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

Goldstein 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 		$820K Hold
2,728
– – 0.07% 94
2026
Q1 		$677K Sell
2,728
-188
-6% -$48.5K 0.08% 88
2025
Q4 		$718K Buy
2,916
+297
+11% +$73K 0.08% 82
2025
Q3 		$634K Sell
2,619
-812
-24% -$186K 0.08% 89
2025
Q2 		$740K Buy
3,431
+476
+16% +$95.8K 0.1% 70
2025
Q1 		$589K Hold
2,955
– – 0.09% 81
2024
Q4 		$653K Sell
2,955
-96
-3% -$21.9K 0.09% 75
2024
Q3 		$674K Hold
3,051
– – 0.1% 72
2024
Q2 		$619K Hold
3,051
– – 0.1% 69
2024
Q1 		$642K Buy
3,051
+299
+11% +$59.6K 0.11% 66
2023
Q4 		$552K Buy
2,752
+1,440
+110% +$258K 0.09% 96
2023
Q3 		$232K Buy
+1,312
New +$246K 0.05% 121

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

Goldstein Advisors's IWM Position: Q2 2026 in Review

Goldstein Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 2,728 shares worth $820K. The position accounts for 0.07% of the portfolio, ranked #94.

Goldstein Advisors first reported a position in IWM in Q3 2023 and has held it in 12 quarters since. 1,106 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Goldstein Advisors held 2,728 shares of iShares Russell 2000 ETF worth $820K as of Q2 2026.
  • Goldstein Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.07% of Goldstein Advisors's portfolio in Q2 2026, its #94 holding.
  • Goldstein Advisors first reported a position in iShares Russell 2000 ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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