Shum Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Shum Financial Group’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	$239K	Buy	+794	New	+$223K	0.14%	99

Other funds holding IWM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return

Shum Financial Group's IWM Position: Q2 2026 in Review

Shum Financial Group opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 794 shares worth $239K. The stake represents 0.14% of the portfolio and ranks #99 among its holdings.

1,706 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Shum Financial Group held 794 shares of iShares Russell 2000 ETF worth $239K as of Q2 2026.
iShares Russell 2000 ETF was a new Shum Financial Group position in Q2 2026.
iShares Russell 2000 ETF made up 0.14% of Shum Financial Group's portfolio in Q2 2026, its #99 holding.
1,706 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.