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	$240K	Buy	+800	New	+$225K	0.01%	938
2023 Q3	–	Sell	-57,600	Closed	-$76.3K	–	863
2023 Q2	$76.3K	Buy	+57,600	New	+$10.3M	﹤0.01%	779
2020 Q4	–	Sell	-7,000	Closed	-$56K	–	700
2020 Q3	$56K	Buy	7,000 +6,500	+1,300%	+$978K	0.01%	579
2020 Q2	$2K	Buy	+500	New	+$65.6K	﹤0.01%	545
2019 Q4	–	Sell	-2,500	Closed	-$2K	–	587
2019 Q3	$2K	Sell	2,500 -2,500	-50%	-$382K	﹤0.01%	534
2019 Q2	$5K	Buy	+5,000	New	+$771K	﹤0.01%	513

Other funds holding IWM

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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.