Continuum Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Continuum Wealth 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	$263K	Hold	876	–	–	0.09%	70
2026 Q1	$217K	Hold	876	–	–	0.09%	66
2025 Q4	$216K	Sell	876 -202	-19%	-$49.7K	0.08%	74
2025 Q3	$261K	Hold	1,078	–	–	0.11%	61
2025 Q2	$233K	Hold	1,078	–	–	0.11%	54
2025 Q1	$215K	Hold	1,078	–	–	0.11%	50
2024 Q4	$238K	Hold	1,078	–	–	0.12%	52
2024 Q3	$238K	Hold	1,078	–	–	0.13%	52
2024 Q2	$219K	Hold	1,078	–	–	0.12%	56
2024 Q1	$227K	Hold	1,078	–	–	0.13%	58
2023 Q4	$216K	Buy	+1,078	New	+$193K	0.14%	49
2023 Q3	–	Sell	-1,078	Closed	-$202K	–	49
2023 Q2	$202K	Buy	+1,078	New	+$192K	0.14%	49
2023 Q1	–	Sell	-1,239	Closed	-$216K	–	45
2022 Q4	$216K	Buy	+1,239	New	+$220K	0.21%	44

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

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

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Continuum Wealth Advisors's IWM Position: Q2 2026 in Review

Continuum Wealth Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 876 shares worth $263K. The position accounts for 0.09% of the portfolio, ranked #70.

Continuum Wealth Advisors first reported a position in IWM in Q4 2022 and has held it in 13 quarters since. 938 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Continuum Wealth Advisors held 876 shares of iShares Russell 2000 ETF worth $263K as of Q2 2026.
Continuum Wealth Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.09% of Continuum Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Continuum Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 13 quarters since.
938 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.