Advisory Solutions Group’s iShares Russell 2000 ETF IWM Stock Holding History

Advisory Solutions 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 Q3	$2.01M	Buy	7,236 +480	+7%	+$141K	0.43%	67
2026 Q2	$2.03M	Buy	+6,756	New	+$1.9M	0.69%	40

Other funds holding IWM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Advisory Solutions Group's IWM Position: Q3 2026 in Review

Advisory Solutions Group increased its iShares Russell 2000 ETF (IWM) stake by 7.1% in Q3 2026, buying an estimated $141K and bringing the position to 7,236 shares worth $2.01M. The position accounts for 0.43% of the portfolio, ranked #67.

Advisory Solutions Group first reported a position in IWM in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.03M in Q2 2026. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Advisory Solutions Group held 7,236 shares of iShares Russell 2000 ETF worth $2.01M as of Q3 2026.
Advisory Solutions Group bought 480 iShares Russell 2000 ETF shares in Q3 2026, an estimated $141K.
iShares Russell 2000 ETF made up 0.43% of Advisory Solutions Group's portfolio in Q3 2026, its #67 holding.
Advisory Solutions Group first reported a position in iShares Russell 2000 ETF in Q2 2026 and has held it in 2 quarters since.
Advisory Solutions Group's iShares Russell 2000 ETF position peaked at $2.03M in Q2 2026.
2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.