AWM
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AAF Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

AAF Wealth Management’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 		$794K Sell
2,643
-1
-0% -$281 0.29% 26
2026
Q1 		$656K Sell
2,644
-25
-0.9% -$6.45K 0.27% 31
2025
Q4 		$657K Sell
2,669
-116
-4% -$28.5K 0.28% 30
2025
Q3 		$674K Buy
2,785
+3
+0.1% +$688 0.31% 25
2025
Q2 		$600K Sell
2,782
-137
-5% -$27.6K 0.27% 28
2025
Q1 		$582K Sell
2,919
-188
-6% -$40.8K 0.31% 25
2024
Q4 		$687K Sell
3,107
-16
-0.5% -$3.65K 0.35% 25
2024
Q3 		$690K Sell
3,123
-11
-0.4% -$2.35K 0.35% 21
2024
Q2 		$636K Sell
3,134
-9
-0.3% -$1.82K 0.33% 21
2024
Q1 		$661K Sell
3,143
-218
-6% -$43.5K 0.37% 20
2023
Q4 		$675K Sell
3,361
-248
-7% -$44.4K 0.39% 24
2023
Q3 		$638K Sell
3,609
-8
-0.2% -$1.5K 0.41% 21
2023
Q2 		$677K Sell
3,617
-11
-0.3% -$1.96K 0.42% 20
2023
Q1 		$647K Sell
3,628
-360
-9% -$66.3K 0.42% 20
2022
Q4 		$695K Sell
3,988
-101
-2% -$18K 0.49% 17
2022
Q3 		$674K Sell
4,089
-114
-3% -$20.8K 0.54% 16
2022
Q2 		$711K Sell
4,203
-130
-3% -$24K 0.54% 16
2022
Q1 		$890K Sell
4,333
-47
-1% -$9.59K 0.58% 13
2021
Q4 		$975K Sell
4,380
-48
-1% -$10.8K 0.71% 10
2021
Q3 		$969K Sell
4,428
-9
-0.2% -$2K 0.74% 11
2021
Q2 		$1.02M Sell
4,437
-1,279
-22% -$288K 0.79% 11
2021
Q1 		$1.26M Sell
5,716
-308
-5% -$67.2K 1.07% 10
2020
Q4 		$1.18M Buy
+6,024
New +$1.05M 1.07% 11

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

AAF Wealth Management's IWM Position: Q2 2026 in Review

AAF Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.04% in Q2 2026, selling an estimated $281 and leaving 2,643 shares worth $794K. The position accounts for 0.29% of the portfolio, ranked #26.

AAF Wealth Management first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.26M in Q1 2021. 1,350 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • AAF Wealth Management held 2,643 shares of iShares Russell 2000 ETF worth $794K as of Q2 2026.
  • AAF Wealth Management sold 1 iShares Russell 2000 ETF share in Q2 2026, an estimated $281.
  • iShares Russell 2000 ETF made up 0.29% of AAF Wealth Management's portfolio in Q2 2026, its #26 holding.
  • AAF Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
  • AAF Wealth Management's iShares Russell 2000 ETF position peaked at $1.26M in Q1 2021.
  • 1,350 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on AAF Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.