Mount Yale Investment 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
Q2 | $11.8M | Buy |
+40,030
| New | +$11.2M | 0.22% | 99 |
|
|
2026
Q1 | – | Sell |
-2,660
| Closed | -$686K | – | 1115 |
|
|
2025
Q4 | $655K | Sell |
2,660
-1,945
| -42% | -$478K | 0.03% | 395 |
|
|
2025
Q3 | $1.11M | Sell |
4,605
-17,968
| -80% | -$4.12M | 0.08% | 260 |
|
|
2025
Q2 | $4.67M | Buy |
22,573
+2,060
| +10% | +$415K | 0.36% | 49 |
|
|
2025
Q1 | $4.09M | Sell |
20,513
-17
| -0.1% | -$3.69K | 0.35% | 51 |
|
|
2024
Q4 | $4.54M | Buy |
20,530
+1,839
| +10% | +$419K | 0.37% | 51 |
|
|
2024
Q3 | $4.13M | Buy |
18,691
+140
| +0.8% | +$30K | 0.4% | 60 |
|
|
2024
Q2 | $3.76M | Sell |
18,551
-1,993
| -10% | -$403K | 0.3% | 72 |
|
|
2024
Q1 | $4.32M | Sell |
20,544
-252
| -1% | -$50.3K | 0.33% | 68 |
|
|
2023
Q4 | $4.17M | Sell |
20,796
-257
| -1% | -$46K | 0.4% | 57 |
|
|
2023
Q3 | $3.72M | Buy |
21,053
+157
| +0.8% | +$29.5K | 0.4% | 57 |
|
|
2023
Q2 | $3.91M | Sell |
20,896
-3,497
| -14% | -$623K | 0.41% | 55 |
|
|
2023
Q1 | $4.35M | Sell |
24,393
-302
| -1% | -$55.6K | 0.49% | 45 |
|
|
2022
Q4 | $4.31M | Sell |
24,695
-2,038
| -8% | -$362K | 0.49% | 54 |
|
|
2022
Q3 | $4.41M | Buy |
26,733
+939
| +4% | +$171K | 0.59% | 37 |
|
|
2022
Q2 | $4.37M | Sell |
25,794
-2,322
| -8% | -$428K | 0.55% | 41 |
|
|
2022
Q1 | $5.77M | Sell |
28,116
-1,534
| -5% | -$313K | 0.63% | 32 |
|
|
2021
Q4 | $6.6M | Buy |
29,650
+4,487
| +18% | +$1.01M | 0.69% | 26 |
|
|
2021
Q3 | $5.5M | Buy |
25,163
+105
| +0.4% | +$23.3K | 0.63% | 30 |
|
|
2021
Q2 | $5.75M | Buy |
25,058
+986
| +4% | +$222K | 0.7% | 32 |
|
|
2021
Q1 | $5.32M | Buy |
24,072
+1,427
| +6% | +$312K | 0.69% | 34 |
|
|
2020
Q4 | $4.44M | Sell |
22,645
-270
| -1% | -$47.2K | 0.62% | 41 |
|
|
2020
Q3 | $3.43M | Sell |
22,915
-270
| -1% | -$40.6K | 0.49% | 48 |
|
|
2020
Q2 | $3.32M | Sell |
23,185
-599
| -3% | -$78.6K | 0.59% | 44 |
|
|
2020
Q1 | $2.72M | Sell |
23,784
-23,452
| -50% | -$3.5M | 0.61% | 41 |
|
|
2019
Q4 | $7.58M | Buy |
47,236
+3,435
| +8% | +$543K | 1.32% | 16 |
|
|
2019
Q3 | $6.96M | Sell |
43,801
-3,198
| -7% | -$488K | 1.24% | 22 |
|
|
2019
Q2 | $7.02M | Sell |
46,999
-1,550
| -3% | -$239K | 1.3% | 22 |
|
|
2019
Q1 | $7.43M | Sell |
48,549
-1,261
| -3% | -$189K | 1.39% | 18 |
|
|
2018
Q4 | $7.53M | Buy |
49,810
+5,110
| +11% | +$762K | 1.53% | 12 |
|
|
2018
Q3 | $7.04M | Sell |
44,700
-1,764
| -4% | -$298K | 1.23% | 21 |
|
|
2018
Q2 | $7.61M | Sell |
46,464
-53
| -0.1% | -$8.48K | 1.44% | 8 |
|
|
2018
Q1 | $7.06M | Buy |
+46,517
| New | +$7.18M | 1.51% | 6 |
|
Other funds holding IWM
Mount Yale Investment Advisors's IWM Position: Q2 2026 in Review
Mount Yale Investment Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 40,030 shares worth $11.8M. The stake represents 0.22% of the portfolio and ranks #99 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in IWM as recently as Q4 2025.
Mount Yale Investment Advisors first reported a position in IWM in Q1 2018 and has held it in 33 quarters since. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Mount Yale Investment Advisors held 40,030 shares of iShares Russell 2000 ETF worth $11.8M as of Q2 2026.
- iShares Russell 2000 ETF was a new Mount Yale Investment Advisors position in Q2 2026.
- iShares Russell 2000 ETF made up 0.22% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #99 holding.
- Mount Yale Investment Advisors first reported a position in iShares Russell 2000 ETF in Q1 2018 and has held it in 33 quarters since.
- 2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.