Aurora Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Aurora Private Wealth’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	$528K	Sell	1,758 -13	-0.7%	-$3.65K	0.34%	65
2026 Q1	$436K	Sell	1,771 -1,639	-48%	-$423K	0.31%	80
2025 Q4	$832K	Buy	+3,410	New	+$838K	0.55%	49
2025 Q2	$395K	Sell	1,831 -4	-0.2%	-$805	0.29%	87
2025 Q1	$366K	Buy	1,835 +165	+10%	+$35.8K	0.29%	87
2024 Q4	$369K	Sell	1,670 -213	-11%	-$48.6K	0.28%	90
2024 Q3	$416K	Buy	1,883 +231	+14%	+$49.4K	0.33%	82
2024 Q2	$335K	Sell	1,652 -21	-1%	-$4.24K	0.29%	88
2024 Q1	$349K	Sell	1,673 -30	-2%	-$5.99K	0.3%	85
2023 Q4	$342K	Buy	1,703 +75	+5%	+$13.4K	0.32%	83
2023 Q3	$288K	Buy	1,628 +206	+14%	+$38.7K	0.32%	90
2023 Q2	$266K	Sell	1,422 -186	-12%	-$33.2K	0.3%	93
2023 Q1	$287K	Sell	1,608 -137	-8%	-$25.2K	0.31%	101
2022 Q4	$304K	Sell	1,745 -892	-34%	-$159K	0.35%	85
2022 Q3	$435K	Buy	2,637 +89	+3%	+$16.2K	0.2%	79
2022 Q2	$431K	Sell	2,548 -2,287	-47%	-$422K	0.19%	85
2022 Q1	$992K	Buy	4,835 +6	+0.1%	+$1.22K	0.41%	48
2021 Q4	$1.07M	Sell	4,829 -517	-10%	-$117K	0.47%	41
2021 Q3	$1.17M	Sell	5,346 -834	-13%	-$185K	0.47%	42
2021 Q2	$1.42M	Buy	6,180 +3,565	+136%	+$802K	0.57%	35
2021 Q1	$578K	Buy	2,615 +77	+3%	+$16.8K	0.24%	91
2020 Q4	$498K	Buy	2,538 +280	+12%	+$49K	0.21%	104
2020 Q3	$338K	Buy	2,258 +31	+1%	+$4.66K	0.14%	126
2020 Q2	$319K	Sell	2,227 -372	-14%	-$48.8K	0.15%	118
2020 Q1	$297K	Sell	2,599 -153	-6%	-$22.8K	0.1%	171
2019 Q4	$456K	Buy	+2,752	New	+$435K	0.16%	107

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

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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

Aurora Private Wealth's IWM Position: Q2 2026 in Review

Aurora Private Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 0.73% in Q2 2026, selling an estimated $3.65K and leaving 1,758 shares worth $528K. The position accounts for 0.34% of the portfolio, ranked #65.

Aurora Private Wealth first reported a position in IWM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.42M in Q2 2021. 1,035 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Aurora Private Wealth held 1,758 shares of iShares Russell 2000 ETF worth $528K as of Q2 2026.
Aurora Private Wealth sold 13 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.65K.
iShares Russell 2000 ETF made up 0.34% of Aurora Private Wealth's portfolio in Q2 2026, its #65 holding.
Aurora Private Wealth first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 26 quarters since.
Aurora Private Wealth's iShares Russell 2000 ETF position peaked at $1.42M in Q2 2021.
1,035 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.