WF
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Warner Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Warner 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 		$621K Buy
2,067
+1
+0% +$281 0.18% 80
2026
Q1 		$512K Buy
2,066
+2
+0.1% +$516 0.18% 83
2025
Q4 		$508K Buy
2,064
+163
+9% +$40.1K 0.18% 81
2025
Q3 		$460K Sell
1,901
-41
-2% -$9.41K 0.17% 79
2025
Q2 		$419K Sell
1,942
-51
-3% -$10.3K 0.17% 81
2025
Q1 		$398K Buy
1,993
+1
+0.1% +$217 0.18% 82
2024
Q4 		$440K Buy
1,992
+2
+0.1% +$456 0.19% 78
2024
Q3 		$440K Buy
1,990
+2
+0.1% +$428 0.2% 82
2024
Q2 		$403K Buy
1,988
+2
+0.1% +$404 0.2% 84
2024
Q1 		$418K Buy
+1,986
New +$396K 0.21% 79

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Warner Financial's IWM Position: Q2 2026 in Review

Warner Financial increased its iShares Russell 2000 ETF (IWM) stake by 0.05% in Q2 2026, buying an estimated $281 and bringing the position to 2,067 shares worth $621K. The position accounts for 0.18% of the portfolio, ranked #80.

Warner Financial first reported a position in IWM in Q1 2024 and has held it in 10 quarters since. 1,356 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Warner Financial held 2,067 shares of iShares Russell 2000 ETF worth $621K as of Q2 2026.
  • Warner Financial bought 1 iShares Russell 2000 ETF share in Q2 2026, an estimated $281.
  • iShares Russell 2000 ETF made up 0.18% of Warner Financial's portfolio in Q2 2026, its #80 holding.
  • Warner Financial first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,356 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Warner Financial's 13F filing for Q2 2026, filed 9 Jul 2026.