IMA Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.58M Buy
+5,256
New +$1.48M 0.1% 137
2016
Q4
Sell
-20,125
Closed -$2.5M 123
2016
Q3
$2.5M Sell
20,125
-96
-0.5% -$11.7K 1.43% 28
2016
Q2
$2.33M Buy
+20,221
New +$2.28M 1.46% 26

Other funds holding IWM

IMA Advisory Services's IWM Position: Q2 2026 in Review

IMA Advisory Services opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 5,256 shares worth $1.58M. The stake represents 0.1% of the portfolio and ranks #137 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in IWM as recently as Q3 2016.

IMA Advisory Services first reported a position in IWM in Q2 2016 and has held it in 3 quarters since. The position peaked at $2.5M in Q3 2016. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • IMA Advisory Services held 5,256 shares of iShares Russell 2000 ETF worth $1.58M as of Q2 2026.
  • iShares Russell 2000 ETF was a new IMA Advisory Services position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.1% of IMA Advisory Services's portfolio in Q2 2026, its #137 holding.
  • IMA Advisory Services first reported a position in iShares Russell 2000 ETF in Q2 2016 and has held it in 3 quarters since.
  • IMA Advisory Services's iShares Russell 2000 ETF position peaked at $2.5M in Q3 2016.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.