Ironsides Asset Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Ironsides Asset Advisors’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	$6.25M	Sell	20,793 -9	-0%	-$2.53K	1.46%	14
2026 Q1	$5.16M	Buy	20,802 +757	+4%	+$195K	1.29%	15
2025 Q4	$4.93M	Buy	+20,045	New	+$4.93M	1.25%	16
2022 Q2	–	Sell	-2,824	Closed	-$580K	–	102
2022 Q1	$580K	Sell	2,824 -570	-17%	-$116K	0.18%	45
2021 Q4	$755K	Buy	+3,394	New	+$767K	0.21%	36
2017 Q3	–	Sell	-1,708	Closed	-$241K	–	90
2017 Q2	$241K	Sell	1,708 -500	-23%	-$69.2K	0.1%	83
2017 Q1	$304K	Sell	2,208 -756	-26%	-$103K	0.13%	65
2016 Q4	$400K	Hold	2,964	–	–	0.11%	114
2016 Q3	$368K	Hold	2,964	–	–	0.1%	124
2016 Q2	$341K	Sell	2,964 -5,225	-64%	-$589K	0.1%	115
2016 Q1	$906K	Buy	8,189 +3,793	+86%	+$393K	0.23%	87
2015 Q4	$495K	Sell	4,396 -1,945	-31%	-$224K	0.13%	101
2015 Q3	$692K	Buy	6,341 +50	+0.8%	+$5.93K	0.19%	88
2015 Q2	$785K	Buy	6,291 +356	+6%	+$44.5K	0.22%	85
2015 Q1	$738K	Hold	5,935	–	–	0.2%	90
2014 Q4	$710K	Hold	5,935	–	–	0.2%	90
2014 Q3	$649K	Hold	5,935	–	–	0.19%	90
2014 Q2	$705K	Buy	+5,935	New	+$674K	0.2%	90

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

Ironsides Asset Advisors's IWM Position: Q2 2026 in Review

Ironsides Asset Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.04% in Q2 2026, selling an estimated $2.53K and leaving 20,793 shares worth $6.25M. The position accounts for 1.46% of the portfolio, ranked #14.

Ironsides Asset Advisors first reported a position in IWM in Q2 2014 and has held it in 18 quarters since. 2,727 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Ironsides Asset Advisors held 20,793 shares of iShares Russell 2000 ETF worth $6.25M as of Q2 2026.
Ironsides Asset Advisors sold 9 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.53K.
iShares Russell 2000 ETF made up 1.46% of Ironsides Asset Advisors's portfolio in Q2 2026, its #14 holding.
Ironsides Asset Advisors first reported a position in iShares Russell 2000 ETF in Q2 2014 and has held it in 18 quarters since.
2,727 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Ironsides Asset Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.