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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
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

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Advocate Group's IWM Position: Q2 2026 in Review

Advocate Group reduced its iShares Russell 2000 ETF (IWM) stake by 4.5% in Q2 2026, selling an estimated $21.1K and leaving 1,593 shares worth $479K. The position accounts for 0.07% of the portfolio, ranked #96.

Advocate Group first reported a position in IWM in Q2 2022 and has held it in 17 quarters since. 1,054 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Advocate Group held 1,593 shares of iShares Russell 2000 ETF worth $479K as of Q2 2026.
  • Advocate Group sold 75 iShares Russell 2000 ETF shares in Q2 2026, an estimated $21.1K.
  • iShares Russell 2000 ETF made up 0.07% of Advocate Group's portfolio in Q2 2026, its #96 holding.
  • Advocate Group first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,054 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.