Toth Financial Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

Toth Financial Advisory’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	$3.12M	Buy	10,389 +1,871	+22%	+$526K	0.3%	88
2026 Q1	$2.11M	Buy	8,518 +994	+13%	+$256K	0.23%	96
2025 Q4	$1.85M	Buy	7,524 +31	+0.4%	+$7.62K	0.2%	101
2025 Q3	$1.81M	Buy	7,493 +2,486	+50%	+$570K	0.2%	102
2025 Q2	$1.08M	Buy	5,007 +2,514	+101%	+$506K	0.13%	124
2025 Q1	$497K	Sell	2,493 -2,231	-47%	-$484K	0.06%	156
2024 Q4	$1.04M	Buy	4,724 +912	+24%	+$208K	0.12%	122
2024 Q3	$842K	Buy	3,812 +294	+8%	+$62.9K	0.1%	134
2024 Q2	$714K	Buy	3,518 +14	+0.4%	+$2.83K	0.09%	137
2024 Q1	$737K	Buy	3,504 +461	+15%	+$92K	0.09%	140
2023 Q4	$611K	Buy	3,043 +363	+14%	+$65K	0.08%	154
2023 Q3	$474K	Buy	2,680 +374	+16%	+$70.2K	0.07%	152
2023 Q2	$432K	Buy	2,306 +136	+6%	+$24.2K	0.06%	151
2023 Q1	$387K	Buy	2,170 +341	+19%	+$62.8K	0.06%	155
2022 Q4	$319K	Buy	1,829 +364	+25%	+$64.7K	0.05%	168
2022 Q3	$242K	Buy	1,465 +595	+68%	+$109K	0.04%	163
2022 Q2	$147K	Sell	870 -99	-10%	-$18.3K	0.03%	189
2022 Q1	$199K	Buy	969 +127	+15%	+$25.9K	0.03%	190
2021 Q4	$187K	Buy	842 +104	+14%	+$23.5K	0.03%	201
2021 Q3	$161K	Sell	738 -22	-3%	-$4.88K	0.02%	206
2021 Q2	$174K	Buy	760 +3	+0.4%	+$675	0.03%	183
2021 Q1	$167K	Buy	757 +133	+21%	+$29K	0.03%	205
2020 Q4	$122K	Buy	624 +156	+33%	+$27.3K	0.02%	208
2020 Q3	$70K	Buy	468 +267	+133%	+$40.2K	0.01%	223
2020 Q2	$29K	Buy	201 +174	+644%	+$22.8K	0.01%	252
2020 Q1	$3K	Hold	27	–	–	﹤0.01%	361
2019 Q4	$4K	Buy	+27	New	+$4.27K	﹤0.01%	368
2018 Q4	–	Sell	-60	Closed	-$10K	–	433
2018 Q3	$10K	Hold	60	–	–	﹤0.01%	312
2018 Q2	$10K	Buy	+60	New	+$9.6K	﹤0.01%	308

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

Toth Financial Advisory's IWM Position: Q2 2026 in Review

Toth Financial Advisory increased its iShares Russell 2000 ETF (IWM) stake by 22% in Q2 2026, buying an estimated $526K and bringing the position to 10,389 shares worth $3.12M. The position accounts for 0.3% of the portfolio, ranked #88.

Toth Financial Advisory first reported a position in IWM in Q2 2018 and has held it in 29 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Toth Financial Advisory held 10,389 shares of iShares Russell 2000 ETF worth $3.12M as of Q2 2026.
Toth Financial Advisory bought 1,871 iShares Russell 2000 ETF shares in Q2 2026, an estimated $526K.
iShares Russell 2000 ETF made up 0.3% of Toth Financial Advisory's portfolio in Q2 2026, its #88 holding.
Toth Financial Advisory first reported a position in iShares Russell 2000 ETF in Q2 2018 and has held it in 29 quarters since.
1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.