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Ryan Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Ryan Investment 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 		$6.72M Buy
22,356
+10,250
+85% +$2.88M 3.04% 10
2026
Q1 		$3M Sell
12,106
-9,872
-45% -$2.55M 1.69% 9
2025
Q4 		$5.41M Sell
21,978
-5,731
-21% -$1.41M 3% 10
2025
Q3 		$6.7M Sell
27,709
-1,779
-6% -$408K 3.73% 9
2025
Q2 		$6.36M Buy
+29,488
New +$5.93M 4.07% 9

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

Ryan Investment Management's IWM Position: Q2 2026 in Review

Ryan Investment Management increased its iShares Russell 2000 ETF (IWM) stake by 85% in Q2 2026, buying an estimated $2.88M and bringing the position to 22,356 shares worth $6.72M. The position accounts for 3.04% of the portfolio, ranked #10.

Ryan Investment Management first reported a position in IWM in Q2 2025 and has held it in 5 quarters since. 1,003 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Ryan Investment Management held 22,356 shares of iShares Russell 2000 ETF worth $6.72M as of Q2 2026.
  • Ryan Investment Management bought 10,250 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.88M.
  • iShares Russell 2000 ETF made up 3.04% of Ryan Investment Management's portfolio in Q2 2026, its #10 holding.
  • Ryan Investment Management first reported a position in iShares Russell 2000 ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,003 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Ryan Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.