Advisory Research’s iShares Russell 2000 ETF IWM Stock Holding History

Advisory Research’s Portfolio IWM Stock Details IWM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.32M	Buy
2024 Q1	–	Sell
2023 Q4	$2.34M	Buy
2023 Q1	–	Sell
2022 Q4	$5.37M	Buy
2017 Q4	–	Sell
2017 Q3	$274K	Buy