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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 2,729 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.
2,729 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.