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DB&C Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

DB&C 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 		$324K Sell
1,077
-17
-2% -$4.78K 0.35% 52
2026
Q1 		$271K Buy
1,094
+111
+11% +$28.6K 0.35% 53
2025
Q4 		$242K Buy
+983
New +$242K 0.3% 58

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DB&C Advisors's IWM Position: Q2 2026 in Review

DB&C Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q2 2026, selling an estimated $4.78K and leaving 1,077 shares worth $324K. The position accounts for 0.35% of the portfolio, ranked #52.

DB&C Advisors first reported a position in IWM in Q4 2025 and has held it in 3 quarters since. 2,726 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • DB&C Advisors held 1,077 shares of iShares Russell 2000 ETF worth $324K as of Q2 2026.
  • DB&C Advisors sold 17 iShares Russell 2000 ETF shares in Q2 2026, an estimated $4.78K.
  • iShares Russell 2000 ETF made up 0.35% of DB&C Advisors's portfolio in Q2 2026, its #52 holding.
  • DB&C Advisors first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,726 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on DB&C Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.