Avantax Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

Avantax Advisory Services’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
2025 Q2	$198M	Buy	916,552 +16,484	+2%	+$3.32M	1.09%	13
2025 Q1	$180M	Buy	900,068 +33,499	+4%	+$7.27M	1.09%	13
2024 Q4	$191M	Buy	866,569 +20,392	+2%	+$4.65M	1.2%	13
2024 Q3	$187M	Sell	846,177 -6,962	-0.8%	-$1.49M	1.23%	12
2024 Q2	$173M	Buy	853,139 +26,174	+3%	+$5.29M	1.23%	14
2024 Q1	$174M	Sell	826,965 -47,229	-5%	-$9.42M	1.54%	8
2023 Q4	$175M	Sell	874,194 -63,357	-7%	-$11.4M	1.74%	8
2023 Q3	$166M	Sell	937,551 -20,507	-2%	-$3.85M	1.86%	8
2023 Q2	$179M	Buy	958,058 +23,637	+3%	+$4.21M	2.05%	8
2023 Q1	$167M	Buy	934,421 +17,407	+2%	+$3.2M	2.04%	8
2022 Q4	$160M	Sell	917,014 -413,119	-31%	-$73.5M	2.13%	8
2022 Q3	$219M	Buy	1,330,133 +69,529	+6%	+$12.7M	3.37%	5
2022 Q2	$213M	Buy	1,260,604 +42,701	+4%	+$7.87M	3.22%	5
2022 Q1	$250M	Buy	1,217,903 +97,572	+9%	+$19.9M	3.44%	5
2021 Q4	$249M	Buy	1,120,331 +44,170	+4%	+$9.98M	3.76%	4
2021 Q3	$236M	Buy	1,076,161 +67,114	+7%	+$14.9M	3.93%	5
2021 Q2	$231M	Buy	1,009,047 +138,654	+16%	+$31.2M	4.2%	4
2021 Q1	$192M	Buy	870,393 +29,728	+4%	+$6.49M	4.13%	4
2020 Q4	$165M	Sell	840,665 -507,256	-38%	-$88.8M	3.92%	4
2020 Q3	$202M	Buy	1,347,921 +369,286	+38%	+$55.6M	3.24%	4
2020 Q2	$140M	Sell	978,635 -987,753	-50%	-$130M	4.04%	4
2020 Q1	$225M	Buy	1,966,388 +71,326	+4%	+$10.6M	6.71%	2
2019 Q4	$314M	Buy	1,895,062 +672,737	+55%	+$106M	7.27%	2
2019 Q3	$185M	Buy	1,222,325 +69,860	+6%	+$10.7M	7.48%	3
2019 Q2	$179M	Buy	1,152,465 +82,103	+8%	+$12.7M	7.9%	2
2019 Q1	$164M	Buy	1,070,362 +916,611	+596%	+$138M	8.71%	2
2018 Q4	$18.8M	Buy	+153,751	New	+$22.9M	3.17%	3

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Avantax Advisory Services's IWM Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Russell 2000 ETF (IWM) stake by 1.8% in Q2 2025, buying an estimated $3.32M and bringing the position to 916,552 shares worth $198M. The position accounts for 1.09% of the portfolio, ranked #13.

Avantax Advisory Services first reported a position in IWM in Q4 2018 and has held it in 27 quarters since. The position peaked at $314M in Q4 2019. 2,362 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

Avantax Advisory Services held 916,552 shares of iShares Russell 2000 ETF worth $198M as of Q2 2025.
Avantax Advisory Services bought 16,484 iShares Russell 2000 ETF shares in Q2 2025, an estimated $3.32M.
iShares Russell 2000 ETF made up 1.09% of Avantax Advisory Services's portfolio in Q2 2025, its #13 holding.
Avantax Advisory Services first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's iShares Russell 2000 ETF position peaked at $314M in Q4 2019.
2,362 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.