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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
2025
Q2 		– Hold
0
– -$19.9K – 768
2025
Q1 		– Hold
0
– – – 402
2018
Q3 		– Sell
-1,500
Closed -$246K – 446
2018
Q2 		$246K Buy
+1,500
New +$240K 0.06% 141

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
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
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 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. 938 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.
  • 938 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.