American Capital Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

American Capital Advisory’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	$71.5K	Buy	238 +16	+7%	+$4.5K	0.03%	183
2026 Q1	$55.1K	Buy	222 +17	+8%	+$4.38K	0.02%	199
2025 Q4	$50.5K	Sell	205 -8	-4%	-$1.97K	0.02%	200
2025 Q3	$51.6K	Sell	213 -17	-7%	-$3.9K	0.02%	188
2025 Q2	$49.6K	Sell	230 -86	-27%	-$17.3K	0.02%	181
2025 Q1	$63K	Buy	316 +93	+42%	+$20.2K	0.03%	156
2024 Q4	$49.3K	Buy	223 +29	+15%	+$6.61K	0.03%	181
2024 Q3	$42.9K	Sell	194 -197	-50%	-$42.2K	0.02%	190
2024 Q2	$78.5K	Sell	391 -701	-64%	-$142K	0.06%	128
2024 Q1	$195K	Buy	1,092 +701	+179%	+$140K	0.17%	85
2023 Q4	$78.5K	Buy	+391	New	+$70K	0.06%	128

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

American Capital Advisory's IWM Position: Q2 2026 in Review

American Capital Advisory increased its iShares Russell 2000 ETF (IWM) stake by 7.2% in Q2 2026, buying an estimated $4.5K and bringing the position to 238 shares worth $71.5K. The position accounts for 0.03% of the portfolio, ranked #183.

American Capital Advisory first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. The position peaked at $195K in Q1 2024. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

American Capital Advisory held 238 shares of iShares Russell 2000 ETF worth $71.5K as of Q2 2026.
American Capital Advisory bought 16 iShares Russell 2000 ETF shares in Q2 2026, an estimated $4.5K.
iShares Russell 2000 ETF made up 0.03% of American Capital Advisory's portfolio in Q2 2026, its #183 holding.
American Capital Advisory first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
American Capital Advisory's iShares Russell 2000 ETF position peaked at $195K in Q1 2024.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.