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Warner Group’s iShares Russell 2000 ETF IWM Stock Holding History

Warner Group’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 		$1.14M Buy
3,810
+1,879
+97% +$528K 0.28% 43
2026
Q1 		$479K Buy
1,931
+51
+3% +$13.2K 0.31% 46
2025
Q4 		$463K Buy
1,880
+595
+46% +$146K 0.29% 49
2025
Q3 		$311K Buy
+1,285
New +$295K 0.21% 48

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
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
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

Warner Group's IWM Position: Q2 2026 in Review

Warner Group increased its iShares Russell 2000 ETF (IWM) stake by 97% in Q2 2026, buying an estimated $528K and bringing the position to 3,810 shares worth $1.14M. The position accounts for 0.28% of the portfolio, ranked #43.

Warner Group first reported a position in IWM in Q3 2025 and has held it in 4 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Warner Group held 3,810 shares of iShares Russell 2000 ETF worth $1.14M as of Q2 2026.
  • Warner Group bought 1,879 iShares Russell 2000 ETF shares in Q2 2026, an estimated $528K.
  • iShares Russell 2000 ETF made up 0.28% of Warner Group's portfolio in Q2 2026, its #43 holding.
  • Warner Group first reported a position in iShares Russell 2000 ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Warner Group's 13F filing for Q2 2026, filed 27 Jul 2026.