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

Tenon 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	$529K	Buy	1,761 +147	+9%	+$41.3K	0.17%	34
2026 Q1	$400K	Hold	1,614	–	–	0.16%	36
2025 Q4	$397K	Hold	1,614	–	–	0.17%	35
2025 Q3	$391K	Hold	1,614	–	–	0.2%	32
2025 Q2	$348K	Hold	1,614	–	–	0.15%	34
2025 Q1	$322K	Hold	1,614	–	–	0.2%	33
2024 Q4	$357K	Hold	1,614	–	–	0.23%	31
2024 Q3	$357K	Buy	1,614 +23	+1%	+$4.92K	0.24%	32
2024 Q2	$323K	Hold	1,591	–	–	0.25%	30
2024 Q1	$335K	Buy	+1,591	New	+$317K	0.28%	26

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Tenon Financial's IWM Position: Q2 2026 in Review

Tenon Financial increased its iShares Russell 2000 ETF (IWM) stake by 9.1% in Q2 2026, buying an estimated $41.3K and bringing the position to 1,761 shares worth $529K. The position accounts for 0.17% of the portfolio, ranked #34.

Tenon Financial first reported a position in IWM in Q1 2024 and has held it in 10 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Tenon Financial held 1,761 shares of iShares Russell 2000 ETF worth $529K as of Q2 2026.
Tenon Financial bought 147 iShares Russell 2000 ETF shares in Q2 2026, an estimated $41.3K.
iShares Russell 2000 ETF made up 0.17% of Tenon Financial's portfolio in Q2 2026, its #34 holding.
Tenon Financial first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 10 quarters since.
1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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