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Amplius Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Amplius Wealth 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 		$521K Buy
1,733
+300
+21% +$84.3K 0.04% 124
2026
Q1 		$355K Sell
1,433
-358
-20% -$92.3K 0.03% 134
2025
Q4 		$441K Sell
1,791
-132
-7% -$32.5K 0.04% 115
2025
Q3 		$465K Sell
1,923
-352
-15% -$80.8K 0.04% 111
2025
Q2 		$491K Buy
2,275
+200
+10% +$40.2K 0.05% 119
2025
Q1 		$414K Hold
2,075
– – 0.04% 122
2024
Q4 		$458K Buy
2,075
+270
+15% +$61.6K 0.05% 115
2024
Q3 		$399K Buy
1,805
+30
+2% +$6.42K 0.04% 112
2024
Q2 		$360K Hold
1,775
– – 0.04% 116
2024
Q1 		$373K Hold
1,775
– – 0.04% 113
2023
Q4 		$356K Buy
1,775
+146
+9% +$26.2K 0.04% 115
2023
Q3 		$288K Hold
1,629
– – 0.04% 124
2023
Q2 		$305K Sell
1,629
-6
-0.4% -$1.07K 0.04% 123
2023
Q1 		$292K Buy
1,635
+206
+14% +$37.9K 0.04% 126
2022
Q4 		$249K Sell
1,429
-70
-5% -$12.4K 0.04% 133
2022
Q3 		$247K Buy
1,499
+131
+10% +$23.9K 0.04% 130
2022
Q2 		$231K Sell
1,368
-148
-10% -$27.3K 0.04% 143
2022
Q1 		$311K Hold
1,516
– – 0.05% 130
2021
Q4 		$337K Buy
+1,516
New +$343K 0.05% 144

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

Amplius Wealth Advisors's IWM Position: Q2 2026 in Review

Amplius Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 21% in Q2 2026, buying an estimated $84.3K and bringing the position to 1,733 shares worth $521K. The position accounts for 0.04% of the portfolio, ranked #124.

Amplius Wealth Advisors first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Amplius Wealth Advisors held 1,733 shares of iShares Russell 2000 ETF worth $521K as of Q2 2026.
  • Amplius Wealth Advisors bought 300 iShares Russell 2000 ETF shares in Q2 2026, an estimated $84.3K.
  • iShares Russell 2000 ETF made up 0.04% of Amplius Wealth Advisors's portfolio in Q2 2026, its #124 holding.
  • Amplius Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.