Camarda Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Camarda Financial 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	$7.14M	Buy	23,748 +11,710	+97%	+$3.29M	2.16%	10
2026 Q1	$2.99M	Buy	12,038 +10,011	+494%	+$2.58M	1.57%	20
2025 Q4	$499K	Buy	+2,027	New	+$498K	0.19%	88
2025 Q1	–	Sell	-3,401	Closed	-$751K	–	109
2024 Q4	$751K	Buy	+3,401	New	+$775K	0.28%	67
2023 Q1	–	Sell	-17,217	Closed	-$3M	–	71
2022 Q4	$3M	Buy	+17,217	New	+$3.06M	3.03%	8
2022 Q2	–	Sell	-13,167	Closed	-$2.7M	–	91
2022 Q1	$2.7M	Buy	+13,167	New	+$2.69M	1.29%	19
2021 Q3	–	Sell	-42,358	Closed	-$9.72M	–	94
2021 Q2	$9.72M	Buy	42,358 +26,419	+166%	+$5.94M	6.01%	6
2021 Q1	$3.52M	Buy	15,939 +78	+0.5%	+$17K	2.52%	12
2020 Q4	$3.11M	Buy	+15,861	New	+$2.78M	2.62%	15
2019 Q2	–	Sell	-76	Closed	-$12K	–	539
2019 Q1	$12K	Buy	+76	New	+$11.4K	0.02%	175
2016 Q3	–	Sell	-146	Closed	-$17K	–	228
2016 Q2	$17K	Sell	146 -2,249	-94%	-$254K	0.01%	181
2016 Q1	$265K	Buy	+2,395	New	+$248K	0.17%	99
2013 Q3	–	Sell	-23	Closed	-$2K	–	157
2013 Q2	$2K	Buy	+23	New	+$2.2K	﹤0.01%	252

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Camarda Financial Advisors's IWM Position: Q2 2026 in Review

Camarda Financial Advisors increased its iShares Russell 2000 ETF (IWM) stake by 97% in Q2 2026, buying an estimated $3.29M and bringing the position to 23,748 shares worth $7.14M. The position accounts for 2.16% of the portfolio, ranked #10.

Camarda Financial Advisors first reported a position in IWM in Q2 2013 and has held it in 13 quarters since. The position peaked at $9.72M in Q2 2021. 2,735 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Camarda Financial Advisors held 23,748 shares of iShares Russell 2000 ETF worth $7.14M as of Q2 2026.
Camarda Financial Advisors bought 11,710 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.29M.
iShares Russell 2000 ETF made up 2.16% of Camarda Financial Advisors's portfolio in Q2 2026, its #10 holding.
Camarda Financial Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 13 quarters since.
Camarda Financial Advisors's iShares Russell 2000 ETF position peaked at $9.72M in Q2 2021.
2,735 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Camarda Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.