Certified Advisory Corp’s iShares Russell 2000 ETF IWM Stock Holding History

Certified Advisory Corp’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	$931K	Buy	3,097 +93	+3%	+$26.1K	0.08%	173
2026 Q1	$745K	Buy	3,004 +59	+2%	+$15.2K	0.07%	187
2025 Q4	$725K	Sell	2,945 -11	-0.4%	-$2.7K	0.07%	180
2025 Q3	$715K	Hold	2,956	–	–	0.07%	178
2025 Q2	$638K	Buy	2,956 +11	+0.4%	+$2.21K	0.07%	178
2025 Q1	$587K	Sell	2,945 -70	-2%	-$15.2K	0.07%	176
2024 Q4	$666K	Buy	3,015 +24	+0.8%	+$5.47K	0.07%	168
2024 Q3	$661K	Hold	2,991	–	–	0.07%	173
2024 Q2	$607K	Hold	2,991	–	–	0.08%	170
2024 Q1	$629K	Buy	2,991 +70	+2%	+$14K	0.09%	162
2023 Q4	$586K	Sell	2,921 -1,795	-38%	-$322K	0.09%	165
2023 Q3	$834K	Buy	4,716 +2,372	+101%	+$445K	0.15%	120
2023 Q2	$439K	Sell	2,344 -8,039	-77%	-$1.43M	0.08%	160
2023 Q1	$1.85M	Buy	10,383 +651	+7%	+$120K	0.33%	86
2022 Q4	$1.7M	Buy	9,732 +115	+1%	+$20.5K	0.34%	84
2022 Q3	$1.59M	Buy	9,617 +289	+3%	+$52.7K	0.36%	79
2022 Q2	$1.58M	Sell	9,328 -1,432	-13%	-$264K	0.35%	77
2022 Q1	$2.21M	Sell	10,760 -11,993	-53%	-$2.45M	0.47%	60
2021 Q4	$5.06M	Buy	22,753 +466	+2%	+$105K	1.12%	22
2021 Q3	$4.88M	Buy	22,287 +1,832	+9%	+$406K	1.18%	20
2021 Q2	$4.69M	Buy	20,455 +2,282	+13%	+$513K	1.18%	20
2021 Q1	$4.01M	Buy	+18,173	New	+$3.97M	1.04%	21
2020 Q2	$2.19M	Buy	15,307 +1,010	+7%	+$133K	0.73%	33
2020 Q1	$1.64M	Buy	14,297 +7,295	+104%	+$1.09M	0.65%	33
2019 Q4	$1.16M	Buy	7,002 +2,841	+68%	+$449K	0.37%	66
2019 Q3	$630K	Sell	4,161 -75	-2%	-$11.5K	0.22%	97
2019 Q2	$659K	Sell	4,236 -101	-2%	-$15.6K	0.25%	90
2019 Q1	$664K	Buy	4,337 +328	+8%	+$49.3K	0.28%	84
2018 Q4	$537K	Sell	4,009 -119	-3%	-$17.8K	0.28%	80
2018 Q3	$696K	Buy	4,128 +405	+11%	+$68.4K	0.32%	73
2018 Q2	$610K	Buy	3,723 +476	+15%	+$76.1K	0.34%	74
2018 Q1	$493K	Buy	3,247 +1,323	+69%	+$204K	0.29%	82
2017 Q4	$293K	Buy	+1,924	New	+$289K	0.21%	92

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

Certified Advisory Corp's IWM Position: Q2 2026 in Review

Certified Advisory Corp increased its iShares Russell 2000 ETF (IWM) stake by 3.1% in Q2 2026, buying an estimated $26.1K and bringing the position to 3,097 shares worth $931K. The position accounts for 0.08% of the portfolio, ranked #173.

Certified Advisory Corp first reported a position in IWM in Q4 2017 and has held it in 33 quarters since. The position peaked at $5.06M in Q4 2021. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Certified Advisory Corp held 3,097 shares of iShares Russell 2000 ETF worth $931K as of Q2 2026.
Certified Advisory Corp bought 93 iShares Russell 2000 ETF shares in Q2 2026, an estimated $26.1K.
iShares Russell 2000 ETF made up 0.08% of Certified Advisory Corp's portfolio in Q2 2026, its #173 holding.
Certified Advisory Corp first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 33 quarters since.
Certified Advisory Corp's iShares Russell 2000 ETF position peaked at $5.06M in Q4 2021.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.