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Advanced Asset Management Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Advanced Asset Management 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 		$103K Sell
342
-2
-0.6% -$562 0.03% 64
2026
Q1 		$85.3K Buy
344
+2
+0.6% +$516 0.02% 62
2025
Q4 		$84.2K Buy
342
+16
+5% +$3.93K 0.02% 66
2025
Q3 		$78.9K Sell
326
-5
-2% -$1.15K 0.02% 68
2025
Q2 		$71.4K Buy
331
+11
+3% +$2.21K 0.02% 69
2025
Q1 		$63.8K Sell
320
-765
-71% -$166K 0.02% 68
2024
Q4 		$240K Buy
1,085
+418
+63% +$95.3K 0.06% 65
2024
Q3 		$135K Hold
667
– – 0.04% 73
2024
Q2 		$135K Buy
667
+29
+5% +$5.86K 0.04% 74
2024
Q1 		$134K Buy
638
+82
+15% +$16.4K 0.03% 77
2023
Q4 		$112K Buy
556
+304
+121% +$54.5K 0.03% 78
2023
Q3 		$44.6K Buy
252
+125
+98% +$23.5K 0.01% 82
2023
Q2 		$23.8K Hold
127
– – 0.01% 82
2023
Q1 		$22.7K Hold
127
– – 0.01% 82
2022
Q4 		$22.2K Hold
127
– – 0.01% 126
2022
Q3 		$21K Hold
127
– – 0.01% 80
2022
Q2 		$22K Hold
127
– – 0.01% 80
2022
Q1 		$26K Hold
127
– – 0.01% 78
2021
Q4 		$28K Sell
127
-125
-50% -$28.2K 0.01% 82
2021
Q3 		$55K Buy
252
+26
+12% +$5.76K 0.01% 78
2021
Q2 		$52K Sell
226
-120
-35% -$27K 0.01% 80
2021
Q1 		$76K Buy
346
+290
+518% +$63.3K 0.02% 82
2020
Q4 		$11K Buy
+56
New +$9.8K ﹤0.01% 90
2020
Q2 		– Sell
-75
Closed -$9K – 108
2020
Q1 		$9K Hold
75
– – ﹤0.01% 109
2019
Q4 		$12K Buy
+75
New +$11.9K ﹤0.01% 114

Other funds holding IWM

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
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Advanced Asset Management Advisors's IWM Position: Q2 2026 in Review

Advanced Asset Management Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.58% in Q2 2026, selling an estimated $562 and leaving 342 shares worth $103K. The position accounts for 0.03% of the portfolio, ranked #64.

Advanced Asset Management Advisors first reported a position in IWM in Q4 2019 and has held it in 25 quarters since. The position peaked at $240K in Q4 2024. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Advanced Asset Management Advisors held 342 shares of iShares Russell 2000 ETF worth $103K as of Q2 2026.
  • Advanced Asset Management Advisors sold 2 iShares Russell 2000 ETF shares in Q2 2026, an estimated $562.
  • iShares Russell 2000 ETF made up 0.03% of Advanced Asset Management Advisors's portfolio in Q2 2026, its #64 holding.
  • Advanced Asset Management Advisors first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 25 quarters since.
  • Advanced Asset Management Advisors's iShares Russell 2000 ETF position peaked at $240K in Q4 2024.
  • 526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.