Integrated Advisors Network
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Integrated Advisors Network’s iShares Russell 2000 ETF IWM Stock Holding History

Integrated Advisors Network’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
Q3 		$14.1M Sell
50,578
-10,542
-17% -$3.1M 0.64% 28
2026
Q2 		$18.4M Sell
61,120
-5,834
-9% -$1.64M 0.84% 21
2026
Q1 		$16.6M Buy
66,954
+22,063
+49% +$5.69M 0.87% 17
2025
Q4 		$11.1M Sell
44,891
-537
-1% -$132K 0.49% 40
2025
Q3 		$11M Sell
45,428
-230
-0.5% -$52.8K 0.46% 42
2025
Q2 		$9.9M Sell
45,658
-7,503
-14% -$1.51M 0.44% 47
2025
Q1 		$10.6M Buy
53,161
+109
+0.2% +$23.6K 0.54% 36
2024
Q4 		$11.7M Buy
53,052
+1,914
+4% +$436K 0.56% 31
2024
Q3 		$11.3M Buy
51,138
+4,666
+10% +$998K 0.53% 37
2024
Q2 		$9.43M Sell
46,472
-1,662
-3% -$336K 0.48% 43
2024
Q1 		$10.1M Buy
48,134
+46
+0.1% +$9.18K 0.51% 41
2023
Q4 		$9.7M Sell
48,088
-4,847
-9% -$868K 0.55% 38
2023
Q3 		$9.36M Buy
52,935
+1,264
+2% +$237K 0.57% 34
2023
Q2 		$9.7M Buy
51,671
+3,533
+7% +$630K 0.56% 36
2023
Q1 		$8.59M Buy
48,138
+409
+0.9% +$75.3K 0.52% 42
2022
Q4 		$8.32M Buy
47,729
+986
+2% +$175K 0.54% 38
2022
Q3 		$7.71M Buy
46,743
+13,396
+40% +$2.44M 0.52% 40
2022
Q2 		$5.65M Buy
33,347
+2,561
+8% +$472K 0.37% 65
2022
Q1 		$6.32M Buy
30,786
+8,102
+36% +$1.65M 0.37% 64
2021
Q4 		$5.05M Sell
22,684
-1,046
-4% -$236K 0.3% 77
2021
Q3 		$5.19M Buy
23,730
+4,511
+23% +$1M 0.34% 59
2021
Q2 		$4.41M Buy
19,219
+1,654
+9% +$372K 0.32% 78
2021
Q1 		$3.88M Buy
17,565
+4,663
+36% +$1.02M 0.35% 70
2020
Q4 		$2.53M Buy
12,902
+3,938
+44% +$689K 0.28% 101
2020
Q3 		$1.34M Sell
8,964
-98
-1% -$14.7K 0.17% 144
2020
Q2 		$1.3M Buy
9,062
+756
+9% +$99.2K 0.15% 161
2020
Q1 		$951K Sell
8,306
-2,138
-20% -$319K 0.19% 138
2019
Q4 		$1.73M Buy
+10,444
New +$1.65M 0.23% 140

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Integrated Advisors Network's IWM Position: Q3 2026 in Review

Integrated Advisors Network reduced its iShares Russell 2000 ETF (IWM) stake by 17% in Q3 2026, selling an estimated $3.1M and leaving 50,578 shares worth $14.1M. The position accounts for 0.64% of the portfolio, ranked #28.

Integrated Advisors Network first reported a position in IWM in Q4 2019 and has held it in 28 quarters since. The position peaked at $18.4M in Q2 2026. 894 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Integrated Advisors Network held 50,578 shares of iShares Russell 2000 ETF worth $14.1M as of Q3 2026.
  • Integrated Advisors Network sold 10,542 iShares Russell 2000 ETF shares in Q3 2026, an estimated $3.1M.
  • iShares Russell 2000 ETF made up 0.64% of Integrated Advisors Network's portfolio in Q3 2026, its #28 holding.
  • Integrated Advisors Network first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 28 quarters since.
  • Integrated Advisors Network's iShares Russell 2000 ETF position peaked at $18.4M in Q2 2026.
  • 894 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.