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Aptus Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Aptus Capital 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 		$7.25M Buy
24,123
+1,193
+5% +$335K 0.05% 287
2026
Q1 		$5.69M Sell
22,930
-94,884
-81% -$24.5M 0.04% 317
2025
Q4 		$29M Buy
117,814
+93,283
+380% +$22.9M 0.21% 95
2025
Q3 		$5.94M Buy
24,531
+2,401
+11% +$551K 0.04% 298
2025
Q2 		$4.78M Buy
22,130
+18
+0.1% +$3.62K 0.04% 303
2025
Q1 		$4.41M Sell
22,112
-57
-0.3% -$12.4K 0.05% 297
2024
Q4 		$4.9M Buy
22,169
+2,183
+11% +$498K 0.05% 275
2024
Q3 		$4.41M Buy
19,986
+18,731
+1,493% +$4.01M 0.07% 224
2024
Q2 		$255K Sell
1,255
-2,993
-70% -$605K ﹤0.01% 662
2024
Q1 		$893K Buy
4,248
+723
+21% +$144K 0.02% 411
2023
Q4 		$708K Sell
3,525
-663
-16% -$119K 0.02% 328
2023
Q3 		$740K Buy
4,188
+3,109
+288% +$584K 0.02% 331
2023
Q2 		$202K Sell
1,079
-16
-1% -$2.85K ﹤0.01% 483
2023
Q1 		$195K Buy
1,095
+474
+76% +$87.3K 0.01% 470
2022
Q4 		$108K Sell
621
-940
-60% -$167K ﹤0.01% 524
2022
Q3 		$258K Sell
1,561
-346
-18% -$63.1K 0.01% 406
2022
Q2 		$323K Buy
1,907
+115
+6% +$21.2K 0.01% 314
2022
Q1 		$368K Buy
1,792
+2
+0.1% +$408 0.01% 336
2021
Q4 		$398K Buy
1,790
+398
+29% +$89.9K 0.01% 295
2021
Q3 		$305K Buy
1,392
+365
+36% +$80.9K 0.01% 314
2021
Q2 		$214K Buy
1,027
+277
+37% +$62.3K 0.01% 351
2021
Q1 		$166K Buy
750
+320
+74% +$69.9K 0.01% 345
2020
Q4 		$84K Sell
430
-554
-56% -$96.9K ﹤0.01% 345
2020
Q3 		$147K Buy
984
+558
+131% +$83.9K 0.01% 306
2020
Q2 		$62K Hold
426
– – ﹤0.01% 314
2020
Q1 		$58K Hold
426
– – 0.01% 304
2019
Q4 		$66K Buy
426
+314
+280% +$49.6K ﹤0.01% 382
2019
Q3 		$16K Buy
+112
New +$17.1K ﹤0.01% 429

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Aptus Capital Advisors's IWM Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Russell 2000 ETF (IWM) stake by 5.2% in Q2 2026, buying an estimated $335K and bringing the position to 24,123 shares worth $7.25M. The position accounts for 0.05% of the portfolio, ranked #287.

Aptus Capital Advisors first reported a position in IWM in Q3 2019 and has held it in 28 quarters since. The position peaked at $29M in Q4 2025. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Aptus Capital Advisors held 24,123 shares of iShares Russell 2000 ETF worth $7.25M as of Q2 2026.
  • Aptus Capital Advisors bought 1,193 iShares Russell 2000 ETF shares in Q2 2026, an estimated $335K.
  • iShares Russell 2000 ETF made up 0.05% of Aptus Capital Advisors's portfolio in Q2 2026, its #287 holding.
  • Aptus Capital Advisors first reported a position in iShares Russell 2000 ETF in Q3 2019 and has held it in 28 quarters since.
  • Aptus Capital Advisors's iShares Russell 2000 ETF position peaked at $29M in Q4 2025.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.