American Institute for Advanced Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

American Institute for Advanced Investment Management’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	$3.28M	Sell	10,912 -65	-0.6%	-$18.3K	1.89%	7
2026 Q1	$2.72M	Hold	10,977	–	–	1.76%	8
2025 Q4	$2.7M	Sell	10,977 -146	-1%	-$35.9K	1.74%	10
2025 Q3	$2.69M	Sell	11,123 -356	-3%	-$81.7K	1.76%	10
2025 Q2	$2.48M	Sell	11,479 -215	-2%	-$43.3K	1.75%	11
2025 Q1	$2.33M	Sell	11,694 -535	-4%	-$116K	1.78%	10
2024 Q4	$2.7M	Sell	12,229 -4	-0%	-$912	2.01%	9
2024 Q3	$2.7M	Sell	12,233 -397	-3%	-$85K	1.93%	9
2024 Q2	$2.56M	Sell	12,630 -25	-0.2%	-$5.05K	1.96%	9
2024 Q1	$2.66M	Sell	12,655 -1,585	-11%	-$316K	2.1%	9
2023 Q4	$2.86M	Sell	14,240 -1,478	-9%	-$265K	2.52%	9
2023 Q3	$2.78M	Sell	15,718 -1,062	-6%	-$199K	2.57%	9
2023 Q2	$3.14M	Sell	16,780 -790	-4%	-$141K	2.75%	8
2023 Q1	$3.13M	Sell	17,570 -1,783	-9%	-$328K	3.34%	6
2022 Q4	$3.37M	Sell	19,353 -440	-2%	-$78.3K	3.08%	7
2022 Q3	$3.26M	Buy	19,793 +278	+1%	+$50.7K	3.05%	6
2022 Q2	$3.31M	Sell	19,515 -3,422	-15%	-$631K	2.9%	7
2022 Q1	$4.71M	Buy	22,937 +249	+1%	+$50.8K	3.42%	6
2021 Q4	$5.05M	Buy	22,688 +820	+4%	+$185K	3.4%	5
2021 Q3	$4.78M	Buy	21,868 +666	+3%	+$148K	3.39%	4
2021 Q2	$4.86M	Buy	21,202 +276	+1%	+$62.1K	3.43%	4
2021 Q1	$4.62M	Buy	20,926 +2,977	+17%	+$650K	3.53%	4
2020 Q4	$3.52M	Buy	17,949 +6,276	+54%	+$1.1M	2.83%	7
2020 Q3	$1.75M	Sell	11,673 -239	-2%	-$36K	1.57%	23
2020 Q2	$1.71M	Buy	11,912 +575	+5%	+$75.5K	1.61%	21
2020 Q1	$1.3M	Buy	11,337 +298	+3%	+$44.4K	1.41%	24
2019 Q4	$1.83M	Buy	+11,039	New	+$1.74M	1.77%	19

Other funds holding IWM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

American Institute for Advanced Investment Management's IWM Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.59% in Q2 2026, selling an estimated $18.3K and leaving 10,912 shares worth $3.28M. The position accounts for 1.89% of the portfolio, ranked #7.

American Institute for Advanced Investment Management first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.05M in Q4 2021. 1,865 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

American Institute for Advanced Investment Management held 10,912 shares of iShares Russell 2000 ETF worth $3.28M as of Q2 2026.
American Institute for Advanced Investment Management sold 65 iShares Russell 2000 ETF shares in Q2 2026, an estimated $18.3K.
iShares Russell 2000 ETF made up 1.89% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #7 holding.
American Institute for Advanced Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
American Institute for Advanced Investment Management's iShares Russell 2000 ETF position peaked at $5.05M in Q4 2021.
1,865 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.