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Syntegra Private Wealth Group’s iShares Russell 2000 ETF IWM Stock Holding History

Syntegra Private Wealth 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 		$218K Buy
+724
New +$203K 0.02% 192
2025
Q1 		– Sell
-965
Closed -$213K – 165
2024
Q4 		$213K Buy
+965
New +$220K 0.02% 150

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
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 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

Syntegra Private Wealth Group's IWM Position: Q2 2026 in Review

Syntegra Private Wealth Group opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 724 shares worth $218K. The stake represents 0.02% of the portfolio and ranks #192 among its holdings. This is a return to the name: Syntegra Private Wealth Group previously reported a position in IWM as recently as Q4 2024.

Syntegra Private Wealth Group first reported a position in IWM in Q4 2024 and has held it in 2 quarters since. 1,277 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Syntegra Private Wealth Group held 724 shares of iShares Russell 2000 ETF worth $218K as of Q2 2026.
  • iShares Russell 2000 ETF was a new Syntegra Private Wealth Group position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.02% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #192 holding.
  • Syntegra Private Wealth Group first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 2 quarters since.
  • 1,277 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.