American Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

American Financial 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	$1.03M	Sell	3,427 -93	-3%	-$26.1K	0.12%	75
2026 Q1	$873K	Sell	3,520 -82	-2%	-$21.2K	0.12%	71
2025 Q4	$887K	Sell	3,602 -180	-5%	-$44.3K	0.11%	71
2025 Q3	$915K	Sell	3,782 -66	-2%	-$15.1K	0.12%	70
2025 Q2	$830K	Sell	3,848 -2	-0.1%	-$402	0.12%	70
2025 Q1	$768K	Sell	3,850 -23	-0.6%	-$4.99K	0.11%	64
2024 Q4	$856K	Sell	3,873 -1,030	-21%	-$235K	0.12%	61
2024 Q3	$1.08M	Sell	4,903 -63	-1%	-$13.5K	0.15%	58
2024 Q2	$1.01M	Sell	4,966 -97	-2%	-$19.6K	0.14%	57
2024 Q1	$1.06M	Sell	5,063 -96	-2%	-$19.2K	0.15%	59
2023 Q4	$1.04M	Sell	5,159 -172	-3%	-$30.8K	0.15%	56
2023 Q3	$942K	Hold	5,331	–	–	0.15%	59
2023 Q2	$998K	Buy	5,331 +5	+0.1%	+$891	0.16%	59
2023 Q1	$950K	Sell	5,326 -18	-0.3%	-$3.31K	0.15%	57
2022 Q4	$932K	Sell	5,344 -52	-1%	-$9.25K	0.16%	57
2022 Q3	$890K	Sell	5,396 -458	-8%	-$83.5K	0.15%	57
2022 Q2	$991K	Sell	5,854 -217	-4%	-$40K	0.26%	34
2022 Q1	$1.25M	Sell	6,071 -252	-4%	-$51.4K	0.17%	52
2021 Q4	$1.41M	Sell	6,323 -733	-10%	-$166K	0.18%	48
2021 Q3	$1.54M	Sell	7,056 -682	-9%	-$151K	0.21%	47
2021 Q2	$1.77M	Sell	7,738 -475	-6%	-$107K	0.24%	45
2021 Q1	$1.81M	Sell	8,213 -151	-2%	-$33K	0.27%	45
2020 Q4	$1.64M	Sell	8,364 -218	-3%	-$38.1K	0.23%	47
2020 Q3	$1.29M	Sell	8,582 -200	-2%	-$30.1K	0.21%	50
2020 Q2	$1.28M	Sell	8,782 -40	-0.5%	-$5.25K	0.21%	48
2020 Q1	$1.12M	Sell	8,822 -515	-6%	-$76.8K	0.2%	50
2019 Q4	$1.41M	Sell	9,337 -1,056	-10%	-$167K	0.25%	42
2019 Q3	$1.57M	Sell	10,393 -919	-8%	-$140K	0.3%	38
2019 Q2	$1.76M	Sell	11,312 -318	-3%	-$49K	0.34%	38
2019 Q1	$1.78M	Sell	11,630 -100	-0.9%	-$15K	0.36%	37
2018 Q4	$1.57M	Buy	+11,730	New	+$1.75M	0.34%	39

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

American Financial Advisors's IWM Position: Q2 2026 in Review

American Financial Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 2.6% in Q2 2026, selling an estimated $26.1K and leaving 3,427 shares worth $1.03M. The position accounts for 0.12% of the portfolio, ranked #75.

American Financial Advisors first reported a position in IWM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.81M in Q1 2021. 1,116 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

American Financial Advisors held 3,427 shares of iShares Russell 2000 ETF worth $1.03M as of Q2 2026.
American Financial Advisors sold 93 iShares Russell 2000 ETF shares in Q2 2026, an estimated $26.1K.
iShares Russell 2000 ETF made up 0.12% of American Financial Advisors's portfolio in Q2 2026, its #75 holding.
American Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 31 quarters since.
American Financial Advisors's iShares Russell 2000 ETF position peaked at $1.81M in Q1 2021.
1,116 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.