River Street Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

River Street Advisors’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	$360K	Sell	1,199 -106	-8%	-$29.8K	0.11%	131
2026 Q1	$324K	Hold	1,305	–	–	0.11%	136
2025 Q4	$321K	Hold	1,305	–	–	0.12%	123
2025 Q3	$316K	Hold	1,305	–	–	0.12%	124
2025 Q2	$282K	Sell	1,305 -69	-5%	-$13.9K	0.12%	130
2025 Q1	$274K	Sell	1,374 -8	-0.6%	-$1.74K	0.14%	120
2024 Q4	$305K	Hold	1,382	–	–	0.16%	114
2024 Q3	$305K	Hold	1,382	–	–	0.17%	122
2024 Q2	$280K	Buy	+1,382	New	+$279K	0.17%	124

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

River Street Advisors's IWM Position: Q2 2026 in Review

River Street Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 8.1% in Q2 2026, selling an estimated $29.8K and leaving 1,199 shares worth $360K. The position accounts for 0.11% of the portfolio, ranked #131.

River Street Advisors first reported a position in IWM in Q2 2024 and has held it in 9 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

River Street Advisors held 1,199 shares of iShares Russell 2000 ETF worth $360K as of Q2 2026.
River Street Advisors sold 106 iShares Russell 2000 ETF shares in Q2 2026, an estimated $29.8K.
iShares Russell 2000 ETF made up 0.11% of River Street Advisors's portfolio in Q2 2026, its #131 holding.
River Street Advisors first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 9 quarters since.
1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.