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Royal Fund Management’s iShares Russell 2000 ETF IWM Stock Holding History

Royal Fund Management’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 		$11.8M Buy
+39,133
New +$11M 0.98% 24
2026
Q1 		– Sell
-98,936
Closed -$24.4M – 324
2025
Q4 		$24.4M Buy
98,936
+69,340
+234% +$17M 2.22% 3
2025
Q3 		$7.19M Sell
29,596
-7,715
-21% -$1.77M 0.86% 33
2025
Q2 		$8.07M Buy
37,311
+750
+2% +$151K 0.8% 32
2025
Q1 		$7.31M Sell
36,561
-60,393
-62% -$13.1M 0.81% 27
2024
Q4 		$21.4M Sell
96,954
-182,496
-65% -$41.6M 2% 6
2024
Q3 		$61.7M Buy
279,450
+227,092
+434% +$48.6M 3.68% 2
2024
Q2 		$10.6M Buy
+52,358
New +$10.6M 0.86% 11
2021
Q4 		– Sell
-34,413
Closed -$7.53M – 198
2021
Q3 		$7.53M Sell
34,413
-11,709
-25% -$2.6M 1.1% 26
2021
Q2 		$10.6M Buy
46,122
+1,509
+3% +$339K 1.75% 11
2021
Q1 		$9.86M Buy
44,613
+41,326
+1,257% +$9.02M 1.8% 12
2020
Q4 		$644K Buy
+3,287
New +$575K 0.14% 114
2020
Q2 		– Sell
-317
Closed -$36K – 352
2020
Q1 		$36K Hold
317
– – 0.01% 255
2019
Q4 		$52K Sell
317
-100
-24% -$15.8K 0.01% 239
2019
Q3 		$63K Hold
417
– – 0.02% 218
2019
Q2 		$64K Hold
417
– – 0.02% 212
2019
Q1 		$63K Hold
417
– – 0.02% 193
2018
Q4 		$55K Hold
417
– – 0.02% 182
2018
Q3 		$70K Buy
417
+120
+40% +$20.3K 0.02% 169
2018
Q2 		$48K Hold
297
– – 0.02% 193
2018
Q1 		$45K Sell
297
-1,453
-83% -$224K 0.02% 199
2017
Q4 		$266K Buy
1,750
+1,709
+4,168% +$257K 0.1% 94
2017
Q3 		$6K Hold
41
– – ﹤0.01% 339
2017
Q2 		$5K Sell
41
-140
-77% -$19.4K ﹤0.01% 314
2017
Q1 		$24K Buy
181
+147
+432% +$20.1K 0.01% 199
2016
Q4 		$4K Buy
+34
New +$4.34K ﹤0.01% 317

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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 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

Royal Fund Management's IWM Position: Q2 2026 in Review

Royal Fund Management opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 39,133 shares worth $11.8M. The stake represents 0.98% of the portfolio and ranks #24 among its holdings. This is a return to the name: Royal Fund Management previously reported a position in IWM as recently as Q4 2025.

Royal Fund Management first reported a position in IWM in Q4 2016 and has held it in 26 quarters since. The position peaked at $61.7M in Q3 2024. 1,350 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Royal Fund Management held 39,133 shares of iShares Russell 2000 ETF worth $11.8M as of Q2 2026.
  • iShares Russell 2000 ETF was a new Royal Fund Management position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.98% of Royal Fund Management's portfolio in Q2 2026, its #24 holding.
  • Royal Fund Management first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 26 quarters since.
  • Royal Fund Management's iShares Russell 2000 ETF position peaked at $61.7M in Q3 2024.
  • 1,350 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.