Mayfair Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History

Mayfair Advisory Group’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	$579K	Hold	1,990	–	–	0.17%	87
2026 Q1	$494K	Hold	1,990	–	–	0.17%	94
2025 Q4	$495K	Hold	1,990	–	–	0.19%	91
2025 Q3	$482K	Hold	1,990	–	–	0.21%	92
2025 Q2	$438K	Sell	1,990 -17	-0.8%	-$3.42K	0.21%	89
2025 Q1	$400K	Buy	2,007 +5	+0.2%	+$1.08K	0.23%	83
2024 Q4	$442K	Hold	2,002	–	–	0.26%	76
2024 Q3	$439K	Hold	2,002	–	–	0.28%	71
2024 Q2	$427K	Hold	2,002	–	–	0.29%	67
2024 Q1	$421K	Buy	2,002 +773	+63%	+$154K	0.31%	69
2023 Q4	$245K	Hold	1,229	–	–	0.21%	103
2023 Q3	$216K	Sell	1,229 -6	-0.5%	-$1.13K	0.21%	110
2023 Q2	$228K	Hold	1,235	–	–	0.23%	104
2023 Q1	$218K	Buy	1,235 +17	+1%	+$3.13K	0.24%	104
2022 Q4	$217K	Hold	1,218	–	–	0.28%	100
2022 Q3	$206K	Sell	1,218 -20	-2%	-$3.65K	0.29%	102
2022 Q2	$232K	Hold	1,238	–	–	0.31%	97
2022 Q1	$257K	Hold	1,238	–	–	0.33%	78
2021 Q4	$269K	Sell	1,238 -160	-11%	-$36.2K	0.36%	68
2021 Q3	$308K	Sell	1,398 -415	-23%	-$92K	0.47%	53
2021 Q2	$416K	Buy	1,813 +601	+50%	+$135K	0.66%	40
2021 Q1	$271K	Hold	1,212	–	–	0.48%	58
2020 Q4	$238K	Buy	+1,212	New	+$212K	0.47%	65
2020 Q1	–	Sell	-1,212	Closed	-$201K	–	39
2019 Q4	$201K	Buy	+1,212	New	+$192K	0.62%	39

Other funds holding IWM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mayfair Advisory Group's IWM Position: Q2 2026 in Review

Mayfair Advisory Group held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,990 shares worth $579K. The position accounts for 0.17% of the portfolio, ranked #87.

Mayfair Advisory Group first reported a position in IWM in Q4 2019 and has held it in 24 quarters since. 2,076 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Mayfair Advisory Group held 1,990 shares of iShares Russell 2000 ETF worth $579K as of Q2 2026.
Mayfair Advisory Group left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.17% of Mayfair Advisory Group's portfolio in Q2 2026, its #87 holding.
Mayfair Advisory Group first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 24 quarters since.
2,076 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Mayfair Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.