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Roxbury Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Roxbury Financial’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 		$142K Sell
473
-25
-5% -$7.03K 0.11% 125
2026
Q1 		$124K Sell
498
-101
-17% -$26.1K 0.11% 123
2025
Q4 		$147K Sell
599
-37
-6% -$9.1K 0.13% 109
2025
Q3 		$154K Hold
636
– – 0.14% 105
2025
Q2 		$137K Buy
636
+143
+29% +$28.8K 0.13% 108
2025
Q1 		$106K Buy
493
+245
+99% +$53.1K 0.1% 119
2024
Q4 		$60.2K Buy
+248
New +$56.5K 0.06% 146

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
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
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Roxbury Financial's IWM Position: Q2 2026 in Review

Roxbury Financial reduced its iShares Russell 2000 ETF (IWM) stake by 5% in Q2 2026, selling an estimated $7.03K and leaving 473 shares worth $142K. The position accounts for 0.11% of the portfolio, ranked #125.

Roxbury Financial first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $154K in Q3 2025. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Roxbury Financial held 473 shares of iShares Russell 2000 ETF worth $142K as of Q2 2026.
  • Roxbury Financial sold 25 iShares Russell 2000 ETF shares in Q2 2026, an estimated $7.03K.
  • iShares Russell 2000 ETF made up 0.11% of Roxbury Financial's portfolio in Q2 2026, its #125 holding.
  • Roxbury Financial first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's iShares Russell 2000 ETF position peaked at $154K in Q3 2025.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.