Richmond Investment Services’s iShares Russell 2000 ETF IWM Stock Holding History

Richmond Investment Services’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	$468K	Sell	1,559 -1,807	-54%	-$508K	0.15%	80
2026 Q1	$835K	Sell	3,366 -2,987	-47%	-$771K	0.13%	107
2025 Q4	$1.56M	Buy	6,353 +617	+11%	+$152K	0.27%	61
2025 Q3	$1.39M	Sell	5,736 -78	-1%	-$17.9K	0.26%	58
2025 Q2	$1.25M	Buy	5,814 +3,197	+122%	+$643K	0.27%	60
2025 Q1	$522K	Sell	2,617 -774	-23%	-$168K	0.28%	58
2024 Q4	$749K	Buy	+3,391	New	+$773K	0.42%	42

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

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

Richmond Investment Services's IWM Position: Q2 2026 in Review

Richmond Investment Services reduced its iShares Russell 2000 ETF (IWM) stake by 54% in Q2 2026, selling an estimated $508K and leaving 1,559 shares worth $468K. The position accounts for 0.15% of the portfolio, ranked #80.

Richmond Investment Services first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.56M in Q4 2025. 1,116 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Richmond Investment Services held 1,559 shares of iShares Russell 2000 ETF worth $468K as of Q2 2026.
Richmond Investment Services sold 1,807 iShares Russell 2000 ETF shares in Q2 2026, an estimated $508K.
iShares Russell 2000 ETF made up 0.15% of Richmond Investment Services's portfolio in Q2 2026, its #80 holding.
Richmond Investment Services first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
Richmond Investment Services's iShares Russell 2000 ETF position peaked at $1.56M in Q4 2025.
1,116 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.