CV Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

CV 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	$361K	Hold	1,200	–	–	0.07%	98
2026 Q1	$298K	Hold	1,200	–	–	0.08%	36
2025 Q4	$295K	Sell	1,200 -65	-5%	-$16K	0.08%	40
2025 Q3	$306K	Buy	+1,265	New	+$290K	0.08%	41

Other funds holding IWM

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

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

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

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

CV Advisors's IWM Position: Q2 2026 in Review

CV Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,200 shares worth $361K. The position accounts for 0.07% of the portfolio, ranked #98.

CV Advisors first reported a position in IWM in Q3 2025 and has held it in 4 quarters since. 711 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

CV Advisors held 1,200 shares of iShares Russell 2000 ETF worth $361K as of Q2 2026.
CV Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.07% of CV Advisors's portfolio in Q2 2026, its #98 holding.
CV Advisors first reported a position in iShares Russell 2000 ETF in Q3 2025 and has held it in 4 quarters since.
711 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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