Financial Services Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

Financial Services 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	$5.45M	Buy	18,150 +1,439	+9%	+$404K	1.37%	19
2026 Q1	$4.14M	Sell	16,711 -16,779	-50%	-$4.33M	1.97%	15
2025 Q4	$8.24M	Buy	33,490 +7,968	+31%	+$1.96M	2.96%	10
2025 Q3	$6.18M	Buy	25,522 +19,020	+293%	+$4.36M	2.38%	11
2025 Q2	$1.4M	Sell	6,502 -127	-2%	-$25.6K	0.68%	24
2025 Q1	$1.32M	Sell	6,629 -3,924	-37%	-$851K	0.5%	27
2024 Q4	$2.33M	Buy	10,553 +3,600	+52%	+$821K	0.55%	31
2024 Q3	$1.54M	Buy	6,953 +221	+3%	+$47.3K	0.37%	36
2024 Q2	$1.37M	Buy	6,732 +302	+5%	+$61K	0.37%	32
2024 Q1	$1.35M	Buy	6,430 +1,558	+32%	+$311K	0.34%	37
2023 Q4	$978K	Buy	4,872 +2,200	+82%	+$394K	0.28%	40
2023 Q3	$472K	Buy	2,672 +140	+6%	+$26.3K	0.23%	41
2023 Q2	$474K	Buy	2,532 +328	+15%	+$58.5K	0.2%	37
2023 Q1	$393K	Buy	2,204 +428	+24%	+$78.8K	0.26%	28
2022 Q4	$310K	Buy	+1,776	New	+$316K	0.2%	27
2022 Q3	–	Sell	-1,199	Closed	-$203K	–	14
2022 Q2	$203K	Buy	+1,199	New	+$221K	0.83%	11
2021 Q3	–	Sell	-34,946	Closed	-$8.02M	–	51
2021 Q2	$8.02M	Sell	34,946 -30,676	-47%	-$6.9M	3.42%	10
2021 Q1	$14.5M	Sell	65,622 -35,919	-35%	-$7.84M	6.58%	7
2020 Q4	$19.9M	Buy	+101,541	New	+$17.8M	7.67%	5
2020 Q3	–	Sell	-48,238	Closed	-$6.91M	–	24
2020 Q2	$6.91M	Buy	+48,238	New	+$6.33M	3.5%	11
2018 Q4	–	Sell	-71,770	Closed	-$12.1M	–	9
2018 Q3	$12.1M	Sell	71,770 -114,183	-61%	-$19.3M	8.07%	5
2018 Q2	$30.5M	Buy	+185,953	New	+$29.7M	26.31%	1
2018 Q1	–	Sell	-30,487	Closed	-$4.65M	–	22
2017 Q4	$4.65M	Buy	+30,487	New	+$4.58M	3.42%	12

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

Financial Services Advisory's IWM Position: Q2 2026 in Review

Financial Services Advisory increased its iShares Russell 2000 ETF (IWM) stake by 8.6% in Q2 2026, buying an estimated $404K and bringing the position to 18,150 shares worth $5.45M. The position accounts for 1.37% of the portfolio, ranked #19.

Financial Services Advisory first reported a position in IWM in Q4 2017 and has held it in 23 quarters since. The position peaked at $30.5M in Q2 2018. 2,727 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Financial Services Advisory held 18,150 shares of iShares Russell 2000 ETF worth $5.45M as of Q2 2026.
Financial Services Advisory bought 1,439 iShares Russell 2000 ETF shares in Q2 2026, an estimated $404K.
iShares Russell 2000 ETF made up 1.37% of Financial Services Advisory's portfolio in Q2 2026, its #19 holding.
Financial Services Advisory first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 23 quarters since.
Financial Services Advisory's iShares Russell 2000 ETF position peaked at $30.5M in Q2 2018.
2,727 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.