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 Q3	$243K	Hold	871	–	–	0.03%	189
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

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

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

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Affinity Capital Advisors's IWM Position: Q3 2026 in Review

Affinity Capital Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 871 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #189.

Affinity Capital Advisors first reported a position in IWM in Q4 2019 and has held it in 5 quarters since. The position peaked at $278K in Q4 2019. 589 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Affinity Capital Advisors held 871 shares of iShares Russell 2000 ETF worth $243K as of Q3 2026.
Affinity Capital Advisors left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.03% of Affinity Capital Advisors's portfolio in Q3 2026, its #189 holding.
Affinity Capital Advisors first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 5 quarters since.
Affinity Capital Advisors's iShares Russell 2000 ETF position peaked at $278K in Q4 2019.
589 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.