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

Vawter 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 		$864K Sell
2,875
-47
-2% -$13.2K 0.33% 45
2026
Q1 		$725K Sell
2,922
-500
-15% -$129K 0.31% 47
2025
Q4 		$842K Sell
3,422
-138
-4% -$33.9K 0.36% 43
2025
Q3 		$861K Buy
+3,560
New +$817K 0.39% 43
2025
Q2 		– Sell
-3,632
Closed -$725K – 58
2025
Q1 		$725K Buy
3,632
+474
+15% +$103K 0.41% 43
2024
Q4 		$698K Sell
3,158
-337
-10% -$76.8K 0.42% 43
2024
Q3 		$772K Sell
3,495
-184
-5% -$39.4K 0.47% 39
2024
Q2 		$746K Buy
3,679
+300
+9% +$60.6K 0.51% 36
2024
Q1 		$711K Sell
3,379
-297
-8% -$59.2K 0.52% 35
2023
Q4 		$738K Buy
3,676
+402
+12% +$72K 0.58% 33
2023
Q3 		$579K Sell
3,274
-29
-0.9% -$5.44K 0.66% 34
2023
Q2 		$619K Sell
3,303
-231
-7% -$41.2K 0.53% 34
2023
Q1 		$630K Sell
3,534
-430
-11% -$79.2K 0.64% 25
2022
Q4 		$691K Buy
+3,964
New +$705K 0.81% 22

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Vawter Financial's IWM Position: Q2 2026 in Review

Vawter Financial reduced its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q2 2026, selling an estimated $13.2K and leaving 2,875 shares worth $864K. The position accounts for 0.33% of the portfolio, ranked #45.

Vawter Financial first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Vawter Financial held 2,875 shares of iShares Russell 2000 ETF worth $864K as of Q2 2026.
  • Vawter Financial sold 47 iShares Russell 2000 ETF shares in Q2 2026, an estimated $13.2K.
  • iShares Russell 2000 ETF made up 0.33% of Vawter Financial's portfolio in Q2 2026, its #45 holding.
  • Vawter Financial first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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