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Farther Finance Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Farther Finance 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 		$27.8M Sell
92,382
-1,475
-2% -$414K 0.22% 86
2026
Q1 		$23.4M Buy
93,857
+38,900
+71% +$10M 0.22% 90
2025
Q4 		$13.5M Buy
54,957
+24,155
+78% +$5.94M 0.14% 124
2025
Q3 		$7.45M Buy
30,802
+2,709
+10% +$622K 0.11% 155
2025
Q2 		$6.06M Buy
28,093
+4,381
+18% +$882K 0.12% 160
2025
Q1 		$4.73M Buy
23,712
+11,002
+87% +$2.39M 0.12% 160
2024
Q4 		$2.81M Buy
12,710
+2,249
+21% +$513K 0.1% 163
2024
Q3 		$2.31M Buy
10,461
+2,243
+27% +$480K 0.09% 186
2024
Q2 		$1.65M Sell
8,218
-815
-9% -$165K 0.08% 197
2024
Q1 		$1.88M Buy
9,033
+1,731
+24% +$345K 0.11% 153
2023
Q4 		$1.47M Buy
7,302
+5,505
+306% +$986K 0.11% 177
2023
Q3 		$318K Buy
1,797
+507
+39% +$95.2K 0.05% 283
2023
Q2 		$242K Buy
1,290
+215
+20% +$38.3K 0.05% 284
2023
Q1 		$192K Buy
1,075
+297
+38% +$54.7K 0.06% 269
2022
Q4 		$136K Buy
+778
New +$138K 0.05% 274

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
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
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
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

Farther Finance Advisors's IWM Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q2 2026, selling an estimated $414K and leaving 92,382 shares worth $27.8M. The position accounts for 0.22% of the portfolio, ranked #86.

Farther Finance Advisors first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Farther Finance Advisors held 92,382 shares of iShares Russell 2000 ETF worth $27.8M as of Q2 2026.
  • Farther Finance Advisors sold 1,475 iShares Russell 2000 ETF shares in Q2 2026, an estimated $414K.
  • iShares Russell 2000 ETF made up 0.22% of Farther Finance Advisors's portfolio in Q2 2026, its #86 holding.
  • Farther Finance Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.