Affinity Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Affinity Capital Advisors’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	$260K	Hold	871	–	–	0.03%	166
2026 Q1	$216K	Buy	871 +24	+3%	+$6.19K	0.03%	172
2025 Q4	$209K	Buy	+847	New	+$208K	0.03%	165
2020 Q1	–	Sell	-1,679	Closed	-$278K	–	114
2019 Q4	$278K	Buy	+1,679	New	+$265K	0.18%	86

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Affinity Capital Advisors's IWM Position: Q2 2026 in Review

Affinity Capital Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 871 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #166.

Affinity Capital Advisors first reported a position in IWM in Q4 2019 and has held it in 4 quarters since. The position peaked at $278K in Q4 2019. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Affinity Capital Advisors held 871 shares of iShares Russell 2000 ETF worth $260K as of Q2 2026.
Affinity Capital Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.03% of Affinity Capital Advisors's portfolio in Q2 2026, its #166 holding.
Affinity Capital Advisors first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 4 quarters since.
Affinity Capital Advisors's iShares Russell 2000 ETF position peaked at $278K in Q4 2019.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.