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Strategic Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Strategic Investment Management’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 		$321K Hold
1,070
– – 0.11% 14
2026
Q1 		$265K Hold
1,070
– – 0.11% 13
2025
Q4 		$263K Sell
1,070
-2,340
-69% -$575K 0.13% 12
2025
Q3 		$825K Sell
3,410
-10,980
-76% -$2.52M 0.45% 11
2025
Q2 		$3.11M Buy
14,390
+2,770
+24% +$557K 1.66% 9
2025
Q1 		$2.32M Hold
11,620
– – 0.93% 15
2024
Q4 		$2.57M Hold
11,620
– – 0.89% 15
2024
Q3 		$2.57M Sell
11,620
-12,250
-51% -$2.62M 2.69% 9
2024
Q2 		$5.18M Sell
23,870
-560
-2% -$113K 5.54% 6
2024
Q1 		$4.85M Hold
24,430
– – 3.72% 8
2023
Q4 		$4.79M Sell
24,430
-11,750
-32% -$2.11M 3.41% 7
2023
Q3 		$5.87M Sell
36,180
-310
-0.8% -$58.2K 7.19% 5
2023
Q2 		$7.12M Hold
36,490
– – 7.78% 6
2023
Q1 		$6.31M Sell
36,490
-176,300
-83% -$32.5M 7.22% 5
2022
Q4 		$26.4M Buy
212,790
+13,780
+7% +$2.45M 18.07% 2
2022
Q3 		$35M Buy
199,010
+135,260
+212% +$24.7M 25.98% 2
2022
Q2 		$10.8M Sell
63,750
-40,000
-39% -$7.37M 8.97% 6
2022
Q1 		$21.3M Buy
103,750
+30,010
+41% +$6.12M 15.23% 4
2021
Q4 		$16.4M Sell
73,740
-3,900
-5% -$881K 9.76% 5
2021
Q3 		$17M Sell
77,640
-8,470
-10% -$1.88M 7.85% 4
2021
Q2 		$19.8M Sell
86,110
-5,870
-6% -$1.32M 8.54% 4
2021
Q1 		$20.3M Sell
91,980
-22,600
-20% -$4.93M 8.35% 4
2020
Q4 		$22.5M Buy
114,580
+51,720
+82% +$9.05M 9.58% 4
2020
Q3 		$9.41M Buy
62,860
+8,470
+16% +$1.27M 3.13% 8
2020
Q2 		$7.79M Sell
54,390
-25,200
-32% -$3.31M 2.72% 9
2020
Q1 		$9.11M Sell
79,590
-4,740
-6% -$707K 2.13% 9
2019
Q4 		$14M Buy
84,330
+40,070
+91% +$6.33M 2.59% 8
2019
Q3 		$6.7M Hold
44,260
– – 0.38% 10
2019
Q2 		$6.88M Hold
44,260
– – 1% 12
2019
Q1 		$6.75M Hold
44,260
– – 0.46% 11
2018
Q4 		$5.93M Hold
44,260
– – 0.27% 13
2018
Q3 		$7.46M Hold
44,260
– – 0.42% 9
2018
Q2 		$7.25M Hold
44,260
– – 0.43% 10
2018
Q1 		$6.75M Hold
44,260
– – 0.49% 10
2017
Q4 		$6.75M Hold
44,260
– – 0.41% 10
2017
Q3 		$6.56M Hold
44,260
– – 0.59% 9
2017
Q2 		$6K Hold
44,260
– – 0.63% 8
2017
Q1 		$6.08M Hold
44,260
– – 0.62% 11
2016
Q4 		$5.97M Buy
44,260
+950
+2% +$121K 0.58% 10
2016
Q3 		$5.38M Hold
43,310
– – 3.85% 5
2016
Q2 		$4.98M Hold
43,310
– – 2.62% 6
2016
Q1 		$4.79M Hold
43,310
– – 2.41% 7
2015
Q4 		$4.88M Sell
43,310
-1,590
-4% -$183K 2.74% 5
2015
Q3 		$4.9M Hold
44,900
– – 1.9% 6
2015
Q2 		$5.61M Hold
44,900
– – 3.69% 5
2015
Q1 		$5.58M Hold
44,900
– – 2.19% 7
2014
Q4 		$5.37M Hold
44,900
– – 1.54% 7
2014
Q3 		$4.91M Hold
44,900
– – 1.5% 6
2014
Q2 		$5.33M Hold
44,900
– – 1.29% 6
2014
Q1 		$5.22M Hold
44,900
– – 0.81% 7
2013
Q4 		$5.18M Buy
+44,900
New +$4.96M 1.29% 6

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
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
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
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Strategic Investment Management's IWM Position: Q2 2026 in Review

Strategic Investment Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,070 shares worth $321K. The position accounts for 0.11% of the portfolio, ranked #14.

Strategic Investment Management first reported a position in IWM in Q4 2013 and has held it in 51 quarters since. The position peaked at $35M in Q3 2022. 971 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Strategic Investment Management held 1,070 shares of iShares Russell 2000 ETF worth $321K as of Q2 2026.
  • Strategic Investment Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.11% of Strategic Investment Management's portfolio in Q2 2026, its #14 holding.
  • Strategic Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 51 quarters since.
  • Strategic Investment Management's iShares Russell 2000 ETF position peaked at $35M in Q3 2022.
  • 971 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Strategic Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.