BlueSky Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

BlueSky Wealth 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	$612K	Buy	2,036 +1,213	+147%	+$341K	0.07%	69
2026 Q1	$204K	Buy	+823	New	+$212K	0.03%	114
2021 Q1	–	Sell	-1,263	Closed	-$248K	–	60
2020 Q4	$248K	Buy	1,263 +4	+0.3%	+$700	0.06%	47
2020 Q3	$205K	Sell	1,259 -324	-20%	-$48.7K	0.05%	49
2020 Q2	$227K	Buy	+1,583	New	+$208K	0.06%	48
2020 Q1	–	Sell	-1,898	Closed	-$314K	–	58
2019 Q4	$314K	Sell	1,898 -20	-1%	-$3.16K	0.1%	52
2019 Q3	$282K	Sell	1,918 -599	-24%	-$91.5K	0.1%	54
2019 Q2	$391K	Buy	2,517 +1,165	+86%	+$180K	0.14%	51
2019 Q1	$210K	Buy	+1,352	New	+$203K	0.08%	56
2018 Q4	–	Sell	-1,456	Closed	-$234K	–	61
2018 Q3	$234K	Buy	1,456 +5	+0.3%	+$844	0.09%	53
2018 Q2	$238K	Buy	1,451 +15	+1%	+$2.4K	0.09%	53
2018 Q1	$218K	Hold	1,436	–	–	0.08%	53
2017 Q4	$219K	Hold	1,436	–	–	0.09%	52
2017 Q3	$213K	Buy	+1,436	New	+$202K	0.09%	53

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

BlueSky Wealth Advisors's IWM Position: Q2 2026 in Review

BlueSky Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 147% in Q2 2026, buying an estimated $341K and bringing the position to 2,036 shares worth $612K. The position accounts for 0.07% of the portfolio, ranked #69.

BlueSky Wealth Advisors first reported a position in IWM in Q3 2017 and has held it in 14 quarters since. 1,350 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

BlueSky Wealth Advisors held 2,036 shares of iShares Russell 2000 ETF worth $612K as of Q2 2026.
BlueSky Wealth Advisors bought 1,213 iShares Russell 2000 ETF shares in Q2 2026, an estimated $341K.
iShares Russell 2000 ETF made up 0.07% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #69 holding.
BlueSky Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q3 2017 and has held it in 14 quarters since.
1,350 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.