Advantage Trust Company’s iShares Russell 2000 ETF IWM Stock Holding History

Advantage Trust Company’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	$58.3K	Hold	194	–	–	0.02%	103
2026 Q1	$48.1K	Hold	194	–	–	0.02%	80
2025 Q4	$47.8K	Hold	194	–	–	0.02%	78
2025 Q3	$46.9K	Hold	194	–	–	0.02%	112
2025 Q2	$41.9K	Hold	194	–	–	0.02%	134
2025 Q1	$38.7K	Sell	194 -43	-18%	-$9.33K	0.02%	110
2024 Q4	$52.4K	Sell	237 -152	-39%	-$34.7K	0.03%	103
2024 Q3	$85.9K	Hold	389	–	–	0.06%	76
2024 Q2	$78.9K	Hold	389	–	–	0.06%	88
2024 Q1	$81.8K	Hold	389	–	–	0.06%	83
2023 Q4	$78.1K	Buy	+389	New	+$69.7K	0.06%	86

Other funds holding IWM

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Advantage Trust Company's IWM Position: Q2 2026 in Review

Advantage Trust Company held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 194 shares worth $58.3K. The position accounts for 0.02% of the portfolio, ranked #103.

Advantage Trust Company first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. The position peaked at $85.9K in Q3 2024. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Advantage Trust Company held 194 shares of iShares Russell 2000 ETF worth $58.3K as of Q2 2026.
Advantage Trust Company left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.02% of Advantage Trust Company's portfolio in Q2 2026, its #103 holding.
Advantage Trust Company first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
Advantage Trust Company's iShares Russell 2000 ETF position peaked at $85.9K in Q3 2024.
936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.