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USA FINANCIAL FORMULAS’s iShares Russell 2000 ETF IWM Stock Holding History

USA FINANCIAL FORMULAS’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 		$62M Buy
+206,442
New +$58M 11.35% 2

Other funds holding IWM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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

USA FINANCIAL FORMULAS's IWM Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 206,442 shares worth $62M. The stake represents 11.35% of the portfolio and ranks #2 among its holdings.

1,520 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • USA FINANCIAL FORMULAS held 206,442 shares of iShares Russell 2000 ETF worth $62M as of Q2 2026.
  • iShares Russell 2000 ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • iShares Russell 2000 ETF made up 11.35% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #2 holding.
  • 1,520 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.