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

Cannon 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 Q3	$5.3M	Sell	19,169 -2,471	-11%	-$726K	3.08%	8
2026 Q2	$6.37M	Buy	21,640 +9,246	+75%	+$2.6M	3.88%	4
2026 Q1	$3.07M	Buy	12,394 +290	+2%	+$74.8K	2.28%	13
2025 Q4	$3.19M	Sell	12,104 -461	-4%	-$113K	2.25%	16
2025 Q3	$3.1M	Buy	12,565 +1,251	+11%	+$287K	2.08%	19
2025 Q2	$2.44M	Buy	11,314 +1,082	+11%	+$218K	1.97%	20
2025 Q1	$2.04M	Sell	10,232 -62	-0.6%	-$13.4K	1.88%	20
2024 Q4	$2.27M	Buy	10,294 +700	+7%	+$160K	1.93%	16
2024 Q3	$2.11M	Buy	+9,594	New	+$2.05M	1.73%	20

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Cannon Advisors's IWM Position: Q3 2026 in Review

Cannon Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 11% in Q3 2026, selling an estimated $726K and leaving 19,169 shares worth $5.3M. The position accounts for 3.08% of the portfolio, ranked #8.

Cannon Advisors first reported a position in IWM in Q3 2024 and has held it in 9 quarters since. The position peaked at $6.37M in Q2 2026. 665 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Cannon Advisors held 19,169 shares of iShares Russell 2000 ETF worth $5.3M as of Q3 2026.
Cannon Advisors sold 2,471 iShares Russell 2000 ETF shares in Q3 2026, an estimated $726K.
iShares Russell 2000 ETF made up 3.08% of Cannon Advisors's portfolio in Q3 2026, its #8 holding.
Cannon Advisors first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 9 quarters since.
Cannon Advisors's iShares Russell 2000 ETF position peaked at $6.37M in Q2 2026.
665 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Cannon Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.