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

Cambridge 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 		$1.87M Hold
6,217
– – 0.32% 53
2026
Q1 		$1.54M Hold
6,217
– – 0.3% 55
2025
Q4 		$1.53M Hold
6,217
– – 0.29% 59
2025
Q3 		$1.5M Sell
6,217
-20
-0.3% -$4.59K 0.29% 58
2025
Q2 		$1.35M Sell
6,237
-38
-0.6% -$7.65K 0.28% 61
2025
Q1 		$1.25M Sell
6,275
-564
-8% -$122K 0.27% 59
2024
Q4 		$1.51M Buy
6,839
+1
+0% +$228 0.34% 52
2024
Q3 		$1.51M Sell
6,838
-10
-0.1% -$2.14K 0.33% 53
2024
Q2 		$1.39M Buy
6,848
+36
+0.5% +$7.28K 0.32% 51
2024
Q1 		$1.43M Hold
6,812
– – 0.34% 50
2023
Q4 		$1.37M Hold
6,812
– – 0.34% 47
2023
Q3 		$1.2M Sell
6,812
-477
-7% -$89.5K 0.32% 49
2023
Q2 		$1.36M Buy
7,289
+471
+7% +$84K 0.35% 42
2023
Q1 		$1.22M Sell
6,818
-2
-0% -$368 0.31% 55
2022
Q4 		$1.19M Sell
6,820
-20
-0.3% -$3.56K 0.32% 55
2022
Q3 		$1.13M Hold
6,840
– – 0.32% 52
2022
Q2 		$1.16M Hold
6,840
– – 0.32% 53
2022
Q1 		$1.4M Buy
6,840
+252
+4% +$51.4K 0.33% 48
2021
Q4 		$1.47M Hold
6,588
– – 0.33% 48
2021
Q3 		$1.44M Hold
6,588
– – 0.35% 46
2021
Q2 		$1.51M Sell
6,588
-4
-0.1% -$899 0.37% 43
2021
Q1 		$1.46M Sell
6,592
-365
-5% -$79.7K 0.37% 43
2020
Q4 		$1.36M Buy
6,957
+213
+3% +$37.3K 0.37% 47
2020
Q3 		$1.01M Hold
6,744
– – 0.3% 59
2020
Q2 		$966K Sell
6,744
-10
-0.1% -$1.31K 0.3% 58
2020
Q1 		$773K Hold
6,754
– – 0.28% 63
2019
Q4 		$1.12M Sell
6,754
-300
-4% -$47.4K 0.34% 52
2019
Q3 		$1.07M Buy
7,054
+2
+0% +$305 0.35% 46
2019
Q2 		$1.1M Sell
7,052
-308
-4% -$47.5K 0.36% 46
2019
Q1 		$1.13M Sell
7,360
-226
-3% -$34K 0.38% 45
2018
Q4 		$1.02M Buy
7,586
+122
+2% +$18.2K 0.38% 47
2018
Q3 		$1.26M Sell
7,464
-31
-0.4% -$5.23K 0.42% 44
2018
Q2 		$1.23M Hold
7,495
– – 0.43% 45
2018
Q1 		$1.14M Buy
7,495
+351
+5% +$54.2K 0.41% 46
2017
Q4 		$1.09M Buy
7,144
+2
+0% +$300 0.39% 48
2017
Q3 		$1.06M Sell
7,142
-849
-11% -$119K 0.41% 47
2017
Q2 		$1.13M Sell
7,991
-75
-0.9% -$10.4K 0.46% 42
2017
Q1 		$1.11M Buy
8,066
+166
+2% +$22.7K 0.46% 45
2016
Q4 		$1.06M Sell
7,900
-293
-4% -$37.4K 0.47% 48
2016
Q3 		$1.02M Sell
8,193
-199
-2% -$24.2K 0.45% 49
2016
Q2 		$965K Buy
8,392
+30
+0.4% +$3.38K 0.44% 52
2016
Q1 		$925K Buy
8,362
+2
+0% +$207 0.43% 51
2015
Q4 		$941K Buy
8,360
+1
+0% +$115 0.53% 48
2015
Q3 		$913K Buy
8,359
+1
+0% +$119 0.54% 51
2015
Q2 		$1.04M Buy
8,358
+4,886
+141% +$610K 0.59% 44
2015
Q1 		$410K Sell
3,472
-4,924
-59% -$594K 0.24% 78
2014
Q4 		$1M Buy
+8,396
New +$960K 0.61% 47

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
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
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

Cambridge Advisors's IWM Position: Q2 2026 in Review

Cambridge Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 6,217 shares worth $1.87M. The position accounts for 0.32% of the portfolio, ranked #53.

Cambridge Advisors first reported a position in IWM in Q4 2014 and has held it in 47 quarters since. 1,035 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Cambridge Advisors held 6,217 shares of iShares Russell 2000 ETF worth $1.87M as of Q2 2026.
  • Cambridge Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.32% of Cambridge Advisors's portfolio in Q2 2026, its #53 holding.
  • Cambridge Advisors first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 47 quarters since.
  • 1,035 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.