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

Acorn 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 		$356K Sell
1,184
-21
-2% -$5.9K 0.09% 205
2026
Q1 		$299K Sell
1,205
-28
-2% -$7.22K 0.09% 199
2025
Q4 		$303K Sell
1,233
-117
-9% -$28.8K 0.09% 204
2025
Q3 		$327K Buy
1,350
+30
+2% +$6.88K 0.1% 194
2025
Q2 		$285K Buy
1,320
+1
+0.1% +$201 0.11% 193
2025
Q1 		$263K Sell
1,319
-186
-12% -$40.3K 0.11% 193
2024
Q4 		$333K Sell
1,505
-126
-8% -$28.7K 0.14% 148
2024
Q3 		$360K Buy
1,631
+317
+24% +$67.8K 0.15% 136
2024
Q2 		$267K Buy
1,314
+46
+4% +$9.3K 0.13% 158
2024
Q1 		$267K Buy
1,268
+2
+0.2% +$399 0.14% 160
2023
Q4 		$254K Sell
1,266
-93
-7% -$16.7K 0.15% 152
2023
Q3 		$240K Hold
1,359
– – 0.16% 151
2023
Q2 		$254K Buy
1,359
+2
+0.1% +$357 0.17% 141
2023
Q1 		$242K Buy
1,357
+2
+0.1% +$368 0.18% 143
2022
Q4 		$236K Sell
1,355
-124
-8% -$22.1K 0.18% 133
2022
Q3 		$244K Sell
1,479
-75
-5% -$13.7K 0.2% 127
2022
Q2 		$263K Buy
1,554
+27
+2% +$4.98K 0.21% 124
2022
Q1 		$313K Sell
1,527
-19
-1% -$3.88K 0.22% 117
2021
Q4 		$344K Buy
1,546
+32
+2% +$7.23K 0.22% 114
2021
Q3 		$331K Buy
1,514
+11
+0.7% +$2.44K 0.23% 109
2021
Q2 		$345K Buy
1,503
+4
+0.3% +$899 0.24% 105
2021
Q1 		$331K Buy
1,499
+261
+21% +$57K 0.24% 106
2020
Q4 		$243K Buy
+1,238
New +$217K 0.19% 125
2018
Q3 		– Sell
-656
Closed -$108K – 287
2018
Q2 		$108K Hold
656
– – 0.09% 171
2018
Q1 		$101K Buy
656
+1
+0.2% +$154 0.09% 179
2017
Q4 		$101K Buy
+655
New +$98.4K 0.09% 170

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

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

Acorn Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 1.7% in Q2 2026, selling an estimated $5.9K and leaving 1,184 shares worth $356K. The position accounts for 0.09% of the portfolio, ranked #205.

Acorn Wealth Advisors first reported a position in IWM in Q4 2017 and has held it in 26 quarters since. The position peaked at $360K in Q3 2024. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Acorn Wealth Advisors held 1,184 shares of iShares Russell 2000 ETF worth $356K as of Q2 2026.
  • Acorn Wealth Advisors sold 21 iShares Russell 2000 ETF shares in Q2 2026, an estimated $5.9K.
  • iShares Russell 2000 ETF made up 0.09% of Acorn Wealth Advisors's portfolio in Q2 2026, its #205 holding.
  • Acorn Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 26 quarters since.
  • Acorn Wealth Advisors's iShares Russell 2000 ETF position peaked at $360K in Q3 2024.
  • 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.