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Strategic Financial Concepts’s iShares Russell 2000 ETF IWM Stock Holding History

Strategic Financial Concepts’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 		$712K Sell
2,369
-564
-19% -$158K 0.21% 99
2026
Q1 		$728K Buy
+2,933
New +$757K 0.18% 123
2025
Q4 		– Sell
-2,432
Closed -$588K – 203
2025
Q3 		$588K Sell
2,432
-62
-2% -$14.2K 0.09% 123
2025
Q2 		$538K Sell
2,494
-710
-22% -$143K 0.08% 138
2025
Q1 		$639K Sell
3,204
-339
-10% -$73.5K 0.12% 167
2024
Q4 		$783K Buy
3,543
+192
+6% +$43.8K 0.15% 138
2024
Q3 		$740K Sell
3,351
-733,639
-100% -$157M 0.24% 84
2024
Q2 		$43.9K Buy
736,990
+733,749
+22,640% +$148M 0.03% 256
2024
Q1 		$682K Buy
+3,241
New +$647K 0.16% 137
2023
Q4 		– Sell
-2,457
Closed -$434K – 201
2023
Q3 		$434K Buy
2,457
+558
+29% +$105K 0.15% 147
2023
Q2 		$356K Buy
+1,899
New +$339K 0.13% 154

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

Strategic Financial Concepts's IWM Position: Q2 2026 in Review

Strategic Financial Concepts reduced its iShares Russell 2000 ETF (IWM) stake by 19% in Q2 2026, selling an estimated $158K and leaving 2,369 shares worth $712K. The position accounts for 0.21% of the portfolio, ranked #99.

Strategic Financial Concepts first reported a position in IWM in Q2 2023 and has held it in 11 quarters since. The position peaked at $783K in Q4 2024. 1,116 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Strategic Financial Concepts held 2,369 shares of iShares Russell 2000 ETF worth $712K as of Q2 2026.
  • Strategic Financial Concepts sold 564 iShares Russell 2000 ETF shares in Q2 2026, an estimated $158K.
  • iShares Russell 2000 ETF made up 0.21% of Strategic Financial Concepts's portfolio in Q2 2026, its #99 holding.
  • Strategic Financial Concepts first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 11 quarters since.
  • Strategic Financial Concepts's iShares Russell 2000 ETF position peaked at $783K in Q4 2024.
  • 1,116 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.