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Fiduciary Alliance’s iShares Russell 2000 ETF IWM Stock Holding History

Fiduciary Alliance’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 		$1.55M Sell
5,175
-22
-0.4% -$6.18K 0.11% 209
2026
Q1 		$1.4M Buy
5,197
+683
+15% +$176K 0.08% 226
2025
Q4 		$1.11M Buy
4,514
+648
+17% +$159K 0.07% 228
2025
Q3 		$935K Buy
3,866
+238
+7% +$54.6K 0.06% 246
2025
Q2 		$783K Buy
3,628
+1,252
+53% +$252K 0.06% 258
2025
Q1 		$474K Buy
2,376
+109
+5% +$23.6K 0.05% 265
2024
Q4 		$501K Sell
2,267
-371
-14% -$84.6K 0.05% 234
2024
Q3 		$583K Buy
2,638
+332
+14% +$71K 0.08% 143
2024
Q2 		$465K Buy
2,306
+101
+5% +$20.4K 0.08% 136
2024
Q1 		$459K Sell
2,205
-7
-0.3% -$1.4K 0.08% 129
2023
Q4 		$444K Buy
2,212
+115
+5% +$20.6K 0.09% 119
2023
Q3 		$371K Sell
2,097
-123
-6% -$23.1K 0.09% 126
2023
Q2 		$416K Buy
2,220
+18
+0.8% +$3.21K 0.09% 110
2023
Q1 		$393K Buy
2,202
+18
+0.8% +$3.31K 0.1% 105
2022
Q4 		$381K Buy
+2,184
New +$388K 0.1% 100

Other funds holding IWM

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
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
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Fiduciary Alliance's IWM Position: Q2 2026 in Review

Fiduciary Alliance reduced its iShares Russell 2000 ETF (IWM) stake by 0.42% in Q2 2026, selling an estimated $6.18K and leaving 5,175 shares worth $1.55M. The position accounts for 0.11% of the portfolio, ranked #209.

Fiduciary Alliance first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. 670 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Fiduciary Alliance held 5,175 shares of iShares Russell 2000 ETF worth $1.55M as of Q2 2026.
  • Fiduciary Alliance sold 22 iShares Russell 2000 ETF shares in Q2 2026, an estimated $6.18K.
  • iShares Russell 2000 ETF made up 0.11% of Fiduciary Alliance's portfolio in Q2 2026, its #209 holding.
  • Fiduciary Alliance first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
  • 670 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.