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Stanich Group’s iShares Russell 2000 ETF IWM Stock Holding History

Stanich 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 		$544K Sell
1,809
-1,164
-39% -$327K 0.34% 24
2026
Q1 		$737K Buy
2,973
+4
+0.1% +$1.03K 0.56% 22
2025
Q4 		$731K Hold
2,969
– – 0.55% 22
2025
Q3 		$718K Sell
2,969
-42
-1% -$9.64K 0.44% 28
2025
Q2 		$672K Sell
3,011
-293
-9% -$59K 0.6% 21
2025
Q1 		$659K Sell
3,304
-49
-1% -$10.6K 0.49% 27
2024
Q4 		$741K Buy
+3,353
New +$765K 0.55% 26

Other funds holding IWM

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
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
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM

Stanich Group's IWM Position: Q2 2026 in Review

Stanich Group reduced its iShares Russell 2000 ETF (IWM) stake by 39% in Q2 2026, selling an estimated $327K and leaving 1,809 shares worth $544K. The position accounts for 0.34% of the portfolio, ranked #24.

Stanich Group first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $741K in Q4 2024. 632 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Stanich Group held 1,809 shares of iShares Russell 2000 ETF worth $544K as of Q2 2026.
  • Stanich Group sold 1,164 iShares Russell 2000 ETF shares in Q2 2026, an estimated $327K.
  • iShares Russell 2000 ETF made up 0.34% of Stanich Group's portfolio in Q2 2026, its #24 holding.
  • Stanich Group first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • Stanich Group's iShares Russell 2000 ETF position peaked at $741K in Q4 2024.
  • 632 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Stanich Group's 13F filing for Q2 2026, filed 16 Jul 2026.