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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 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. 526 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.
526 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.