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Central Valley Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Central Valley 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 		$282K Sell
938
-111
-11% -$31.2K 0.07% 159
2026
Q1 		$260K Sell
1,049
-48
-4% -$12.4K 0.07% 159
2025
Q4 		$270K Sell
1,097
-1,900
-63% -$467K 0.08% 130
2025
Q3 		$725K Buy
2,997
+2
+0.1% +$459 0.22% 74
2025
Q2 		$646K Sell
2,995
-25
-0.8% -$5.03K 0.22% 74
2025
Q1 		$602K Sell
3,020
-105
-3% -$22.8K 0.23% 72
2024
Q4 		$691K Sell
3,125
-46,607
-94% -$10.6M 0.31% 66
2024
Q3 		$11M Buy
49,732
+2,591
+5% +$554K 6.2% 2
2024
Q2 		$9.67M Buy
47,141
+2,235
+5% +$452K 4.13% 3
2024
Q1 		$9.44M Buy
44,906
+3,639
+9% +$726K 4.88% 2
2023
Q4 		$8.28M Buy
+41,267
New +$7.39M 4.87% 3

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
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
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Central Valley Advisors's IWM Position: Q2 2026 in Review

Central Valley Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 11% in Q2 2026, selling an estimated $31.2K and leaving 938 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #159.

Central Valley Advisors first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. The position peaked at $11M in Q3 2024. 989 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Central Valley Advisors held 938 shares of iShares Russell 2000 ETF worth $282K as of Q2 2026.
  • Central Valley Advisors sold 111 iShares Russell 2000 ETF shares in Q2 2026, an estimated $31.2K.
  • iShares Russell 2000 ETF made up 0.07% of Central Valley Advisors's portfolio in Q2 2026, its #159 holding.
  • Central Valley Advisors first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
  • Central Valley Advisors's iShares Russell 2000 ETF position peaked at $11M in Q3 2024.
  • 989 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.