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Dynamic Advisor Solutions’s iShares Russell 2000 ETF IWM Stock Holding History

Dynamic Advisor Solutions’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 		$14M Sell
46,539
-1,558
-3% -$438K 0.4% 58
2026
Q1 		$11.9M Buy
48,097
+1,816
+4% +$468K 0.38% 64
2025
Q4 		$11.4M Sell
46,281
-31,247
-40% -$7.68M 0.37% 63
2025
Q3 		$18.8M Buy
77,528
+7,749
+11% +$1.78M 0.54% 37
2025
Q2 		$15.1M Buy
69,779
+407
+0.6% +$81.9K 0.47% 51
2025
Q1 		$13.8M Buy
69,372
+4,966
+8% +$1.08M 0.46% 52
2024
Q4 		$14.2M Sell
64,406
-8,500
-12% -$1.94M 0.62% 38
2024
Q3 		$16.1M Buy
72,906
+7,104
+11% +$1.52M 0.48% 47
2024
Q2 		$13.4M Buy
65,802
+8,676
+15% +$1.75M 0.42% 55
2024
Q1 		$12M Buy
57,126
+12,268
+27% +$2.45M 0.41% 55
2023
Q4 		$8.67M Sell
44,858
-2,846
-6% -$510K 0.32% 78
2023
Q3 		$8.43M Buy
47,704
+8,181
+21% +$1.54M 0.4% 56
2023
Q2 		$7.4M Buy
39,523
+7,288
+23% +$1.3M 0.38% 54
2023
Q1 		$5.75M Buy
32,235
+7,700
+31% +$1.42M 0.34% 79
2022
Q4 		$4.28M Sell
24,535
-696
-3% -$124K 0.29% 90
2022
Q3 		$4.16M Buy
25,231
+508
+2% +$92.7K 0.32% 73
2022
Q2 		$4.19M Buy
24,723
+899
+4% +$166K 0.32% 72
2022
Q1 		$4.89M Sell
23,824
-3,069
-11% -$626K 0.34% 68
2021
Q4 		$5.98M Sell
26,893
-299
-1% -$67.6K 0.43% 50
2021
Q3 		$5.95M Buy
27,192
+1,376
+5% +$305K 0.45% 48
2021
Q2 		$5.92M Buy
25,816
+754
+3% +$170K 0.47% 44
2021
Q1 		$5.54M Buy
25,062
+259
+1% +$56.5K 0.51% 44
2020
Q4 		$4.86M Buy
24,803
+4,532
+22% +$793K 0.46% 53
2020
Q3 		$3.04M Buy
20,271
+1,870
+10% +$281K 0.34% 79
2020
Q2 		$2.63M Sell
18,401
-1,708
-8% -$224K 0.36% 81
2020
Q1 		$2.3M Sell
20,109
-32,838
-62% -$4.9M 0.42% 58
2019
Q4 		$8.77M Buy
52,947
+48,585
+1,114% +$7.68M 1.2% 8
2019
Q3 		$660K Sell
4,362
-1,589
-27% -$243K 0.1% 228
2019
Q2 		$925K Buy
5,951
+558
+10% +$86K 0.15% 173
2019
Q1 		$826K Buy
5,393
+567
+12% +$85.2K 0.16% 154
2018
Q4 		$711K Sell
4,826
-469
-9% -$70K 0.15% 156
2018
Q3 		$892K Sell
5,295
-374
-7% -$63.1K 0.19% 144
2018
Q2 		$928K Buy
5,669
+1,667
+42% +$267K 0.21% 136
2018
Q1 		$608K Buy
+4,002
New +$618K 0.16% 167

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
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
AHC
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
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Dynamic Advisor Solutions's IWM Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares Russell 2000 ETF (IWM) stake by 3.2% in Q2 2026, selling an estimated $438K and leaving 46,539 shares worth $14M. The position accounts for 0.4% of the portfolio, ranked #58.

Dynamic Advisor Solutions first reported a position in IWM in Q1 2018 and has held it in 34 quarters since. The position peaked at $18.8M in Q3 2025. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Dynamic Advisor Solutions held 46,539 shares of iShares Russell 2000 ETF worth $14M as of Q2 2026.
  • Dynamic Advisor Solutions sold 1,558 iShares Russell 2000 ETF shares in Q2 2026, an estimated $438K.
  • iShares Russell 2000 ETF made up 0.4% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #58 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Russell 2000 ETF in Q1 2018 and has held it in 34 quarters since.
  • Dynamic Advisor Solutions's iShares Russell 2000 ETF position peaked at $18.8M in Q3 2025.
  • 526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.