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

Sovereign 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 		$681K Sell
2,267
-80
-3% -$22.5K 0.1% 176
2026
Q1 		$582K Sell
2,347
-1,796
-43% -$463K 0.1% 182
2025
Q4 		$1.02M Sell
4,143
-666
-14% -$164K 0.18% 104
2025
Q3 		$1.16M Buy
4,809
+2,772
+136% +$636K 0.22% 84
2025
Q2 		$440K Buy
2,037
+58
+3% +$11.7K 0.09% 193
2025
Q1 		$395K Buy
1,979
+332
+20% +$72K 0.09% 193
2024
Q4 		$364K Hold
1,647
– – 0.08% 213
2024
Q3 		$364K Hold
1,647
– – 0.09% 203
2024
Q2 		$334K Sell
1,647
-91
-5% -$18.4K 0.08% 204
2024
Q1 		$366K Sell
1,738
-1,798
-51% -$359K 0.1% 188
2023
Q4 		$710K Buy
3,536
+1,585
+81% +$284K 0.22% 87
2023
Q3 		$345K Sell
1,951
-384
-16% -$72.1K 0.12% 159
2023
Q2 		$437K Buy
2,335
+418
+22% +$74.5K 0.14% 150
2023
Q1 		$342K Sell
1,917
-633
-25% -$117K 0.13% 158
2022
Q4 		$445K Buy
2,550
+753
+42% +$134K 0.18% 133
2022
Q3 		$296K Sell
1,797
-217
-11% -$39.6K 0.12% 153
2022
Q2 		$341K Sell
2,014
-365
-15% -$67.3K 0.13% 141
2022
Q1 		$488K Buy
2,379
+265
+13% +$54.1K 0.18% 119
2021
Q4 		$470K Buy
2,114
+769
+57% +$174K 0.19% 117
2021
Q3 		$294K Sell
1,345
-213
-14% -$47.2K 0.17% 127
2021
Q2 		$344K Hold
1,558
– – 0.21% 102
2021
Q1 		$344K Buy
1,558
+140
+10% +$30.6K 0.21% 101
2020
Q4 		$278K Buy
+1,418
New +$248K 0.2% 103

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
WT
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

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

Sovereign Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 3.4% in Q2 2026, selling an estimated $22.5K and leaving 2,267 shares worth $681K. The position accounts for 0.1% of the portfolio, ranked #176.

Sovereign Financial Group first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.16M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Sovereign Financial Group held 2,267 shares of iShares Russell 2000 ETF worth $681K as of Q2 2026.
  • Sovereign Financial Group sold 80 iShares Russell 2000 ETF shares in Q2 2026, an estimated $22.5K.
  • iShares Russell 2000 ETF made up 0.1% of Sovereign Financial Group's portfolio in Q2 2026, its #176 holding.
  • Sovereign Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's iShares Russell 2000 ETF position peaked at $1.16M in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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