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Alliance Wealth Advisors (Pennsylvania)’s iShares Russell 2000 ETF IWM Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$206K Buy
+686
New +$193K 0.07% 165
2026
Q1 		– Sell
-886
Closed -$218K – 159
2025
Q4 		$218K Buy
886
+10
+1% +$2.46K 0.09% 150
2025
Q3 		$212K Buy
+876
New +$201K 0.1% 149

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
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

Alliance Wealth Advisors (Pennsylvania)'s IWM Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 686 shares worth $206K. The stake represents 0.07% of the portfolio and ranks #165 among its holdings. This is a return to the name: Alliance Wealth Advisors (Pennsylvania) previously reported a position in IWM as recently as Q4 2025.

Alliance Wealth Advisors (Pennsylvania) first reported a position in IWM in Q3 2025 and has held it in 3 quarters since. The position peaked at $218K in Q4 2025. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 686 shares of iShares Russell 2000 ETF worth $206K as of Q2 2026.
  • iShares Russell 2000 ETF was a new Alliance Wealth Advisors (Pennsylvania) position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.07% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #165 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in iShares Russell 2000 ETF in Q3 2025 and has held it in 3 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s iShares Russell 2000 ETF position peaked at $218K in Q4 2025.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.