Laurel Wealth Advisors (North Carolina)’s iShares Russell 2000 ETF IWM Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$6.31M	Buy	21,013 +487	+2%	+$137K	0.61%	34
2026 Q1	$5.83M	Buy	20,526 +3,889	+23%	+$1M	0.58%	35
2025 Q4	$4.1M	Buy	16,637 +1,462	+10%	+$359K	0.54%	48
2025 Q3	$3.67M	Buy	15,175 +1,895	+14%	+$435K	0.51%	53
2025 Q2	$2.87M	Buy	13,280 +336	+3%	+$67.6K	0.43%	60
2025 Q1	$2.58M	Sell	12,944 -256	-2%	-$55.5K	0.4%	63
2024 Q4	$2.92M	Buy	13,200 +558	+4%	+$127K	0.46%	54
2024 Q3	$2.79M	Buy	12,642 +596	+5%	+$128K	0.44%	58
2024 Q2	$2.44M	Sell	12,046 -1,580	-12%	-$319K	0.42%	63
2024 Q1	$2.87M	Buy	13,626 +1,427	+12%	+$285K	0.49%	56
2023 Q4	$2.45M	Sell	12,199 -1,145	-9%	-$205K	0.46%	61
2023 Q3	$2.36M	Buy	13,344 +420	+3%	+$78.8K	0.5%	58
2023 Q2	$2.42M	Sell	12,924 -206	-2%	-$36.7K	0.48%	59
2023 Q1	$2.34M	Buy	13,130 +140	+1%	+$25.8K	0.5%	63
2022 Q4	$2.26M	Sell	12,990 -172	-1%	-$30.6K	0.51%	59
2022 Q3	$2.17M	Sell	13,162 -1,248	-9%	-$228K	0.54%	57
2022 Q2	$2.44M	Buy	14,410 +70	+0.5%	+$12.9K	0.59%	55
2022 Q1	$2.94M	Sell	14,340 -368	-3%	-$75.1K	0.62%	50
2021 Q4	$3.27M	Buy	14,708 +446	+3%	+$101K	0.67%	47
2021 Q3	$3.12M	Buy	14,262 +328	+2%	+$72.7K	0.69%	48
2021 Q2	$3.2M	Sell	13,934 -313	-2%	-$70.4K	0.69%	47
2021 Q1	$3.15M	Sell	14,247 -955	-6%	-$209K	0.76%	42
2020 Q4	$2.98M	Buy	15,202 +186	+1%	+$32.5K	0.77%	42
2020 Q3	$2.25M	Sell	15,016 -560	-4%	-$84.2K	0.67%	47
2020 Q2	$2.23M	Sell	15,576 -350	-2%	-$45.9K	0.73%	45
2020 Q1	$1.82M	Sell	15,926 -775	-5%	-$116K	0.68%	50
2019 Q4	$2.77M	Sell	16,701 -1,950	-10%	-$308K	0.87%	36
2019 Q3	$2.82M	Sell	18,651 -1,925	-9%	-$294K	0.96%	32
2019 Q2	$3.2M	Buy	20,576 +60	+0.3%	+$9.25K	1.13%	26
2019 Q1	$3.14M	Buy	20,516 +590	+3%	+$88.7K	1.15%	24
2018 Q4	$2.67M	Buy	+19,926	New	+$2.97M	1.07%	28

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IWM Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its iShares Russell 2000 ETF (IWM) stake by 2.4% in Q2 2026, buying an estimated $137K and bringing the position to 21,013 shares worth $6.31M. The position accounts for 0.61% of the portfolio, ranked #34.

Laurel Wealth Advisors (North Carolina) first reported a position in IWM in Q4 2018 and has held it in 31 quarters since. 962 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 21,013 shares of iShares Russell 2000 ETF worth $6.31M as of Q2 2026.
Laurel Wealth Advisors (North Carolina) bought 487 iShares Russell 2000 ETF shares in Q2 2026, an estimated $137K.
iShares Russell 2000 ETF made up 0.61% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #34 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 31 quarters since.
962 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.