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 Q2	$1.2M	Sell	4,005 -58	-1%	-$16.3K	0.04%	68
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 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

Advance Capital Management's IWM Position: Q2 2026 in Review

Advance Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.4% in Q2 2026, selling an estimated $16.3K and leaving 4,005 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #68.

Advance Capital Management first reported a position in IWM in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.42M in Q4 2024. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Advance Capital Management held 4,005 shares of iShares Russell 2000 ETF worth $1.2M as of Q2 2026.
Advance Capital Management sold 58 iShares Russell 2000 ETF shares in Q2 2026, an estimated $16.3K.
iShares Russell 2000 ETF made up 0.04% of Advance Capital Management's portfolio in Q2 2026, its #68 holding.
Advance Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 14 quarters since.
Advance Capital Management's iShares Russell 2000 ETF position peaked at $1.42M in Q4 2024.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.