BA
IWM icon

Ballew Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Ballew Advisors’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 		$878K Hold
2,951
– – 0.45% 46
2026
Q1 		$773K Sell
2,951
-37
-1% -$9.54K 0.44% 49
2025
Q4 		$781K Buy
2,988
+1
+0% +$246 0.44% 49
2025
Q3 		$741K Hold
2,987
– – 0.41% 53
2025
Q2 		$666K Sell
2,987
-92
-3% -$18.5K 0.4% 58
2025
Q1 		$568K Sell
3,079
-12
-0.4% -$2.6K 0.38% 61
2024
Q4 		$671K Sell
3,091
-47
-1% -$10.7K 0.43% 58
2024
Q3 		$684K Buy
3,138
+1
+0% +$214 0.46% 53
2024
Q2 		$681K Sell
3,137
-319
-9% -$64.5K 0.45% 57
2024
Q1 		$694K Hold
3,456
– – 0.48% 54
2023
Q4 		$660K Buy
3,456
+100
+3% +$17.9K 0.5% 52
2023
Q3 		$575K Sell
3,356
-18
-0.5% -$3.38K 0.47% 61
2023
Q2 		$640K Hold
3,374
– – 0.46% 57
2023
Q1 		$622K Buy
3,374
+8
+0.2% +$1.47K 0.45% 59
2022
Q4 		$626K Buy
3,366
+19
+0.6% +$3.38K 0.48% 50
2022
Q3 		$561K Sell
3,347
-9
-0.3% -$1.64K 0.5% 49
2022
Q2 		$569K Hold
3,356
– – 0.52% 46
2022
Q1 		$674K Buy
3,356
+1
+0% +$204 0.51% 44
2021
Q4 		$719K Buy
3,355
+92
+3% +$20.8K 0.5% 51
2021
Q3 		$723K Hold
3,263
– – 0.53% 51
2021
Q2 		$725K Sell
3,263
-3,261
-50% -$733K 0.5% 56
2021
Q1 		$1.46M Buy
6,524
+3,280
+101% +$716K 0.54% 51
2020
Q4 		$673K Sell
3,244
-93
-3% -$16.3K 0.52% 43
2020
Q3 		$524K Sell
3,337
-572
-15% -$86.1K 0.44% 49
2020
Q2 		$551K Buy
3,909
+104
+3% +$13.6K 0.54% 39
2020
Q1 		$436K Sell
3,805
-60
-2% -$8.95K 0.49% 39
2019
Q4 		$640K Sell
3,865
-295
-7% -$46.6K 0.55% 40
2019
Q3 		$609K Sell
4,160
-29
-0.7% -$4.43K 0.56% 40
2019
Q2 		$651K Buy
4,189
+33
+0.8% +$5.09K 0.59% 38
2019
Q1 		$668K Sell
4,156
-187
-4% -$28.1K 0.61% 36
2018
Q4 		$651K Sell
4,343
-87
-2% -$13K 0.61% 36
2018
Q3 		$653K Sell
4,430
-75
-2% -$12.7K 0.6% 37
2018
Q2 		$738K Sell
4,505
-548
-11% -$87.7K 0.83% 32
2018
Q1 		$767K Sell
5,053
-716
-12% -$111K 0.67% 39
2017
Q4 		$880K Buy
+5,769
New +$867K 0.87% 31

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
WT
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

Ballew Advisors's IWM Position: Q2 2026 in Review

Ballew Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 2,951 shares worth $878K. The position accounts for 0.45% of the portfolio, ranked #46.

Ballew Advisors first reported a position in IWM in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.46M in Q1 2021. 1,054 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Ballew Advisors held 2,951 shares of iShares Russell 2000 ETF worth $878K as of Q2 2026.
  • Ballew Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.45% of Ballew Advisors's portfolio in Q2 2026, its #46 holding.
  • Ballew Advisors first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 35 quarters since.
  • Ballew Advisors's iShares Russell 2000 ETF position peaked at $1.46M in Q1 2021.
  • 1,054 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.