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Advus Financial Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Advus Financial Partners’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 		$779K Sell
2,593
-401
-13% -$113K 0.18% 97
2026
Q1 		$742K Buy
2,994
+380
+15% +$98K 0.19% 94
2025
Q4 		$644K Sell
2,614
-53
-2% -$13K 0.16% 93
2025
Q3 		$645K Sell
2,667
-47
-2% -$10.8K 0.16% 102
2025
Q2 		$586K Sell
2,714
-835
-24% -$168K 0.15% 102
2025
Q1 		$708K Buy
3,549
+1,048
+42% +$227K 0.2% 76
2024
Q4 		$553K Hold
2,501
– – 0.16% 97
2024
Q3 		$552K Buy
2,501
+11
+0.4% +$2.35K 0.16% 91
2024
Q2 		$505K Hold
2,490
– – 0.15% 96
2024
Q1 		$524K Sell
2,490
-79
-3% -$15.8K 0.16% 91
2023
Q4 		$516K Buy
2,569
+60
+2% +$10.7K 0.18% 83
2023
Q3 		$444K Sell
2,509
-1,331
-35% -$250K 0.17% 79
2023
Q2 		$719K Sell
3,840
-149
-4% -$26.6K 0.28% 56
2023
Q1 		$712K Sell
3,989
-398
-9% -$73.3K 0.29% 54
2022
Q4 		$765K Sell
4,387
-42
-0.9% -$7.47K 0.33% 49
2022
Q3 		$730K Buy
4,429
+6
+0.1% +$1.09K 0.39% 43
2022
Q2 		$749K Sell
4,423
-5
-0.1% -$922 0.39% 40
2022
Q1 		$909K Buy
+4,428
New +$903K 0.46% 38
2021
Q3 		$983K Buy
+4,417
New +$979K 0.54% 27

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advus Financial Partners's IWM Position: Q2 2026 in Review

Advus Financial Partners reduced its iShares Russell 2000 ETF (IWM) stake by 13% in Q2 2026, selling an estimated $113K and leaving 2,593 shares worth $779K. The position accounts for 0.18% of the portfolio, ranked #97.

Advus Financial Partners first reported a position in IWM in Q3 2021 and has held it in 19 quarters since. The position peaked at $983K in Q3 2021. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Advus Financial Partners held 2,593 shares of iShares Russell 2000 ETF worth $779K as of Q2 2026.
  • Advus Financial Partners sold 401 iShares Russell 2000 ETF shares in Q2 2026, an estimated $113K.
  • iShares Russell 2000 ETF made up 0.18% of Advus Financial Partners's portfolio in Q2 2026, its #97 holding.
  • Advus Financial Partners first reported a position in iShares Russell 2000 ETF in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners's iShares Russell 2000 ETF position peaked at $983K in Q3 2021.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Advus Financial Partners's 13F filing for Q2 2026, filed 25 Aug 2026.