
2024 Q4	$1.52M	Sell	6,863 -1,902	-22%	-$434K	0.74%	15
2024 Q3	$1.94M	Sell	8,765 -1,713	-16%	-$367K	0.97%	15
2024 Q2	$2.15M	Sell	10,478 -820	-7%	-$166K	1.17%	16
2024 Q1	$2.38M	Sell	11,298 -1,251	-10%	-$250K	1.35%	12
2023 Q4	$2.52M	Sell	12,549 -277	-2%	-$49.6K	1.56%	13
2023 Q3	$2.27M	Sell	12,826 -1,412	-10%	-$265K	1.58%	13
2023 Q2	$2.67M	Sell	14,238 -104	-0.7%	-$18.5K	1.93%	12
2023 Q1	$2.56M	Sell	14,342 -187	-1%	-$34.4K	2.01%	12
2022 Q4	$2.53M	Buy	+14,529	New	+$2.58M	2.16%	13

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Parker Financial's IWM Position: Q2 2026 in Review

Parker Financial reduced its iShares Russell 2000 ETF (IWM) stake by 1% in Q2 2026, selling an estimated $12.9K and leaving 4,379 shares worth $1.32M. The position accounts for 0.48% of the portfolio, ranked #16.

Parker Financial first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.67M in Q2 2023. 2,723 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Parker Financial held 4,379 shares of iShares Russell 2000 ETF worth $1.32M as of Q2 2026.
Parker Financial sold 46 iShares Russell 2000 ETF shares in Q2 2026, an estimated $12.9K.
iShares Russell 2000 ETF made up 0.48% of Parker Financial's portfolio in Q2 2026, its #16 holding.
Parker Financial first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
Parker Financial's iShares Russell 2000 ETF position peaked at $2.67M in Q2 2023.
2,723 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Parker Financial's 13F filing for Q2 2026, filed 3 Aug 2026.