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

Breakthru 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
2026 Q2	$3.8M	Sell	12,642 -3,000	-19%	-$843K	12.76%	3
2026 Q1	$3.88M	Hold	15,642	–	–	6.22%	3
2025 Q4	$3.85M	Hold	15,642	–	–	2.46%	10
2025 Q3	$3.78M	Buy	+15,642	New	+$3.59M	2.49%	10
2025 Q1	–	Sell	-15,644	Closed	-$3.46M	–	28
2024 Q4	$3.46M	Buy	+15,644	New	+$3.57M	3.13%	10

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

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

Breakthru Advisory Services's IWM Position: Q2 2026 in Review

Breakthru Advisory Services reduced its iShares Russell 2000 ETF (IWM) stake by 19% in Q2 2026, selling an estimated $843K and leaving 12,642 shares worth $3.8M. The position accounts for 12.76% of the portfolio, ranked #3.

Breakthru Advisory Services first reported a position in IWM in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.88M in Q1 2026. 988 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Breakthru Advisory Services held 12,642 shares of iShares Russell 2000 ETF worth $3.8M as of Q2 2026.
Breakthru Advisory Services sold 3,000 iShares Russell 2000 ETF shares in Q2 2026, an estimated $843K.
iShares Russell 2000 ETF made up 12.76% of Breakthru Advisory Services's portfolio in Q2 2026, its #3 holding.
Breakthru Advisory Services first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 5 quarters since.
Breakthru Advisory Services's iShares Russell 2000 ETF position peaked at $3.88M in Q1 2026.
988 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Breakthru Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.