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Richards, Merrill & Peterson’s iShares Russell 2000 ETF IWM Stock Holding History

Richards, Merrill & Peterson’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 		$905K Sell
3,012
-185
-6% -$52K 0.29% 90
2026
Q1 		$793K Sell
3,197
-351
-10% -$90.5K 0.29% 88
2025
Q4 		$873K Buy
3,548
+752
+27% +$185K 0.33% 80
2025
Q3 		$677K Buy
2,796
+995
+55% +$228K 0.29% 95
2025
Q2 		$389K Hold
1,801
– – 0.18% 119
2025
Q1 		$359K Buy
1,801
+345
+24% +$74.8K 0.19% 112
2024
Q4 		$322K Buy
+1,456
New +$332K 0.17% 117

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Richards, Merrill & Peterson's IWM Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its iShares Russell 2000 ETF (IWM) stake by 5.8% in Q2 2026, selling an estimated $52K and leaving 3,012 shares worth $905K. The position accounts for 0.29% of the portfolio, ranked #90.

Richards, Merrill & Peterson first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 1,116 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Richards, Merrill & Peterson held 3,012 shares of iShares Russell 2000 ETF worth $905K as of Q2 2026.
  • Richards, Merrill & Peterson sold 185 iShares Russell 2000 ETF shares in Q2 2026, an estimated $52K.
  • iShares Russell 2000 ETF made up 0.29% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #90 holding.
  • Richards, Merrill & Peterson first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,116 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.