Bay Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Bay Capital 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	$415K	Buy	1,381 +1	+0.1%	+$281	0.22%	72
2026 Q1	$342K	Buy	1,380 +1	+0.1%	+$258	0.21%	79
2025 Q4	$340K	Buy	1,379 +50	+4%	+$12.3K	0.21%	83
2025 Q3	$322K	Sell	1,329 -249	-16%	-$57.1K	0.21%	83
2025 Q2	$341K	Sell	1,578 -242	-13%	-$48.7K	0.26%	81
2025 Q1	$363K	Sell	1,820 -231	-11%	-$50.1K	0.3%	73
2024 Q4	$453K	Buy	+2,051	New	+$468K	0.36%	67

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

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

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Bay Capital Advisors's IWM Position: Q2 2026 in Review

Bay Capital Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.07% in Q2 2026, buying an estimated $281 and bringing the position to 1,381 shares worth $415K. The position accounts for 0.22% of the portfolio, ranked #72.

Bay Capital Advisors first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $453K in Q4 2024. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Bay Capital Advisors held 1,381 shares of iShares Russell 2000 ETF worth $415K as of Q2 2026.
Bay Capital Advisors bought 1 iShares Russell 2000 ETF share in Q2 2026, an estimated $281.
iShares Russell 2000 ETF made up 0.22% of Bay Capital Advisors's portfolio in Q2 2026, its #72 holding.
Bay Capital Advisors first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
Bay Capital Advisors's iShares Russell 2000 ETF position peaked at $453K in Q4 2024.
936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.