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Capital Advisors Inc’s iShares Russell 2000 ETF IWM Stock Holding History

Capital Advisors Inc’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 		$1.84M Buy
6,116
+435
+8% +$122K 0.03% 139
2026
Q1 		$1.41M Buy
5,681
+55
+1% +$14.2K 0.02% 148
2025
Q4 		$1.39M Buy
5,626
+4,065
+260% +$999K 0.02% 144
2025
Q3 		$378K Buy
1,561
+310
+25% +$71.1K 0.01% 231
2025
Q2 		$270K Hold
1,251
– – ﹤0.01% 272
2025
Q1 		$250K Sell
1,251
-197
-14% -$42.7K 0.01% 280
2024
Q4 		$320K Buy
1,448
+242
+20% +$55.2K 0.01% 242
2024
Q3 		$266K Buy
1,206
+118
+11% +$25.3K 0.01% 260
2024
Q2 		$221K Buy
+1,088
New +$220K ﹤0.01% 286
2022
Q1 		– Sell
-1,702
Closed -$379K – 269
2021
Q4 		$379K Buy
+1,702
New +$385K 0.01% 192
2021
Q3 		– Sell
-2,084
Closed -$478K – 237
2021
Q2 		$478K Buy
+2,084
New +$469K 0.01% 168

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Capital Advisors Inc's IWM Position: Q2 2026 in Review

Capital Advisors Inc increased its iShares Russell 2000 ETF (IWM) stake by 7.7% in Q2 2026, buying an estimated $122K and bringing the position to 6,116 shares worth $1.84M. The position accounts for 0.03% of the portfolio, ranked #139.

Capital Advisors Inc first reported a position in IWM in Q2 2021 and has held it in 11 quarters since. 1,096 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Capital Advisors Inc held 6,116 shares of iShares Russell 2000 ETF worth $1.84M as of Q2 2026.
  • Capital Advisors Inc bought 435 iShares Russell 2000 ETF shares in Q2 2026, an estimated $122K.
  • iShares Russell 2000 ETF made up 0.03% of Capital Advisors Inc's portfolio in Q2 2026, its #139 holding.
  • Capital Advisors Inc first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 11 quarters since.
  • 1,096 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.