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

Detalus 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 		$515K Hold
1,715
– – 0.1% 97
2026
Q1 		$425K Hold
1,715
– – 0.1% 117
2025
Q4 		$422K Hold
1,715
– – 0.1% 112
2025
Q3 		$415K Sell
1,715
-85
-5% -$19.5K 0.11% 116
2025
Q2 		$388K Hold
1,800
– – 0.11% 112
2025
Q1 		$359K Buy
+1,800
New +$390K 0.11% 111

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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

Detalus Advisors's IWM Position: Q2 2026 in Review

Detalus Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,715 shares worth $515K. The position accounts for 0.1% of the portfolio, ranked #97.

Detalus Advisors first reported a position in IWM in Q1 2025 and has held it in 6 quarters since. 1,035 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Detalus Advisors held 1,715 shares of iShares Russell 2000 ETF worth $515K as of Q2 2026.
  • Detalus Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.1% of Detalus Advisors's portfolio in Q2 2026, its #97 holding.
  • Detalus Advisors first reported a position in iShares Russell 2000 ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,035 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Detalus Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.