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Romano Brothers & Co’s iShares Russell 2000 ETF IWM Stock Holding History

Romano Brothers & Co’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 		$388K Hold
1,291
– – 0.04% 265
2026
Q1 		$320K Buy
1,291
+58
+5% +$15K 0.04% 278
2025
Q4 		$304K Sell
1,233
-60
-5% -$14.8K 0.03% 278
2025
Q3 		$313K Hold
1,293
– – 0.04% 277
2025
Q2 		$279K Hold
1,293
– – 0.03% 276
2025
Q1 		$258K Sell
1,293
-158
-11% -$34.3K 0.03% 278
2024
Q4 		$321K Sell
1,451
-26
-2% -$5.93K 0.04% 253
2024
Q3 		$326K Buy
1,477
+75
+5% +$16K 0.04% 255
2024
Q2 		$284K Buy
1,402
+44
+3% +$8.89K 0.04% 260
2024
Q1 		$286K Hold
1,358
– – 0.04% 263
2023
Q4 		$273K Sell
1,358
-159
-10% -$28.5K 0.04% 262
2023
Q3 		$268K Buy
1,517
+6
+0.4% +$1.13K 0.04% 266
2023
Q2 		$283K Buy
1,511
+60
+4% +$10.7K 0.04% 263
2023
Q1 		$259K Sell
1,451
-65
-4% -$12K 0.04% 266
2022
Q4 		$264K Buy
1,516
+124
+9% +$22.1K 0.04% 269
2022
Q3 		$230K Buy
+1,392
New +$254K 0.04% 271

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

Romano Brothers & Co's IWM Position: Q2 2026 in Review

Romano Brothers & Co held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,291 shares worth $388K. The position accounts for 0.04% of the portfolio, ranked #265.

Romano Brothers & Co first reported a position in IWM in Q3 2022 and has held it in 16 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Romano Brothers & Co held 1,291 shares of iShares Russell 2000 ETF worth $388K as of Q2 2026.
  • Romano Brothers & Co left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.04% of Romano Brothers & Co's portfolio in Q2 2026, its #265 holding.
  • Romano Brothers & Co first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.