Quantum Financial Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Quantum Financial Partners’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	$323K	Buy	+1,074	New	+$302K	0.17%	103

Other funds holding IWM

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

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

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Quantum Financial Partners's IWM Position: Q2 2026 in Review

Quantum Financial Partners opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 1,074 shares worth $323K. The stake represents 0.17% of the portfolio and ranks #103 among its holdings.

730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Quantum Financial Partners held 1,074 shares of iShares Russell 2000 ETF worth $323K as of Q2 2026.
iShares Russell 2000 ETF was a new Quantum Financial Partners position in Q2 2026.
iShares Russell 2000 ETF made up 0.17% of Quantum Financial Partners's portfolio in Q2 2026, its #103 holding.
730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.