Sharp Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

Sharp Financial Services’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	$7.95M	Buy	26,463 +23,335	+746%	+$6.56M	3.68%	5
2026 Q1	$776K	Buy	3,128 +288	+10%	+$74.3K	0.38%	32
2025 Q4	$699K	Sell	2,840 -152	-5%	-$37.4K	0.35%	40
2025 Q3	$724K	Sell	2,992 -169	-5%	-$38.8K	0.39%	38
2025 Q2	$682K	Buy	3,161 +1,412	+81%	+$284K	0.44%	30
2025 Q1	$349K	Sell	1,749 -44	-2%	-$9.54K	0.27%	55
2024 Q4	$396K	Buy	+1,793	New	+$409K	0.3%	49
2024 Q3	–	Sell	-1,965	Closed	-$399K	–	100
2024 Q2	$399K	Sell	1,965 -1,345	-41%	-$272K	0.34%	59
2024 Q1	$696K	Sell	3,310 -340	-9%	-$67.8K	0.65%	30
2023 Q4	$733K	Buy	+3,650	New	+$654K	0.79%	26

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

Sharp Financial Services's IWM Position: Q2 2026 in Review

Sharp Financial Services increased its iShares Russell 2000 ETF (IWM) stake by 746% in Q2 2026, buying an estimated $6.56M and bringing the position to 26,463 shares worth $7.95M. The position accounts for 3.68% of the portfolio, ranked #5.

Sharp Financial Services first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. 1,103 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Sharp Financial Services held 26,463 shares of iShares Russell 2000 ETF worth $7.95M as of Q2 2026.
Sharp Financial Services bought 23,335 iShares Russell 2000 ETF shares in Q2 2026, an estimated $6.56M.
iShares Russell 2000 ETF made up 3.68% of Sharp Financial Services's portfolio in Q2 2026, its #5 holding.
Sharp Financial Services first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
1,103 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.