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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
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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Cannon Advisors's IWM Position: Q2 2026 in Review

Cannon Advisors increased its iShares Russell 2000 ETF (IWM) stake by 75% in Q2 2026, buying an estimated $2.6M and bringing the position to 21,640 shares worth $6.37M. The position accounts for 3.88% of the portfolio, ranked #4.

Cannon Advisors first reported a position in IWM in Q3 2024 and has held it in 8 quarters since. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Cannon Advisors held 21,640 shares of iShares Russell 2000 ETF worth $6.37M as of Q2 2026.
  • Cannon Advisors bought 9,246 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.6M.
  • iShares Russell 2000 ETF made up 3.88% of Cannon Advisors's portfolio in Q2 2026, its #4 holding.
  • Cannon Advisors first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 8 quarters since.
  • 526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Cannon Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.