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Flagstar Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Flagstar 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 		$3.6M Sell
11,982
-524
-4% -$147K 1.09% 28
2026
Q1 		$3.1M Sell
12,506
-1,650
-12% -$426K 1.12% 29
2025
Q4 		$3.48M Sell
14,156
-1,348
-9% -$331K 1.17% 26
2025
Q3 		$3.75M Sell
15,504
-5,389
-26% -$1.24M 1.15% 23
2025
Q2 		$4.51M Sell
20,893
-3,923
-16% -$789K 1.25% 22
2025
Q1 		$4.95M Sell
24,816
-1,582
-6% -$343K 1.27% 23
2024
Q4 		$5.83M Buy
26,398
+486
+2% +$111K 1.45% 15
2024
Q3 		$5.72M Sell
25,912
-905
-3% -$194K 1.45% 19
2024
Q2 		$5.44M Sell
26,817
-1,999
-7% -$404K 1.49% 17
2024
Q1 		$6.06M Buy
28,816
+1,544
+6% +$308K 1.69% 11
2023
Q4 		$5.47M Buy
27,272
+2,263
+9% +$405K 1.73% 13
2023
Q3 		$4.44M Buy
25,009
+686
+3% +$129K 1.69% 13
2023
Q2 		$4.56M Sell
24,323
-3,355
-12% -$598K 1.71% 13
2023
Q1 		$4.94M Sell
27,678
-1,229
-4% -$226K 1.79% 11
2022
Q4 		$5.04M Sell
28,907
-430
-1% -$76.5K 1.77% 12
2022
Q3 		$4.84M Sell
29,337
-484
-2% -$88.3K 1.82% 11
2022
Q2 		$5.05M Sell
29,821
-791
-3% -$146K 1.87% 12
2022
Q1 		$6.28M Sell
30,612
-2,291
-7% -$467K 1.98% 9
2021
Q4 		$7.32M Buy
32,903
+1,308
+4% +$296K 2.25% 10
2021
Q3 		$6.91M Buy
+31,595
New +$7M 2.3% 8

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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

Flagstar Advisors's IWM Position: Q2 2026 in Review

Flagstar Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 4.2% in Q2 2026, selling an estimated $147K and leaving 11,982 shares worth $3.6M. The position accounts for 1.09% of the portfolio, ranked #28.

Flagstar Advisors first reported a position in IWM in Q3 2021 and has held it in 20 quarters since. The position peaked at $7.32M in Q4 2021. 1,035 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Flagstar Advisors held 11,982 shares of iShares Russell 2000 ETF worth $3.6M as of Q2 2026.
  • Flagstar Advisors sold 524 iShares Russell 2000 ETF shares in Q2 2026, an estimated $147K.
  • iShares Russell 2000 ETF made up 1.09% of Flagstar Advisors's portfolio in Q2 2026, its #28 holding.
  • Flagstar Advisors first reported a position in iShares Russell 2000 ETF in Q3 2021 and has held it in 20 quarters since.
  • Flagstar Advisors's iShares Russell 2000 ETF position peaked at $7.32M in Q4 2021.
  • 1,035 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Flagstar Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.