Sachetta’s iShares Russell 2000 ETF IWM Stock Holding History

Sachetta’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	$960K	Buy	3,194 +3	+0.1%	+$843	0.47%	38
2026 Q1	$791K	Buy	3,191 +3	+0.1%	+$774	0.43%	43
2025 Q4	$785K	Sell	3,188 -514	-14%	-$126K	0.43%	44
2025 Q3	$896K	Buy	3,702 +5	+0.1%	+$1.15K	0.33%	61
2025 Q2	$798K	Buy	3,697 +1	+0%	+$201	0.32%	67
2025 Q1	$737K	Sell	3,696 -118	-3%	-$25.6K	0.3%	70
2024 Q4	$843K	Buy	3,814 +1	+0%	+$228	0.33%	67
2024 Q3	$842K	Buy	3,813 +2	+0.1%	+$428	0.33%	66
2024 Q2	$848K	Sell	3,811 -317	-8%	-$64.1K	0.37%	61
2024 Q1	$829K	Hold	4,128	–	–	0.39%	52
2023 Q4	$829K	Buy	+4,128	New	+$740K	0.39%	52

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Sachetta's IWM Position: Q2 2026 in Review

Sachetta increased its iShares Russell 2000 ETF (IWM) stake by 0.09% in Q2 2026, buying an estimated $843 and bringing the position to 3,194 shares worth $960K. The position accounts for 0.47% of the portfolio, ranked #38.

Sachetta first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 1,116 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Sachetta held 3,194 shares of iShares Russell 2000 ETF worth $960K as of Q2 2026.
Sachetta bought 3 iShares Russell 2000 ETF shares in Q2 2026, an estimated $843.
iShares Russell 2000 ETF made up 0.47% of Sachetta's portfolio in Q2 2026, its #38 holding.
Sachetta first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
1,116 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.