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Advance Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Advance Capital Management’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
Q1 		$1.01M Sell
4,063
-712
-15% -$184K 0.04% 63
2025
Q4 		$1.18M Buy
4,775
+374
+8% +$91.9K 0.05% 55
2025
Q3 		$1.06M Sell
4,401
-110
-2% -$25.2K 0.05% 57
2025
Q2 		$973K Sell
4,511
-705
-14% -$142K 0.04% 60
2025
Q1 		$1.04M Sell
5,216
-1,227
-19% -$266K 0.05% 53
2024
Q4 		$1.42M Buy
6,443
+111
+2% +$25.3K 0.07% 42
2024
Q3 		$1.4M Buy
6,332
+2,850
+82% +$610K 0.06% 41
2024
Q2 		$706K Buy
3,482
+2,036
+141% +$411K 0.03% 66
2024
Q1 		$304K Sell
1,446
-56
-4% -$11.2K 0.02% 110
2023
Q4 		$302K Sell
1,502
-1,314
-47% -$235K 0.02% 95
2023
Q3 		$498K Buy
2,816
+184
+7% +$34.5K 0.05% 64
2023
Q2 		$493K Buy
2,632
+464
+21% +$82.7K 0.06% 60
2023
Q1 		$387K Buy
+2,168
New +$399K 0.07% 66

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Advance Capital Management's IWM Position: Q1 2026 in Review

Advance Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 15% in Q1 2026, selling an estimated $184K and leaving 4,063 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #63.

Advance Capital Management first reported a position in IWM in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.42M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Advance Capital Management held 4,063 shares of iShares Russell 2000 ETF worth $1.01M as of Q1 2026.
  • Advance Capital Management sold 712 iShares Russell 2000 ETF shares in Q1 2026, an estimated $184K.
  • iShares Russell 2000 ETF made up 0.04% of Advance Capital Management's portfolio in Q1 2026, its #63 holding.
  • Advance Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 13 quarters since.
  • Advance Capital Management's iShares Russell 2000 ETF position peaked at $1.42M in Q4 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.