Schuylkill Financial LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Schuylkill Financial LLC’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	$1.43M	Buy	+4,756	New	+$1.34M	1.32%	19

Other funds holding IWM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Schuylkill Financial LLC's IWM Position: Q2 2026 in Review

Schuylkill Financial LLC opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 4,756 shares worth $1.43M. The stake represents 1.32% of the portfolio and ranks #19 among its holdings.

2,533 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Schuylkill Financial LLC held 4,756 shares of iShares Russell 2000 ETF worth $1.43M as of Q2 2026.
iShares Russell 2000 ETF was a new Schuylkill Financial LLC position in Q2 2026.
iShares Russell 2000 ETF made up 1.32% of Schuylkill Financial LLC's portfolio in Q2 2026, its #19 holding.
2,533 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Schuylkill Financial LLC's 13F filing for Q2 2026, filed 7 Aug 2026.