Steigerwald Gordon & Koch’s iShares Russell 2000 ETF IWM Stock Holding History

Steigerwald Gordon & Koch’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	$197K	Sell	657 -30	-4%	-$8.43K	0.02%	154
2026 Q1	$170K	Sell	687 -25	-4%	-$6.45K	0.02%	153
2025 Q4	$175K	Sell	712 -40	-5%	-$9.83K	0.02%	158
2025 Q3	$182K	Buy	+752	New	+$173K	0.02%	145
2024 Q2	–	Sell	-964	Closed	-$203K	–	126
2024 Q1	$203K	Buy	+964	New	+$192K	0.03%	121
2022 Q2	–	Sell	-1,014	Closed	-$208K	–	112
2022 Q1	$208K	Sell	1,014 -64	-6%	-$13.1K	0.03%	112
2021 Q4	$240K	Buy	1,078 +58	+6%	+$13.1K	0.04%	106
2021 Q3	$223K	Sell	1,020 -79	-7%	-$17.5K	0.04%	107
2021 Q2	$252K	Buy	+1,099	New	+$247K	0.04%	95

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Steigerwald Gordon & Koch's IWM Position: Q2 2026 in Review

Steigerwald Gordon & Koch reduced its iShares Russell 2000 ETF (IWM) stake by 4.4% in Q2 2026, selling an estimated $8.43K and leaving 657 shares worth $197K. The position accounts for 0.02% of the portfolio, ranked #154.

Steigerwald Gordon & Koch first reported a position in IWM in Q2 2021 and has held it in 9 quarters since. The position peaked at $252K in Q2 2021. 952 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Steigerwald Gordon & Koch held 657 shares of iShares Russell 2000 ETF worth $197K as of Q2 2026.
Steigerwald Gordon & Koch sold 30 iShares Russell 2000 ETF shares in Q2 2026, an estimated $8.43K.
iShares Russell 2000 ETF made up 0.02% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #154 holding.
Steigerwald Gordon & Koch first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 9 quarters since.
Steigerwald Gordon & Koch's iShares Russell 2000 ETF position peaked at $252K in Q2 2021.
952 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.