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Acorn Financial Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

Acorn Financial Advisory Services’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 		$586K Sell
1,950
-61
-3% -$17.1K 0.08% 122
2026
Q1 		$499K Sell
2,011
-1,133
-36% -$292K 0.07% 129
2025
Q4 		$774K Sell
3,144
-54
-2% -$13.3K 0.11% 89
2025
Q3 		$774K Buy
3,198
+67
+2% +$15.4K 0.12% 87
2025
Q2 		$676K Buy
3,131
+105
+3% +$21.1K 0.11% 96
2025
Q1 		$604K Sell
3,026
-399
-12% -$86.6K 0.11% 93
2024
Q4 		$757K Buy
3,425
+5
+0.1% +$1.14K 0.12% 84
2024
Q3 		$755K Sell
3,420
-704
-17% -$151K 0.13% 76
2024
Q2 		$837K Sell
4,124
-87
-2% -$17.6K 0.16% 74
2024
Q1 		$886K Sell
4,211
-5,778
-58% -$1.15M 0.17% 76
2023
Q4 		$1.96M Sell
9,989
-844
-8% -$151K 0.34% 42
2023
Q3 		$1.9M Sell
10,833
-243
-2% -$45.6K 0.34% 45
2023
Q2 		$2.07M Buy
11,076
+881
+9% +$157K 0.37% 35
2023
Q1 		$1.82M Buy
10,195
+54
+0.5% +$9.94K 0.35% 39
2022
Q4 		$1.77M Buy
10,141
+856
+9% +$152K 0.38% 33
2022
Q3 		$1.53M Sell
9,285
-116
-1% -$21.2K 0.37% 36
2022
Q2 		$1.59M Buy
9,401
+1,560
+20% +$288K 0.38% 41
2022
Q1 		$1.61M Buy
7,841
+853
+12% +$174K 0.32% 50
2021
Q4 		$1.55M Sell
6,988
-202
-3% -$45.6K 0.31% 55
2021
Q3 		$1.57M Sell
7,190
-458
-6% -$102K 0.49% 51
2021
Q2 		$1.75M Buy
+7,648
New +$1.72M 0.52% 54
2021
Q1 		– Sell
-8,139
Closed -$1.6M – 208
2020
Q4 		$1.6M Sell
8,139
-249
-3% -$43.6K 0.63% 37
2020
Q3 		$1.26M Buy
8,388
+156
+2% +$23.5K 0.66% 32
2020
Q2 		$1.18M Sell
8,232
-838
-9% -$110K 0.82% 26
2020
Q1 		$1.04M Hold
9,070
– – 1.03% 21
2019
Q4 		$1.5M Buy
+9,070
New +$1.43M 1.26% 14

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

Acorn Financial Advisory Services's IWM Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its iShares Russell 2000 ETF (IWM) stake by 3% in Q2 2026, selling an estimated $17.1K and leaving 1,950 shares worth $586K. The position accounts for 0.08% of the portfolio, ranked #122.

Acorn Financial Advisory Services first reported a position in IWM in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.07M in Q2 2023. 1,350 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Acorn Financial Advisory Services held 1,950 shares of iShares Russell 2000 ETF worth $586K as of Q2 2026.
  • Acorn Financial Advisory Services sold 61 iShares Russell 2000 ETF shares in Q2 2026, an estimated $17.1K.
  • iShares Russell 2000 ETF made up 0.08% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #122 holding.
  • Acorn Financial Advisory Services first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 26 quarters since.
  • Acorn Financial Advisory Services's iShares Russell 2000 ETF position peaked at $2.07M in Q2 2023.
  • 1,350 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.