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 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	$9.85M	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	$9.65M	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	$9.68M	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

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

Integrated Advisors Network's IWM Position: Q2 2026 in Review

Integrated Advisors Network reduced its iShares Russell 2000 ETF (IWM) stake by 8.7% in Q2 2026, selling an estimated $1.64M and leaving 61,120 shares worth $18.4M. The position accounts for 0.84% of the portfolio, ranked #21.

Integrated Advisors Network first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Integrated Advisors Network held 61,120 shares of iShares Russell 2000 ETF worth $18.4M as of Q2 2026.
Integrated Advisors Network sold 5,834 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.64M.
iShares Russell 2000 ETF made up 0.84% of Integrated Advisors Network's portfolio in Q2 2026, its #21 holding.
Integrated Advisors Network first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.