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Addis & Hill’s iShares Russell 2000 ETF IWM Stock Holding History

Addis & Hill’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 		$5.77M Sell
19,216
-218
-1% -$61.3K 3.18% 10
2026
Q1 		$4.82M Buy
19,434
+348
+2% +$89.8K 2.93% 10
2025
Q4 		$4.7M Buy
19,086
+763
+4% +$188K 2.85% 10
2025
Q3 		$4.44M Buy
18,323
+848
+5% +$195K 2.71% 10
2025
Q2 		$3.77M Buy
17,475
+515
+3% +$104K 2.46% 10
2025
Q1 		$3.38M Buy
+16,960
New +$3.68M 2.36% 10
2024
Q4 		– Sell
-13,485
Closed -$2.98M – 26
2024
Q3 		$2.98M Sell
13,485
-86
-0.6% -$18.4K 2.28% 11
2024
Q2 		$2.74M Buy
13,571
+622
+5% +$126K 2.28% 11
2024
Q1 		$2.67M Buy
12,949
+757
+6% +$151K 2.27% 10
2023
Q4 		$2.45M Buy
+12,192
New +$2.18M 2.18% 10

Other funds holding IWM

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
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
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM

Addis & Hill's IWM Position: Q2 2026 in Review

Addis & Hill reduced its iShares Russell 2000 ETF (IWM) stake by 1.1% in Q2 2026, selling an estimated $61.3K and leaving 19,216 shares worth $5.77M. The position accounts for 3.18% of the portfolio, ranked #10.

Addis & Hill first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. 628 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Addis & Hill held 19,216 shares of iShares Russell 2000 ETF worth $5.77M as of Q2 2026.
  • Addis & Hill sold 218 iShares Russell 2000 ETF shares in Q2 2026, an estimated $61.3K.
  • iShares Russell 2000 ETF made up 3.18% of Addis & Hill's portfolio in Q2 2026, its #10 holding.
  • Addis & Hill first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
  • 628 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Addis & Hill's 13F filing for Q2 2026, filed 7 Jul 2026.