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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 2,737 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.
2,737 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.