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Guyasuta Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Guyasuta Investment 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 		$1.72M Hold
5,717
– – 0.09% 102
2026
Q1 		$1.42M Hold
5,717
– – 0.08% 111
2025
Q4 		$1.41M Hold
5,717
– – 0.08% 109
2025
Q3 		$1.38M Hold
5,717
– – 0.08% 103
2025
Q2 		$1.23M Hold
5,717
– – 0.08% 103
2025
Q1 		$1.14M Buy
5,717
+12
+0.2% +$2.6K 0.07% 108
2024
Q4 		$1.26M Buy
5,705
+618
+12% +$141K 0.08% 101
2024
Q3 		$1.12M Sell
5,087
-1,655
-25% -$354K 0.07% 110
2024
Q2 		$1.35M Sell
6,742
-214
-3% -$43.2K 0.1% 95
2024
Q1 		$1.4M Hold
6,956
– – 0.1% 94
2023
Q4 		$1.4M Buy
6,956
+209
+3% +$37.4K 0.1% 94
2023
Q3 		$1.19M Hold
6,747
– – 0.09% 95
2023
Q2 		$1.26M Sell
6,747
-61
-0.9% -$10.9K 0.09% 93
2023
Q1 		$1.21M Sell
6,808
-78
-1% -$14.4K 0.09% 92
2022
Q4 		$1.2M Buy
6,886
+615
+10% +$109K 0.09% 94
2022
Q3 		$1.03M Hold
6,271
– – 0.09% 94
2022
Q2 		$1.06M Buy
6,271
+450
+8% +$83K 0.08% 114
2022
Q1 		$1.2M Sell
5,821
-648
-10% -$132K 0.08% 114
2021
Q4 		$1.44M Buy
6,469
+410
+7% +$92.6K 0.09% 109
2021
Q3 		$1.32M Sell
6,059
-167
-3% -$37K 0.09% 111
2021
Q2 		$1.43M Buy
6,226
+52
+0.8% +$11.7K 0.1% 107
2021
Q1 		$1.36M Hold
6,174
– – 0.11% 109
2020
Q4 		$1.21M Sell
6,174
-15
-0.2% -$2.63K 0.1% 111
2020
Q3 		$927K Buy
6,189
+1,371
+28% +$206K 0.09% 109
2020
Q2 		$690K Hold
4,818
– – 0.07% 122
2020
Q1 		$551K Hold
4,818
– – 0.07% 120
2019
Q4 		$798K Sell
4,818
-101
-2% -$16K 0.08% 123
2019
Q3 		$744K Sell
4,919
-165
-3% -$25.2K 0.08% 123
2019
Q2 		$791K Hold
5,084
– – 0.08% 119
2019
Q1 		$778K Sell
5,084
-191
-4% -$28.7K 0.09% 121
2018
Q4 		$706K Buy
5,275
+152
+3% +$22.7K 0.09% 118
2018
Q3 		$863K Hold
5,123
– – 0.09% 119
2018
Q2 		$839K Sell
5,123
-175
-3% -$28K 0.1% 117
2018
Q1 		$804K Buy
5,298
+1,145
+28% +$177K 0.09% 117
2017
Q4 		$633K Buy
4,153
+26
+0.6% +$3.9K 0.07% 126
2017
Q3 		$612K Sell
4,127
-265
-6% -$37.3K 0.07% 125
2017
Q2 		$619K Sell
4,392
-43,425
-91% -$6.01M 0.07% 119
2017
Q1 		$6.57M Sell
47,817
-100
-0.2% -$13.7K 0.79% 34
2016
Q4 		$6.46M Sell
47,917
-140
-0.3% -$17.9K 0.84% 33
2016
Q3 		$5.97M Buy
48,057
+43,315
+913% +$5.26M 0.76% 35
2016
Q2 		$545K Hold
4,742
– – 0.07% 129
2016
Q1 		$524K Hold
4,742
– – 0.07% 131
2015
Q4 		$534K Sell
4,742
-36
-0.8% -$4.15K 0.08% 131
2015
Q3 		$521K Sell
4,778
-123
-3% -$14.6K 0.08% 140
2015
Q2 		$611K Hold
4,901
– – 0.08% 139
2015
Q1 		$609K Sell
4,901
-10
-0.2% -$1.21K 0.08% 137
2014
Q4 		$587K Sell
4,911
-58
-1% -$6.63K 0.08% 135
2014
Q3 		$543K Buy
4,969
+123
+3% +$14.1K 0.08% 139
2014
Q2 		$575K Sell
4,846
-344
-7% -$39.1K 0.08% 136
2014
Q1 		$603K Sell
5,190
-27
-0.5% -$3.12K 0.09% 132
2013
Q4 		$601K Sell
5,217
-1,045
-17% -$115K 0.09% 128
2013
Q3 		$667K Sell
6,262
-100
-2% -$10.3K 0.11% 111
2013
Q2 		$617K Buy
+6,362
New +$608K 0.1% 111

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

Guyasuta Investment Advisors's IWM Position: Q2 2026 in Review

Guyasuta Investment Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 5,717 shares worth $1.72M. The position accounts for 0.09% of the portfolio, ranked #102.

Guyasuta Investment Advisors first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.57M in Q1 2017. 1,104 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Guyasuta Investment Advisors held 5,717 shares of iShares Russell 2000 ETF worth $1.72M as of Q2 2026.
  • Guyasuta Investment Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.09% of Guyasuta Investment Advisors's portfolio in Q2 2026, its #102 holding.
  • Guyasuta Investment Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
  • Guyasuta Investment Advisors's iShares Russell 2000 ETF position peaked at $6.57M in Q1 2017.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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