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

Penney 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 		$662K Hold
2,203
– – 0.23% 35
2026
Q1 		$546K Hold
2,203
– – 0.21% 33
2025
Q4 		$542K Hold
2,203
– – 0.21% 30
2025
Q3 		$533K Hold
2,203
– – 0.24% 32
2025
Q2 		$475K Hold
2,203
– – 0.24% 29
2025
Q1 		$439K Hold
2,203
– – 0.29% 26
2024
Q4 		$487K Hold
2,203
– – 0.33% 25
2024
Q3 		$487K Sell
2,203
-25
-1% -$5.35K 0.33% 22
2024
Q2 		$452K Hold
2,228
– – 0.33% 24
2024
Q1 		$469K Hold
2,228
– – 0.35% 21
2023
Q4 		$447K Buy
+2,228
New +$399K 0.37% 22

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Penney Financial's IWM Position: Q2 2026 in Review

Penney Financial held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 2,203 shares worth $662K. The position accounts for 0.23% of the portfolio, ranked #35.

Penney Financial first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 1,035 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Penney Financial held 2,203 shares of iShares Russell 2000 ETF worth $662K as of Q2 2026.
  • Penney Financial left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.23% of Penney Financial's portfolio in Q2 2026, its #35 holding.
  • Penney Financial first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,035 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Penney Financial's 13F filing for Q2 2026, filed 22 Jul 2026.