AFA
IWM icon

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

Antonelli 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 		$713K Sell
2,374
-117
-5% -$32.9K 0.49% 30
2026
Q1 		$618K Sell
2,491
-115
-4% -$29.7K 0.43% 30
2025
Q4 		$641K Hold
2,606
– – 0.42% 27
2025
Q3 		$630K Hold
2,606
– – 0.43% 25
2025
Q2 		$562K Hold
2,606
– – 0.41% 25
2025
Q1 		$520K Sell
2,606
-1,017
-28% -$221K 0.42% 27
2024
Q4 		$801K Buy
+3,623
New +$826K 0.68% 23

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

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

Antonelli Financial Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 4.7% in Q2 2026, selling an estimated $32.9K and leaving 2,374 shares worth $713K. The position accounts for 0.49% of the portfolio, ranked #30.

Antonelli Financial Advisors first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $801K in Q4 2024. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Antonelli Financial Advisors held 2,374 shares of iShares Russell 2000 ETF worth $713K as of Q2 2026.
  • Antonelli Financial Advisors sold 117 iShares Russell 2000 ETF shares in Q2 2026, an estimated $32.9K.
  • iShares Russell 2000 ETF made up 0.49% of Antonelli Financial Advisors's portfolio in Q2 2026, its #30 holding.
  • Antonelli Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • Antonelli Financial Advisors's iShares Russell 2000 ETF position peaked at $801K in Q4 2024.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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