Ashton Thomas Securities’s iShares Russell 2000 ETF IWM Stock Holding History

Ashton Thomas Securities’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	–	Sell	-10,785	Closed	-$2.67M	–	455
2026 Q1	$2.67M	Buy	+10,785	New	+$2.78M	0.34%	78
2025 Q4	–	Sell	-7,057	Closed	-$1.71M	–	374
2025 Q3	$1.71M	Buy	+7,057	New	+$1.62M	0.24%	106
2024 Q4	–	Sell	-1,512	Closed	-$334K	–	752
2024 Q3	$334K	Sell	1,512 -5	-0.3%	-$1.07K	0.06%	215
2024 Q2	$306K	Buy	+1,517	New	+$307K	0.07%	188

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Ashton Thomas Securities's IWM Position: Q2 2026 in Review

Ashton Thomas Securities sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 10,785 shares — an estimated $2.67M sold.

Ashton Thomas Securities first reported a position in IWM in Q2 2024 and held it in 4 quarters. The position peaked at $2.67M in Q1 2026. 992 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Ashton Thomas Securities reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
Ashton Thomas Securities sold 10,785 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.67M.
Ashton Thomas Securities first reported a position in iShares Russell 2000 ETF in Q2 2024 and held it in 4 quarters.
Ashton Thomas Securities's iShares Russell 2000 ETF position peaked at $2.67M in Q1 2026.
992 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.