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Auour Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Auour Investments’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 		$5.12M Sell
17,025
-26
-0.2% -$7.31K 1.47% 18
2026
Q1 		$4.23M Buy
17,051
+584
+4% +$151K 1.33% 20
2025
Q4 		$4.05M Buy
16,467
+3,468
+27% +$853K 1.29% 21
2025
Q3 		$3.15M Buy
12,999
+299
+2% +$68.6K 1.02% 23
2025
Q2 		$2.74M Sell
12,700
-887
-7% -$178K 0.94% 26
2025
Q1 		$2.65M Sell
13,587
-5,352
-28% -$1.16M 0.96% 25
2024
Q4 		$4.29M Sell
18,939
-56
-0.3% -$12.8K 1.5% 21
2024
Q3 		$4.21M Sell
18,995
-346
-2% -$74K 1.5% 22
2024
Q2 		$3.92M Buy
19,341
+509
+3% +$103K 1.46% 22
2024
Q1 		$3.96M Buy
18,832
+572
+3% +$114K 1.46% 22
2023
Q4 		$3.58M Buy
18,260
+267
+1% +$47.8K 1.41% 22
2023
Q3 		$3.09M Buy
17,993
+1,394
+8% +$262K 1.3% 25
2023
Q2 		$3.11M Buy
+16,599
New +$2.96M 1.32% 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
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

Auour Investments's IWM Position: Q2 2026 in Review

Auour Investments reduced its iShares Russell 2000 ETF (IWM) stake by 0.15% in Q2 2026, selling an estimated $7.31K and leaving 17,025 shares worth $5.12M. The position accounts for 1.47% of the portfolio, ranked #18.

Auour Investments first reported a position in IWM in Q2 2023 and has held it in 13 quarters since. 971 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Auour Investments held 17,025 shares of iShares Russell 2000 ETF worth $5.12M as of Q2 2026.
  • Auour Investments sold 26 iShares Russell 2000 ETF shares in Q2 2026, an estimated $7.31K.
  • iShares Russell 2000 ETF made up 1.47% of Auour Investments's portfolio in Q2 2026, its #18 holding.
  • Auour Investments first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 13 quarters since.
  • 971 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Auour Investments's 13F filing for Q2 2026, filed 21 Jul 2026.