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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
Q3 		$229K Sell
825
-113
-12% -$33.2K 0.06% 147
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 		$9.7M 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

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Central Valley Advisors's IWM Position: Q3 2026 in Review

Central Valley Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 12% in Q3 2026, selling an estimated $33.2K and leaving 825 shares worth $229K. The position accounts for 0.06% of the portfolio, ranked #147.

Central Valley Advisors first reported a position in IWM in Q4 2023 and has held it in 12 quarters since. The position peaked at $11M in Q3 2024. 1,484 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Central Valley Advisors held 825 shares of iShares Russell 2000 ETF worth $229K as of Q3 2026.
  • Central Valley Advisors sold 113 iShares Russell 2000 ETF shares in Q3 2026, an estimated $33.2K.
  • iShares Russell 2000 ETF made up 0.06% of Central Valley Advisors's portfolio in Q3 2026, its #147 holding.
  • Central Valley Advisors first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 12 quarters since.
  • Central Valley Advisors's iShares Russell 2000 ETF position peaked at $11M in Q3 2024.
  • 1,484 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.