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Sara-Bay Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Sara-Bay 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 		$317K Buy
1,056
+1
+0.1% +$281 0.08% 71
2026
Q1 		$262K Buy
1,055
+44
+4% +$11.3K 0.08% 71
2025
Q4 		$251K Hold
1,011
– – 0.08% 72
2025
Q3 		$245K Buy
+1,011
New +$232K 0.07% 73

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

Sara-Bay Financial's IWM Position: Q2 2026 in Review

Sara-Bay Financial increased its iShares Russell 2000 ETF (IWM) stake by 0.09% in Q2 2026, buying an estimated $281 and bringing the position to 1,056 shares worth $317K. The position accounts for 0.08% of the portfolio, ranked #71.

Sara-Bay Financial first reported a position in IWM in Q3 2025 and has held it in 4 quarters since. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Sara-Bay Financial held 1,056 shares of iShares Russell 2000 ETF worth $317K as of Q2 2026.
  • Sara-Bay Financial bought 1 iShares Russell 2000 ETF share in Q2 2026, an estimated $281.
  • iShares Russell 2000 ETF made up 0.08% of Sara-Bay Financial's portfolio in Q2 2026, its #71 holding.
  • Sara-Bay Financial first reported a position in iShares Russell 2000 ETF in Q3 2025 and has held it in 4 quarters since.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.