Advocate Group’s iShares Russell 2000 ETF IWM Stock Holding History

Advocate 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	$332K	Sell	1,193 -400	-25%	-$117K	0.05%	103
2026 Q2	$479K	Sell	1,593 -75	-4%	-$21.1K	0.07%	96
2026 Q1	$414K	Sell	1,668 -48	-3%	-$12.4K	0.06%	99
2025 Q4	$422K	Hold	1,716	–	–	0.07%	98
2025 Q3	$415K	Hold	1,716	–	–	0.07%	97
2025 Q2	$370K	Hold	1,716	–	–	0.07%	95
2025 Q1	$342K	Hold	1,716	–	–	0.06%	96
2024 Q4	$379K	Hold	1,716	–	–	0.07%	98
2024 Q3	$379K	Hold	1,716	–	–	0.07%	96
2024 Q2	$348K	Hold	1,716	–	–	0.07%	99
2024 Q1	$361K	Hold	1,716	–	–	0.07%	99
2023 Q4	$344K	Hold	1,716	–	–	0.07%	100
2023 Q3	$303K	Hold	1,716	–	–	0.07%	101
2023 Q2	$321K	Hold	1,716	–	–	0.07%	104
2023 Q1	$306K	Sell	1,716 -9	-0.5%	-$1.66K	0.07%	104
2022 Q4	$301K	Hold	1,725	–	–	0.06%	105
2022 Q3	$284K	Hold	1,725	–	–	0.07%	101
2022 Q2	$292K	Buy	+1,725	New	+$318K	0.07%	104

Other funds holding IWM

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Advocate Group's IWM Position: Q3 2026 in Review

Advocate Group reduced its iShares Russell 2000 ETF (IWM) stake by 25% in Q3 2026, selling an estimated $117K and leaving 1,193 shares worth $332K. The position accounts for 0.05% of the portfolio, ranked #103.

Advocate Group first reported a position in IWM in Q2 2022 and has held it in 18 quarters since. The position peaked at $479K in Q2 2026. 1,327 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Advocate Group held 1,193 shares of iShares Russell 2000 ETF worth $332K as of Q3 2026.
Advocate Group sold 400 iShares Russell 2000 ETF shares in Q3 2026, an estimated $117K.
iShares Russell 2000 ETF made up 0.05% of Advocate Group's portfolio in Q3 2026, its #103 holding.
Advocate Group first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 18 quarters since.
Advocate Group's iShares Russell 2000 ETF position peaked at $479K in Q2 2026.
1,327 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.