Addison Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Addison 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	$124K	Sell	414 -99	-19%	-$27.8K	0.06%	155
2026 Q1	$127K	Buy	513 +99	+24%	+$25.5K	0.03%	285
2025 Q4	$102K	Buy	+414	New	+$102K	0.02%	312
2025 Q2	–	Sell	-45	Closed	-$8.98K	–	903
2025 Q1	$8.98K	Buy	+45	New	+$9.76K	﹤0.01%	601
2023 Q2	–	Sell	-30	Closed	-$5.35K	–	644
2023 Q1	$5.35K	Buy	30 +5	+20%	+$921	﹤0.01%	505
2022 Q4	$4.36K	Buy	+25	New	+$4.45K	﹤0.01%	513

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Addison Advisors's IWM Position: Q2 2026 in Review

Addison Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 19% in Q2 2026, selling an estimated $27.8K and leaving 414 shares worth $124K. The position accounts for 0.06% of the portfolio, ranked #155.

Addison Advisors first reported a position in IWM in Q4 2022 and has held it in 6 quarters since. The position peaked at $127K in Q1 2026. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Addison Advisors held 414 shares of iShares Russell 2000 ETF worth $124K as of Q2 2026.
Addison Advisors sold 99 iShares Russell 2000 ETF shares in Q2 2026, an estimated $27.8K.
iShares Russell 2000 ETF made up 0.06% of Addison Advisors's portfolio in Q2 2026, its #155 holding.
Addison Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 6 quarters since.
Addison Advisors's iShares Russell 2000 ETF position peaked at $127K in Q1 2026.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.