Rinkey Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Rinkey Investments’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	–	Sell	-1,486	Closed	-$369K	–	135
2026 Q1	$369K	Sell	1,486 -40	-3%	-$10.3K	0.09%	86
2025 Q4	$376K	Buy	1,526 +40	+3%	+$9.83K	0.1%	92
2025 Q3	$360K	Hold	1,486	–	–	0.1%	94
2025 Q2	$321K	Buy	+1,486	New	+$299K	0.1%	78
2024 Q2	–	Sell	-17,673	Closed	-$3.72M	–	75
2024 Q1	$3.72M	Buy	+17,673	New	+$3.53M	1.35%	18
2023 Q2	–	Sell	-15,310	Closed	-$2.73M	–	62
2023 Q1	$2.73M	Buy	+15,310	New	+$2.82M	1.43%	15
2022 Q1	–	Sell	-322	Closed	-$69K	–	138
2021 Q4	$69K	Buy	+322	New	+$72.8K	0.06%	61

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

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

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

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

Rinkey Investments's IWM Position: Q2 2026 in Review

Rinkey Investments sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 1,486 shares — an estimated $369K sold.

Rinkey Investments first reported a position in IWM in Q4 2021 and held it in 7 quarters. The position peaked at $3.72M in Q1 2024. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Rinkey Investments reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
Rinkey Investments sold 1,486 iShares Russell 2000 ETF shares in Q2 2026, an estimated $369K.
Rinkey Investments first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 7 quarters.
Rinkey Investments's iShares Russell 2000 ETF position peaked at $3.72M in Q1 2024.
1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Rinkey Investments's 13F filing for Q2 2026, filed 20 Jul 2026.