Capital Asset Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
Other funds holding IWM
Capital Asset Advisory Services's IWM Position: Q2 2026 in Review
Capital Asset Advisory Services increased its iShares Russell 2000 ETF (IWM) stake by 3.1% in Q2 2026, buying an estimated $23K and bringing the position to 2,714 shares worth $816K. The position accounts for 0.03% of the portfolio, ranked #160.
Capital Asset Advisory Services first reported a position in IWM in Q2 2018 and has held it in 33 quarters since. The position peaked at $961K in Q4 2019. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Capital Asset Advisory Services held 2,714 shares of iShares Russell 2000 ETF worth $816K as of Q2 2026.
- Capital Asset Advisory Services bought 82 iShares Russell 2000 ETF shares in Q2 2026, an estimated $23K.
- iShares Russell 2000 ETF made up 0.03% of Capital Asset Advisory Services's portfolio in Q2 2026, its #160 holding.
- Capital Asset Advisory Services first reported a position in iShares Russell 2000 ETF in Q2 2018 and has held it in 33 quarters since.
- Capital Asset Advisory Services's iShares Russell 2000 ETF position peaked at $961K in Q4 2019.
- 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.