SWP Financial’s iShares Russell 2000 ETF IWM Stock Holding History

SWP Financial’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	$234K	Sell	779 -31	-4%	-$8.71K	0.11%	73
2026 Q1	$201K	Buy	+810	New	+$209K	0.1%	70
2025 Q3	–	Sell	-966	Closed	-$208K	–	76
2025 Q2	$208K	Buy	+966	New	+$194K	0.11%	73
2025 Q1	–	Sell	-966	Closed	-$213K	–	69
2024 Q4	$213K	Hold	966	–	–	0.13%	67
2024 Q3	$213K	Sell	966 -36	-4%	-$7.7K	0.13%	54
2024 Q2	$203K	Sell	1,002 -238	-19%	-$48.1K	0.13%	50
2024 Q1	$261K	Sell	1,240 -657	-35%	-$131K	0.18%	38
2023 Q4	$381K	Buy	+1,897	New	+$340K	0.3%	27

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

SWP Financial's IWM Position: Q2 2026 in Review

SWP Financial reduced its iShares Russell 2000 ETF (IWM) stake by 3.8% in Q2 2026, selling an estimated $8.71K and leaving 779 shares worth $234K. The position accounts for 0.11% of the portfolio, ranked #73.

SWP Financial first reported a position in IWM in Q4 2023 and has held it in 8 quarters since. The position peaked at $381K in Q4 2023. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

SWP Financial held 779 shares of iShares Russell 2000 ETF worth $234K as of Q2 2026.
SWP Financial sold 31 iShares Russell 2000 ETF shares in Q2 2026, an estimated $8.71K.
iShares Russell 2000 ETF made up 0.11% of SWP Financial's portfolio in Q2 2026, its #73 holding.
SWP Financial first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 8 quarters since.
SWP Financial's iShares Russell 2000 ETF position peaked at $381K in Q4 2023.
936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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