RW Investment Management’s ProShares Short S&P500 SH Stock Holding History

RW Investment Management’s Portfolio SH Stock Details SH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$384K	Hold	11,635	–	–	0.03%	82
2026 Q1	$441K	Buy	+11,635	New	+$423K	0.04%	74
2025 Q3	$427K	Hold	11,565	–	–	0.04%	69
2025 Q2	$459K	Hold	11,565	–	–	0.05%	67
2025 Q1	$515K	Hold	11,565	–	–	0.06%	57
2024 Q4	$490K	Buy	11,565 +8,719	+306%	+$371K	0.06%	63
2024 Q3	$124K	Buy	+2,846	New	+$129K	0.02%	94

Other funds holding SH

SFM

Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return

RW Investment Management's SH Position: Q2 2026 in Review

RW Investment Management held its ProShares Short S&P500 (SH) position steady in Q2 2026 at 11,635 shares worth $384K. The position accounts for 0.03% of the portfolio, ranked #82.

RW Investment Management first reported a position in SH in Q3 2024 and has held it in 7 quarters since. The position peaked at $515K in Q1 2025. 116 funds tracked by Wall St. Rank hold SH as of Q2 2026.

RW Investment Management held 11,635 shares of ProShares Short S&P500 worth $384K as of Q2 2026.
RW Investment Management left its ProShares Short S&P500 share count unchanged in Q2 2026.
ProShares Short S&P500 made up 0.03% of RW Investment Management's portfolio in Q2 2026, its #82 holding.
RW Investment Management first reported a position in ProShares Short S&P500 in Q3 2024 and has held it in 7 quarters since.
RW Investment Management's ProShares Short S&P500 position peaked at $515K in Q1 2025.
116 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.