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Accelerate Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Accelerate Investment 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 		$364K Sell
1,212
-26
-2% -$7.31K 0.21% 79
2026
Q1 		$307K Hold
1,238
– – 0.21% 73
2025
Q4 		$305K Hold
1,238
– – 0.21% 76
2025
Q3 		$299K Sell
1,238
-32
-3% -$7.34K 0.2% 78
2025
Q2 		$274K Buy
+1,270
New +$256K 0.2% 84

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Accelerate Investment Advisors's IWM Position: Q2 2026 in Review

Accelerate Investment Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 2.1% in Q2 2026, selling an estimated $7.31K and leaving 1,212 shares worth $364K. The position accounts for 0.21% of the portfolio, ranked #79.

Accelerate Investment Advisors first reported a position in IWM in Q2 2025 and has held it in 5 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Accelerate Investment Advisors held 1,212 shares of iShares Russell 2000 ETF worth $364K as of Q2 2026.
  • Accelerate Investment Advisors sold 26 iShares Russell 2000 ETF shares in Q2 2026, an estimated $7.31K.
  • iShares Russell 2000 ETF made up 0.21% of Accelerate Investment Advisors's portfolio in Q2 2026, its #79 holding.
  • Accelerate Investment Advisors first reported a position in iShares Russell 2000 ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Accelerate Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.