LA
IWM icon

Latitude Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Latitude 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 		$442K Buy
1,471
+14
+1% +$3.93K 0.18% 133
2026
Q1 		$361K Sell
1,457
-53
-4% -$13.7K 0.17% 146
2025
Q4 		$372K Sell
1,510
-200
-12% -$49.2K 0.16% 137
2025
Q3 		$414K Sell
1,710
-22
-1% -$5.05K 0.19% 110
2025
Q2 		$374K Hold
1,732
– – 0.19% 117
2025
Q1 		$345K Sell
1,732
-590
-25% -$128K 0.2% 120
2024
Q4 		$513K Buy
2,322
+18
+0.8% +$4.1K 0.29% 84
2024
Q3 		$509K Buy
2,304
+408
+22% +$87.3K 0.29% 85
2024
Q2 		$385K Sell
1,896
-71
-4% -$14.3K 0.23% 99
2024
Q1 		$414K Sell
1,967
-96
-5% -$19.2K 0.26% 92
2023
Q4 		$414K Sell
2,063
-263
-11% -$47.1K 0.29% 89
2023
Q3 		$411K Buy
2,326
+39
+2% +$7.32K 0.29% 80
2023
Q2 		$428K Sell
2,287
-71
-3% -$12.7K 0.3% 79
2023
Q1 		$421K Buy
2,358
+92
+4% +$16.9K 0.3% 87
2022
Q4 		$395K Sell
2,266
-133
-6% -$23.7K 0.3% 85
2022
Q3 		$396K Buy
2,399
+1,008
+72% +$184K 0.33% 75
2022
Q2 		$236K Sell
1,391
-3,175
-70% -$585K 0.22% 118
2022
Q1 		$937K Buy
4,566
+596
+15% +$122K 0.21% 101
2021
Q4 		$883K Sell
3,970
-672
-14% -$152K 0.25% 86
2021
Q3 		$1.02M Sell
4,642
-10,482
-69% -$2.32M 0.32% 59
2021
Q2 		$3.47M Sell
15,124
-17,559
-54% -$3.95M 2.57% 6
2021
Q1 		$7.25M Buy
32,683
+20,543
+169% +$4.49M 5.94% 3
2020
Q4 		$2.38M Buy
+12,140
New +$2.12M 2.11% 7

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Latitude Advisors's IWM Position: Q2 2026 in Review

Latitude Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.96% in Q2 2026, buying an estimated $3.93K and bringing the position to 1,471 shares worth $442K. The position accounts for 0.18% of the portfolio, ranked #133.

Latitude Advisors first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.25M in Q1 2021. 1,274 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Latitude Advisors held 1,471 shares of iShares Russell 2000 ETF worth $442K as of Q2 2026.
  • Latitude Advisors bought 14 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.93K.
  • iShares Russell 2000 ETF made up 0.18% of Latitude Advisors's portfolio in Q2 2026, its #133 holding.
  • Latitude Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
  • Latitude Advisors's iShares Russell 2000 ETF position peaked at $7.25M in Q1 2021.
  • 1,274 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.