Mount Yale Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Mount Yale Investment 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	–	Sell	-35,276	Closed	-$8.53M	–	1233
2026 Q1	$8.53M	Buy	+35,276	New	+$9.1M	0.2%	113
2025 Q2	–	Sell	-1,000	Closed	-$10.4K	–	1505
2025 Q1	$10.4K	Sell	1,000 -1,500	-60%	-$325K	﹤0.01%	532
2024 Q4	$27.6K	Hold	2,500	–	–	﹤0.01%	540
2024 Q3	$39.2K	Hold	2,500	–	–	﹤0.01%	534
2024 Q2	$23.9K	Buy	+2,500	New	+$505K	﹤0.01%	534
2023 Q1	–	Sell	-10,700	Closed	-$1.87M	–	510
2022 Q4	$1.87M	Buy	+10,700	New	+$1.9M	0.21%	107
2022 Q1	–	Sell	-4,200	Closed	-$934K	–	484
2021 Q4	$934K	Buy	+4,200	New	+$949K	0.1%	216

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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.