FC Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

FC Advisory’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	$363K	Sell	1,209 -17	-1%	-$4.78K	0.1%	91
2026 Q1	$304K	Buy	1,226 +1	+0.1%	+$258	0.09%	93
2025 Q4	$302K	Buy	1,225 +1	+0.1%	+$246	0.09%	95
2025 Q3	$296K	Buy	1,224 +1	+0.1%	+$229	0.09%	94
2025 Q2	$264K	Sell	1,223 -68	-5%	-$13.7K	0.08%	100
2025 Q1	$257K	Sell	1,291 -111	-8%	-$24.1K	0.09%	94
2024 Q4	$310K	Buy	1,402 +2	+0.1%	+$456	0.1%	88
2024 Q3	$309K	Sell	1,400 -87	-6%	-$18.6K	0.1%	88
2024 Q2	$302K	Buy	1,487 +1	+0.1%	+$202	0.11%	83
2024 Q1	$312K	Buy	1,486 +1	+0.1%	+$199	0.12%	83
2023 Q4	$298K	Sell	1,485 -110	-7%	-$19.7K	0.12%	83
2023 Q3	$282K	Hold	1,595	–	–	0.12%	86
2023 Q2	$299K	Buy	1,595 +1	+0.1%	+$178	0.12%	82
2023 Q1	$284K	Buy	1,594 +156	+11%	+$28.7K	0.13%	80
2022 Q4	$251K	Buy	1,438 +5	+0.3%	+$889	0.12%	80
2022 Q3	$236K	Hold	1,433	–	–	0.12%	76
2022 Q2	$243K	Buy	1,433 +2	+0.1%	+$369	0.12%	75
2022 Q1	$294K	Buy	1,431 +1	+0.1%	+$204	0.13%	64
2021 Q4	$318K	Buy	1,430 +3	+0.2%	+$678	0.13%	57
2021 Q3	$312K	Hold	1,427	–	–	0.14%	56
2021 Q2	$327K	Sell	1,427 -38	-3%	-$8.54K	0.15%	55
2021 Q1	$324K	Buy	1,465 +95	+7%	+$20.7K	0.16%	52
2020 Q4	$269K	Buy	1,370 +2	+0.1%	+$350	0.13%	56
2020 Q3	$205K	Buy	+1,368	New	+$206K	0.12%	58
2020 Q1	–	Sell	-1,358	Closed	-$225K	–	56
2019 Q4	$225K	Buy	1,358 +1	+0.1%	+$158	0.13%	55
2019 Q3	$208K	Sell	1,357 -28	-2%	-$4.28K	0.13%	55
2019 Q2	$215K	Buy	1,385 +1	+0.1%	+$154	0.13%	50
2019 Q1	$212K	Buy	+1,384	New	+$208K	0.13%	50
2018 Q4	–	Sell	-1,381	Closed	-$233K	–	50
2018 Q3	$233K	Sell	1,381 -7	-0.5%	-$1.18K	0.15%	45
2018 Q2	$227K	Hold	1,388	–	–	0.15%	44
2018 Q1	$211K	Sell	1,388 -52	-4%	-$8.03K	0.14%	45
2017 Q4	$220K	Sell	1,440 -72	-5%	-$10.8K	0.14%	43
2017 Q3	$224K	Buy	1,512 +2	+0.1%	+$281	0.15%	37
2017 Q2	$213K	Hold	1,510	–	–	0.15%	39
2017 Q1	$208K	Sell	1,510 -5	-0.3%	-$683	0.15%	39
2016 Q4	$206K	Sell	1,515 -269	-15%	-$34.4K	0.15%	34
2016 Q3	$222K	Buy	+1,784	New	+$217K	0.17%	33
2015 Q3	–	Sell	-1,721	Closed	-$215K	–	32
2015 Q2	$215K	Hold	1,721	–	–	0.19%	31
2015 Q1	$214K	Buy	+1,721	New	+$207K	0.2%	30

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FC Advisory's IWM Position: Q2 2026 in Review

FC Advisory reduced its iShares Russell 2000 ETF (IWM) stake by 1.4% in Q2 2026, selling an estimated $4.78K and leaving 1,209 shares worth $363K. The position accounts for 0.1% of the portfolio, ranked #91.

FC Advisory first reported a position in IWM in Q1 2015 and has held it in 39 quarters since. 962 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

FC Advisory held 1,209 shares of iShares Russell 2000 ETF worth $363K as of Q2 2026.
FC Advisory sold 17 iShares Russell 2000 ETF shares in Q2 2026, an estimated $4.78K.
iShares Russell 2000 ETF made up 0.1% of FC Advisory's portfolio in Q2 2026, its #91 holding.
FC Advisory first reported a position in iShares Russell 2000 ETF in Q1 2015 and has held it in 39 quarters since.
962 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.