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FLC Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

FLC Capital 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 		$539K Sell
1,795
-10
-0.6% -$2.81K 0.09% 131
2026
Q1 		$448K Hold
1,805
– – 0.08% 143
2025
Q4 		$444K Buy
1,805
+470
+35% +$116K 0.08% 130
2025
Q3 		$323K Hold
1,335
– – 0.06% 152
2025
Q2 		$288K Hold
1,335
– – 0.06% 162
2025
Q1 		$266K Sell
1,335
-28
-2% -$6.07K 0.06% 154
2024
Q4 		$301K Buy
1,363
+18
+1% +$4.1K 0.07% 136
2024
Q3 		$297K Hold
1,345
– – 0.07% 134
2024
Q2 		$273K Hold
1,345
– – 0.07% 132
2024
Q1 		$283K Hold
1,345
– – 0.07% 130
2023
Q4 		$270K Sell
1,345
-465
-26% -$83.3K 0.07% 126
2023
Q3 		$320K Buy
1,810
+465
+35% +$87.3K 0.1% 115
2023
Q2 		$252K Hold
1,345
– – 0.07% 127
2023
Q1 		$240K Hold
1,345
– – 0.07% 138
2022
Q4 		$235K Sell
1,345
-1,000
-43% -$178K 0.07% 145
2022
Q3 		$387K Hold
2,345
– – 0.13% 109
2022
Q2 		$397K Buy
2,345
+1,000
+74% +$184K 0.13% 111
2022
Q1 		$276K Hold
1,345
– – 0.08% 136
2021
Q4 		$299K Hold
1,345
– – 0.08% 138
2021
Q3 		$294K Hold
1,345
– – 0.09% 144
2021
Q2 		$309K Sell
1,345
-87
-6% -$19.6K 0.09% 137
2021
Q1 		$316K Hold
1,432
– – 0.1% 133
2020
Q4 		$281K Hold
1,432
– – 0.09% 120
2020
Q3 		$230K Hold
1,432
– – 0.08% 125
2020
Q2 		$205K Sell
1,432
-465
-25% -$61K 0.08% 114
2020
Q1 		$204K Hold
1,897
– – 0.09% 111
2019
Q4 		$314K Hold
1,897
– – 0.13% 86
2019
Q3 		$287K Hold
1,897
– – 0.12% 92
2019
Q2 		$294K Buy
1,897
+465
+32% +$71.7K 0.12% 92
2019
Q1 		$219K Buy
+1,432
New +$215K 0.1% 104

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

FLC Capital Advisors's IWM Position: Q2 2026 in Review

FLC Capital Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.55% in Q2 2026, selling an estimated $2.81K and leaving 1,795 shares worth $539K. The position accounts for 0.09% of the portfolio, ranked #131.

FLC Capital Advisors first reported a position in IWM in Q1 2019 and has held it in 30 quarters since. 1,096 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • FLC Capital Advisors held 1,795 shares of iShares Russell 2000 ETF worth $539K as of Q2 2026.
  • FLC Capital Advisors sold 10 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.81K.
  • iShares Russell 2000 ETF made up 0.09% of FLC Capital Advisors's portfolio in Q2 2026, its #131 holding.
  • FLC Capital Advisors first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,096 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.