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J.W. Cole Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

J.W. Cole 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 		$27.6M Buy
+91,810
New +$25.8M 0.47% 31
2026
Q1 		– Sell
-91,869
Closed -$19.5M – 1124
2025
Q4 		$19.5M Buy
91,869
+9,759
+12% +$2.4M 0.47% 31
2025
Q3 		$19.9M Buy
82,110
+1,926
+2% +$442K 0.38% 41
2025
Q2 		$17.3M Buy
80,184
+10,722
+15% +$2.16M 0.37% 44
2025
Q1 		$13.9M Buy
69,462
+1,956
+3% +$424K 0.43% 37
2024
Q4 		$14.9M Sell
67,506
-332
-0.5% -$75.7K 0.6% 24
2024
Q3 		$15M Buy
67,838
+129
+0.2% +$27.6K 0.63% 24
2024
Q2 		$13.7M Sell
67,709
-2,152
-3% -$435K 0.65% 23
2024
Q1 		$14.7M Sell
69,861
-2,437
-3% -$486K 0.74% 21
2023
Q4 		$14.5M Buy
72,298
+27,680
+62% +$4.96M 0.85% 17
2023
Q3 		$7.89M Buy
44,618
+141
+0.3% +$26.5K 0.58% 32
2023
Q2 		$8.33M Sell
44,477
-12,064
-21% -$2.15M 0.59% 32
2023
Q1 		$10.1M Sell
56,541
-3,573
-6% -$658K 0.72% 16
2022
Q4 		$10.5M Buy
60,114
+1,862
+3% +$331K 0.81% 17
2022
Q3 		$9.61M Buy
58,252
+6,060
+12% +$1.11M 0.8% 15
2022
Q2 		$8.84M Buy
52,192
+5,029
+11% +$927K 0.7% 22
2022
Q1 		$9.68M Sell
47,163
-1,315
-3% -$268K 0.65% 24
2021
Q4 		$10.8M Buy
+48,478
New +$11M 0.7% 21
2021
Q3 		– Sell
-45,068
Closed -$10.3M – 614
2021
Q2 		$10.3M Buy
45,068
+401
+0.9% +$90.2K 0.81% 14
2021
Q1 		$9.87M Buy
44,667
+991
+2% +$216K 0.95% 10
2020
Q4 		$8.56M Buy
43,676
+18,313
+72% +$3.2M 0.89% 12
2020
Q3 		$3.8M Sell
25,363
-19,303
-43% -$2.9M 0.29% 83
2020
Q2 		$6.39M Buy
44,666
+39,077
+699% +$5.13M 0.96% 20
2020
Q1 		$640K Sell
5,589
-41,376
-88% -$6.17M 1.24% 17
2019
Q4 		$7.78M Buy
+46,965
New +$7.42M 0.98% 15

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

J.W. Cole Advisors's IWM Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 91,810 shares worth $27.6M. The stake represents 0.47% of the portfolio and ranks #31 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IWM as recently as Q4 2025.

J.W. Cole Advisors first reported a position in IWM in Q4 2019 and has held it in 25 quarters since. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • J.W. Cole Advisors held 91,810 shares of iShares Russell 2000 ETF worth $27.6M as of Q2 2026.
  • iShares Russell 2000 ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.47% of J.W. Cole Advisors's portfolio in Q2 2026, its #31 holding.
  • J.W. Cole Advisors first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 25 quarters since.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.