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Aaron Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Aaron Wealth Advisors’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 		$2.71M Hold
9,010
– – 0.14% 96
2026
Q1 		$2.23M Hold
9,010
– – 0.13% 100
2025
Q4 		$2.22M Hold
9,010
– – 0.12% 113
2025
Q3 		$2.18M Sell
9,010
-9,767
-52% -$2.24M 0.13% 98
2025
Q2 		$4.05M Buy
18,777
+475
+3% +$95.6K 0.41% 36
2025
Q1 		$3.65M Buy
18,302
+195
+1% +$42.3K 0.42% 34
2024
Q4 		$4M Sell
18,107
-82
-0.5% -$18.7K 0.46% 34
2024
Q3 		$4.02M Buy
18,189
+17
+0.1% +$3.64K 0.48% 32
2024
Q2 		$3.69M Sell
18,172
-75
-0.4% -$15.2K 0.51% 30
2024
Q1 		$3.84M Sell
18,247
-11
-0.1% -$2.19K 0.55% 25
2023
Q4 		$3.66M Sell
18,258
-209
-1% -$37.4K 0.61% 23
2023
Q3 		$3.26M Buy
18,467
+175
+1% +$32.9K 0.42% 39
2023
Q2 		$3.43M Sell
18,292
-67
-0.4% -$11.9K 0.45% 41
2023
Q1 		$3.28M Buy
18,359
+134
+0.7% +$24.7K 0.45% 41
2022
Q4 		$3.18M Sell
18,225
-135
-0.7% -$24K 0.46% 43
2022
Q3 		$3.03M Buy
18,360
+51
+0.3% +$9.3K 0.56% 41
2022
Q2 		$3.1M Sell
18,309
-3,437,411
-99% -$634M 0.78% 32
2022
Q1 		$16.8M Buy
3,455,720
+3,438,481
+19,946% +$701M 0.23% 49
2021
Q4 		$3.83M Buy
17,239
+562
+3% +$127K 1.07% 23
2021
Q3 		$3.65M Hold
16,677
– – 1.03% 23
2021
Q2 		$3.83M Hold
16,677
– – 1.26% 20
2021
Q1 		$3.68M Sell
16,677
-280
-2% -$61.1K 1.35% 19
2020
Q4 		$3.32M Buy
+16,957
New +$2.97M 1.22% 25

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

Aaron Wealth Advisors's IWM Position: Q2 2026 in Review

Aaron Wealth Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 9,010 shares worth $2.71M. The position accounts for 0.14% of the portfolio, ranked #96.

Aaron Wealth Advisors first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. The position peaked at $16.8M in Q1 2022. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Aaron Wealth Advisors held 9,010 shares of iShares Russell 2000 ETF worth $2.71M as of Q2 2026.
  • Aaron Wealth Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.14% of Aaron Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • Aaron Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
  • Aaron Wealth Advisors's iShares Russell 2000 ETF position peaked at $16.8M in Q1 2022.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.