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Armis Advisers’s iShares Russell 2000 ETF IWM Stock Holding History

Armis Advisers’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 		$3.38M Sell
11,310
-1,412
-11% -$397K 0.31% 54
2026
Q1 		$3.6M Buy
12,722
+2,338
+23% +$603K 0.35% 48
2025
Q4 		$2.52M Sell
10,384
-4,565
-31% -$1.12M 0.28% 63
2025
Q3 		$3.67M Buy
14,949
+10,627
+246% +$2.44M 0.33% 52
2025
Q2 		$958K Buy
4,322
+771
+22% +$155K 0.08% 193
2025
Q1 		$708K Buy
3,551
+607
+21% +$132K 0.07% 213
2024
Q4 		$650K Buy
+2,944
New +$671K 0.08% 168

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Armis Advisers's IWM Position: Q2 2026 in Review

Armis Advisers reduced its iShares Russell 2000 ETF (IWM) stake by 11% in Q2 2026, selling an estimated $397K and leaving 11,310 shares worth $3.38M. The position accounts for 0.31% of the portfolio, ranked #54.

Armis Advisers first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.67M in Q3 2025. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Armis Advisers held 11,310 shares of iShares Russell 2000 ETF worth $3.38M as of Q2 2026.
  • Armis Advisers sold 1,412 iShares Russell 2000 ETF shares in Q2 2026, an estimated $397K.
  • iShares Russell 2000 ETF made up 0.31% of Armis Advisers's portfolio in Q2 2026, its #54 holding.
  • Armis Advisers first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • Armis Advisers's iShares Russell 2000 ETF position peaked at $3.67M in Q3 2025.
  • 526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.