Diversify Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
Other funds holding IWM
Diversify Advisory Services's IWM Position: Q2 2026 in Review
Diversify Advisory Services opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 55,597 shares worth $16.3M. The stake represents 0.27% of the portfolio and ranks #76 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IWM as recently as Q4 2025.
Diversify Advisory Services first reported a position in IWM in Q1 2024 and has held it in 9 quarters since. The position peaked at $28.1M in Q4 2025. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Diversify Advisory Services held 55,597 shares of iShares Russell 2000 ETF worth $16.3M as of Q2 2026.
- iShares Russell 2000 ETF was a new Diversify Advisory Services position in Q2 2026.
- iShares Russell 2000 ETF made up 0.27% of Diversify Advisory Services's portfolio in Q2 2026, its #76 holding.
- Diversify Advisory Services first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 9 quarters since.
- Diversify Advisory Services's iShares Russell 2000 ETF position peaked at $28.1M in Q4 2025.
- 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.