IAM Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

IAM Advisory’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	$2.18M	Buy	7,261 +398	+6%	+$112K	0.43%	43
2026 Q1	$1.7M	Sell	6,863 -101	-1%	-$26.1K	0.38%	44
2025 Q4	$1.71M	Buy	6,964 +62	+0.9%	+$15.2K	0.38%	41
2025 Q3	$1.67M	Buy	6,902 +465	+7%	+$107K	0.38%	45
2025 Q2	$1.39M	Buy	6,437 +205	+3%	+$41.3K	0.33%	49
2025 Q1	$1.24M	Sell	6,232 -12	-0.2%	-$2.6K	0.32%	53
2024 Q4	$1.38M	Buy	6,244 +39	+0.6%	+$8.89K	0.35%	55
2024 Q3	$1.37M	Buy	6,205 +262	+4%	+$56.1K	0.35%	52
2024 Q2	$1.21M	Buy	+5,943	New	+$1.2M	0.33%	53
2023 Q2	–	Sell	-4,695	Closed	-$838K	–	95
2023 Q1	$838K	Sell	4,695 -1,329	-22%	-$245K	0.29%	51
2022 Q4	$1.05M	Buy	+6,024	New	+$1.07M	0.39%	37
2021 Q3	–	Sell	-544	Closed	-$125K	–	91
2021 Q2	$125K	Buy	+544	New	+$122K	0.02%	37

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IAM Advisory's IWM Position: Q2 2026 in Review

IAM Advisory increased its iShares Russell 2000 ETF (IWM) stake by 5.8% in Q2 2026, buying an estimated $112K and bringing the position to 7,261 shares worth $2.18M. The position accounts for 0.43% of the portfolio, ranked #43.

IAM Advisory first reported a position in IWM in Q2 2021 and has held it in 12 quarters since. 2,727 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

IAM Advisory held 7,261 shares of iShares Russell 2000 ETF worth $2.18M as of Q2 2026.
IAM Advisory bought 398 iShares Russell 2000 ETF shares in Q2 2026, an estimated $112K.
iShares Russell 2000 ETF made up 0.43% of IAM Advisory's portfolio in Q2 2026, its #43 holding.
IAM Advisory first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 12 quarters since.
2,727 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.