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 Q2	$2.03M	Buy	+6,756	New	+$1.9M	0.69%	40

Other funds holding IWM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisory Solutions Group's IWM Position: Q2 2026 in Review

Advisory Solutions Group opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 6,756 shares worth $2.03M. The stake represents 0.69% of the portfolio and ranks #40 among its holdings.

2,634 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Advisory Solutions Group held 6,756 shares of iShares Russell 2000 ETF worth $2.03M as of Q2 2026.
iShares Russell 2000 ETF was a new Advisory Solutions Group position in Q2 2026.
iShares Russell 2000 ETF made up 0.69% of Advisory Solutions Group's portfolio in Q2 2026, its #40 holding.
2,634 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Advisory Solutions Group's 13F filing for Q2 2026, filed 29 Jul 2026.