Continuum Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

Continuum Advisory’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	$4.79M	Sell	15,955 -663	-4%	-$186K	0.39%	55
2026 Q1	$4.12M	Buy	16,618 +313	+2%	+$80.7K	0.4%	59
2025 Q4	$4.01M	Buy	16,305 +359	+2%	+$88.3K	0.4%	60
2025 Q3	$3.86M	Buy	15,946 +576	+4%	+$132K	0.41%	62
2025 Q2	$3.32M	Buy	15,370 +2,527	+20%	+$509K	0.4%	60
2025 Q1	$2.56M	Sell	12,843 -84	-0.6%	-$18.2K	0.33%	75
2024 Q4	$2.86M	Buy	12,927 +22	+0.2%	+$5.02K	0.37%	65
2024 Q3	$2.99M	Buy	12,905 +568	+5%	+$122K	0.38%	59
2024 Q2	$2.5M	Buy	12,337 +47	+0.4%	+$9.5K	0.36%	67
2024 Q1	$2.53M	Buy	12,290 +455	+4%	+$90.8K	0.38%	64
2023 Q4	$2.38M	Sell	11,835 -2,672	-18%	-$479K	0.34%	67
2023 Q3	$2.56M	Buy	14,507 +135	+0.9%	+$25.3K	0.41%	56
2023 Q2	$2.69M	Buy	14,372 +236	+2%	+$42.1K	0.43%	51
2023 Q1	$2.52M	Buy	14,136 +836	+6%	+$154K	0.43%	57
2022 Q4	$2.32M	Sell	13,300 -638	-5%	-$113K	0.42%	59
2022 Q3	$2.3M	Sell	13,938 -876	-6%	-$160K	0.41%	51
2022 Q2	$2.51M	Buy	14,814 +60	+0.4%	+$11.1K	0.46%	47
2022 Q1	$2.73M	Buy	14,754 +91	+0.6%	+$18.6K	0.52%	41
2021 Q4	$3.26M	Sell	14,663 -89	-0.6%	-$20.1K	0.73%	32
2021 Q3	$3.23M	Buy	14,752 +1,201	+9%	+$266K	0.86%	28
2021 Q2	$3.11M	Buy	13,551 +3,568	+36%	+$802K	0.97%	21
2021 Q1	$2.24M	Sell	9,983 -12	-0.1%	-$2.62K	0.93%	28
2020 Q4	$1.96M	Buy	9,995 +449	+5%	+$78.6K	0.89%	34
2020 Q3	$1.45M	Buy	9,546 +16	+0.2%	+$2.41K	0.8%	37
2020 Q2	$1.35M	Buy	+9,530	New	+$1.25M	0.85%	36

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

Continuum Advisory's IWM Position: Q2 2026 in Review

Continuum Advisory reduced its iShares Russell 2000 ETF (IWM) stake by 4% in Q2 2026, selling an estimated $186K and leaving 15,955 shares worth $4.79M. The position accounts for 0.39% of the portfolio, ranked #55.

Continuum Advisory first reported a position in IWM in Q2 2020 and has held it in 25 quarters since. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Continuum Advisory held 15,955 shares of iShares Russell 2000 ETF worth $4.79M as of Q2 2026.
Continuum Advisory sold 663 iShares Russell 2000 ETF shares in Q2 2026, an estimated $186K.
iShares Russell 2000 ETF made up 0.39% of Continuum Advisory's portfolio in Q2 2026, its #55 holding.
Continuum Advisory first reported a position in iShares Russell 2000 ETF in Q2 2020 and has held it in 25 quarters since.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.