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

Financial Solutions Advisory Group’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 		$19.9M Sell
66,996
-1,441
-2% -$405K 2.52% 9
2026
Q1 		$17M Buy
+68,437
New +$17.7M 2.35% 8

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
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
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Financial Solutions Advisory Group's IWM Position: Q2 2026 in Review

Financial Solutions Advisory Group reduced its iShares Russell 2000 ETF (IWM) stake by 2.1% in Q2 2026, selling an estimated $405K and leaving 66,996 shares worth $19.9M. The position accounts for 2.52% of the portfolio, ranked #9.

Financial Solutions Advisory Group first reported a position in IWM in Q1 2026 and has held it in 2 quarters since. 789 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Financial Solutions Advisory Group held 66,996 shares of iShares Russell 2000 ETF worth $19.9M as of Q2 2026.
  • Financial Solutions Advisory Group sold 1,441 iShares Russell 2000 ETF shares in Q2 2026, an estimated $405K.
  • iShares Russell 2000 ETF made up 2.52% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #9 holding.
  • Financial Solutions Advisory Group first reported a position in iShares Russell 2000 ETF in Q1 2026 and has held it in 2 quarters since.
  • 789 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.