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Asset Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History

Asset Advisory Group’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 		$1.95M Sell
6,495
-101
-2% -$28.4K 0.85% 31
2026
Q1 		$1.64M Sell
6,596
-2
-0% -$516 0.82% 32
2025
Q4 		$1.62M Buy
+6,598
New +$1.62M 0.81% 30

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Asset Advisory Group's IWM Position: Q2 2026 in Review

Asset Advisory Group reduced its iShares Russell 2000 ETF (IWM) stake by 1.5% in Q2 2026, selling an estimated $28.4K and leaving 6,495 shares worth $1.95M. The position accounts for 0.85% of the portfolio, ranked #31.

Asset Advisory Group first reported a position in IWM in Q4 2025 and has held it in 3 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Asset Advisory Group held 6,495 shares of iShares Russell 2000 ETF worth $1.95M as of Q2 2026.
  • Asset Advisory Group sold 101 iShares Russell 2000 ETF shares in Q2 2026, an estimated $28.4K.
  • iShares Russell 2000 ETF made up 0.85% of Asset Advisory Group's portfolio in Q2 2026, its #31 holding.
  • Asset Advisory Group first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Asset Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.