Kovack Advisors’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
Q1 | $3.27M | Sell |
13,156
-6,589
| -33% | -$1.7M | 0.17% | 117 |
|
|
2025
Q4 | $4.86M | Buy |
19,745
+16,868
| +586% | +$4.15M | 0.23% | 85 |
|
|
2025
Q3 | $696K | Sell |
2,877
-58
| -2% | -$13.3K | 0.07% | 261 |
|
|
2025
Q2 | $633K | Buy |
2,935
+256
| +10% | +$51.5K | 0.06% | 274 |
|
|
2025
Q1 | $535K | Sell |
2,679
-792
| -23% | -$172K | 0.06% | 284 |
|
|
2024
Q4 | $767K | Buy |
3,471
+60
| +2% | +$13.7K | 0.08% | 212 |
|
|
2024
Q3 | $753K | Buy |
3,411
+429
| +14% | +$91.8K | 0.08% | 214 |
|
|
2024
Q2 | $605K | Sell |
2,982
-55
| -2% | -$11.1K | 0.07% | 260 |
|
|
2024
Q1 | $639K | Sell |
3,037
-2,161
| -42% | -$431K | 0.08% | 218 |
|
|
2023
Q4 | $1.04M | Buy |
5,198
+2,400
| +86% | +$430K | 0.12% | 165 |
|
|
2023
Q3 | $494K | Sell |
2,798
-9,586
| -77% | -$1.8M | 0.07% | 264 |
|
|
2023
Q2 | $2.32M | Buy |
12,384
+7,445
| +151% | +$1.33M | 0.3% | 66 |
|
|
2023
Q1 | $881K | Buy |
4,939
+62
| +1% | +$11.4K | 0.12% | 177 |
|
|
2022
Q4 | $850K | Sell |
4,877
-12
| -0.2% | -$2.13K | 0.12% | 179 |
|
|
2022
Q3 | $806K | Sell |
4,889
-1,072
| -18% | -$196K | 0.12% | 184 |
|
|
2022
Q2 | $1.01M | Sell |
5,961
-1,932
| -24% | -$356K | 0.13% | 159 |
|
|
2022
Q1 | $1.62M | Buy |
7,893
+4,065
| +106% | +$829K | 0.17% | 134 |
|
|
2021
Q4 | $852K | Sell |
3,828
-1,476
| -28% | -$334K | 0.08% | 264 |
|
|
2021
Q3 | $1.16M | Buy |
5,304
+242
| +5% | +$53.6K | 0.13% | 182 |
|
|
2021
Q2 | $1.16M | Buy |
5,062
+797
| +19% | +$179K | 0.13% | 175 |
|
|
2021
Q1 | $942K | Buy |
4,265
+2,573
| +152% | +$562K | 0.12% | 188 |
|
|
2020
Q4 | $332K | Sell |
1,692
-5,390
| -76% | -$943K | 0.05% | 374 |
|
|
2020
Q3 | $1.06M | Sell |
7,082
-206
| -3% | -$31K | 0.19% | 134 |
|
|
2020
Q2 | $1.04M | Sell |
7,288
-223
| -3% | -$29.3K | 0.2% | 123 |
|
|
2020
Q1 | $860K | Buy |
7,511
+3,859
| +106% | +$575K | 0.2% | 123 |
|
|
2019
Q4 | $605K | Sell |
3,652
-265
| -7% | -$41.9K | 0.11% | 212 |
|
|
2019
Q3 | $593K | Sell |
3,917
-177
| -4% | -$27K | 0.12% | 197 |
|
|
2019
Q2 | $637K | Sell |
4,094
-316
| -7% | -$48.7K | 0.15% | 170 |
|
|
2019
Q1 | $675K | Sell |
4,410
-1,179
| -21% | -$177K | 0.17% | 147 |
|
|
2018
Q4 | $748K | Buy |
5,589
+190
| +4% | +$28.4K | 0.22% | 110 |
|
|
2018
Q3 | $910K | Buy |
5,399
+3,331
| +161% | +$562K | 0.23% | 108 |
|
|
2018
Q2 | $339K | Sell |
2,068
-132
| -6% | -$21.1K | 0.09% | 248 |
|
|
2018
Q1 | $334K | Sell |
2,200
-754
| -26% | -$116K | 0.08% | 285 |
|
|
2017
Q4 | $450K | Buy |
2,954
+516
| +21% | +$77.5K | 0.11% | 210 |
|
|
2017
Q3 | $361K | Sell |
2,438
-804
| -25% | -$113K | 0.12% | 203 |
|
|
2017
Q2 | $457K | Buy |
+3,242
| New | +$449K | 0.14% | 171 |
|
Other funds holding IWM
Kovack Advisors's IWM Position: Q1 2026 in Review
Kovack Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 33% in Q1 2026, selling an estimated $1.7M and leaving 13,156 shares worth $3.27M. The position accounts for 0.17% of the portfolio, ranked #117.
Kovack Advisors first reported a position in IWM in Q2 2017 and has held it in 36 quarters since. The position peaked at $4.86M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Kovack Advisors held 13,156 shares of iShares Russell 2000 ETF worth $3.27M as of Q1 2026.
- Kovack Advisors sold 6,589 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.7M.
- iShares Russell 2000 ETF made up 0.17% of Kovack Advisors's portfolio in Q1 2026, its #117 holding.
- Kovack Advisors first reported a position in iShares Russell 2000 ETF in Q2 2017 and has held it in 36 quarters since.
- Kovack Advisors's iShares Russell 2000 ETF position peaked at $4.86M in Q4 2025.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.