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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return