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

Advisors Management Group’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 		$2.55M Sell
8,483
-23
-0.3% -$6.46K 0.42% 55
2026
Q1 		$2.11M Buy
8,506
+46
+0.5% +$11.9K 0.38% 63
2025
Q4 		$2.08M Sell
8,460
-177
-2% -$43.5K 0.38% 65
2025
Q3 		$2.09M Sell
8,637
-142
-2% -$32.6K 0.37% 69
2025
Q2 		$1.89M Buy
8,779
+19
+0.2% +$3.82K 0.36% 70
2025
Q1 		$1.75M Sell
8,760
-21,476
-71% -$4.66M 0.38% 70
2024
Q4 		$6.68M Buy
30,236
+632
+2% +$144K 1.58% 20
2024
Q3 		$6.54M Buy
29,604
+253
+0.9% +$54.1K 1.54% 20
2024
Q2 		$5.96M Buy
29,351
+507
+2% +$102K 1.49% 21
2024
Q1 		$6.07M Buy
28,844
+1,841
+7% +$367K 1.51% 24
2023
Q4 		$5.42M Sell
27,003
-233
-0.9% -$41.7K 1.47% 22
2023
Q3 		$4.81M Sell
27,236
-160
-0.6% -$30K 1.45% 23
2023
Q2 		$5.13M Buy
27,396
+25,369
+1,252% +$4.52M 1.53% 21
2023
Q1 		$362K Buy
2,027
+420
+26% +$77.3K 0.12% 99
2022
Q4 		$280K Buy
+1,607
New +$286K 0.11% 105

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisors Management Group's IWM Position: Q2 2026 in Review

Advisors Management Group reduced its iShares Russell 2000 ETF (IWM) stake by 0.27% in Q2 2026, selling an estimated $6.46K and leaving 8,483 shares worth $2.55M. The position accounts for 0.42% of the portfolio, ranked #55.

Advisors Management Group first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.68M in Q4 2024. 2,729 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Advisors Management Group held 8,483 shares of iShares Russell 2000 ETF worth $2.55M as of Q2 2026.
  • Advisors Management Group sold 23 iShares Russell 2000 ETF shares in Q2 2026, an estimated $6.46K.
  • iShares Russell 2000 ETF made up 0.42% of Advisors Management Group's portfolio in Q2 2026, its #55 holding.
  • Advisors Management Group first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
  • Advisors Management Group's iShares Russell 2000 ETF position peaked at $6.68M in Q4 2024.
  • 2,729 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Advisors Management Group's 13F filing for Q2 2026, filed 4 Aug 2026.