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SimpliFi Inc’s iShares Russell 2000 ETF IWM Stock Holding History

SimpliFi Inc’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 		$9.16M Sell
30,492
-816
-3% -$229K 3.62% 11
2026
Q1 		$7.76M Sell
31,308
-168
-0.5% -$43.3K 3.26% 11
2025
Q4 		$7.75M Sell
31,476
-40,594
-56% -$9.98M 3.28% 11
2025
Q3 		$17.4M Sell
72,070
-1,579
-2% -$362K 7.46% 6
2025
Q2 		$15.9M Buy
73,649
+603
+0.8% +$121K 7% 6
2025
Q1 		$14.6M Buy
73,046
+169
+0.2% +$36.7K 6.69% 6
2024
Q4 		$16.1M Sell
72,877
-327
-0.4% -$74.6K 7.36% 4
2024
Q3 		$16.2M Sell
73,204
-2,536
-3% -$543K 7.17% 4
2024
Q2 		$15.4M Buy
75,740
+1,079
+1% +$218K 7.1% 5
2024
Q1 		$15.7M Buy
74,661
+6,459
+9% +$1.29M 7.18% 5
2023
Q4 		$12.1M Hold
68,202
– – 5.94% 7
2023
Q3 		$12.1M Sell
68,202
-1,816
-3% -$341K 5.94% 7
2023
Q2 		$13.1M Buy
70,018
+2,740
+4% +$489K 6.2% 6
2023
Q1 		$12M Buy
67,278
+1,367
+2% +$252K 5.9% 5
2022
Q4 		$11.5M Sell
65,911
-3,318
-5% -$590K 6% 6
2022
Q3 		$11.4M Buy
69,229
+203
+0.3% +$37K 5.91% 6
2022
Q2 		$11.7M Buy
69,026
+617
+0.9% +$114K 5.77% 7
2022
Q1 		$14M Buy
68,409
+2,132
+3% +$435K 6.38% 6
2021
Q4 		$14.7M Buy
66,277
+1,516
+2% +$343K 6.44% 6
2021
Q3 		$14.2M Buy
64,761
+1,115
+2% +$247K 6.36% 9
2021
Q2 		$14.6M Buy
63,646
+735
+1% +$165K 6.61% 9
2021
Q1 		$13.9M Sell
62,911
-8,640
-12% -$1.89M 6.49% 8
2020
Q4 		$14M Sell
71,551
-15,056
-17% -$2.63M 6.54% 8
2020
Q3 		$13M Buy
86,607
+3,966
+5% +$597K 6.46% 8
2020
Q2 		$11.8M Buy
82,641
+4,062
+5% +$533K 6.21% 8
2020
Q1 		$8.99M Buy
78,579
+121
+0.2% +$18K 5.63% 8
2019
Q4 		$13M Buy
78,458
+927
+1% +$147K 7.39% 7
2019
Q3 		$11.7M Buy
77,531
+1,426
+2% +$218K 6.96% 7
2019
Q2 		$11.8M Buy
76,105
+1,176
+2% +$181K 7.08% 7
2019
Q1 		$11.5M Buy
74,929
+2,843
+4% +$427K 7.24% 7
2018
Q4 		$9.65M Sell
72,086
-942
-1% -$141K 6.98% 6
2018
Q3 		$12.3M Sell
73,028
-23,623
-24% -$3.99M 8.56% 6
2018
Q2 		$15.8M Sell
96,651
-200
-0.2% -$32K 12.47% 3
2018
Q1 		$14.7M Sell
96,851
-1,935
-2% -$299K 12.08% 3
2017
Q4 		$15.1M Buy
+98,786
New +$14.8M 12.54% 2

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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 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

SimpliFi Inc's IWM Position: Q2 2026 in Review

SimpliFi Inc reduced its iShares Russell 2000 ETF (IWM) stake by 2.6% in Q2 2026, selling an estimated $229K and leaving 30,492 shares worth $9.16M. The position accounts for 3.62% of the portfolio, ranked #11.

SimpliFi Inc first reported a position in IWM in Q4 2017 and has held it in 35 quarters since. The position peaked at $17.4M in Q3 2025. 1,348 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • SimpliFi Inc held 30,492 shares of iShares Russell 2000 ETF worth $9.16M as of Q2 2026.
  • SimpliFi Inc sold 816 iShares Russell 2000 ETF shares in Q2 2026, an estimated $229K.
  • iShares Russell 2000 ETF made up 3.62% of SimpliFi Inc's portfolio in Q2 2026, its #11 holding.
  • SimpliFi Inc first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 35 quarters since.
  • SimpliFi Inc's iShares Russell 2000 ETF position peaked at $17.4M in Q3 2025.
  • 1,348 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on SimpliFi Inc's 13F filing for Q2 2026, filed 24 Jul 2026.