OWA
IWM icon

Octavia Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Octavia Wealth 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 		$488K Sell
1,625
-102
-6% -$28.7K 0.04% 123
2026
Q1 		$428K Buy
1,727
+53
+3% +$13.7K 0.04% 139
2025
Q4 		$412K Sell
1,674
-38
-2% -$9.34K 0.04% 154
2025
Q3 		$414K Sell
1,712
-153
-8% -$35.1K 0.04% 155
2025
Q2 		$402K Sell
1,865
-393
-17% -$79.1K 0.05% 135
2025
Q1 		$450K Buy
2,258
+23
+1% +$4.99K 0.05% 130
2024
Q4 		$494K Hold
2,235
– – 0.06% 119
2024
Q3 		$494K Hold
2,235
– – 0.06% 119
2024
Q2 		$453K Sell
2,235
-19
-0.8% -$3.84K 0.06% 127
2024
Q1 		$474K Sell
2,254
-80
-3% -$16K 0.07% 120
2023
Q4 		$468K Sell
2,334
-302
-11% -$54.1K 0.08% 123
2023
Q3 		$468K Sell
2,636
-6
-0.2% -$1.13K 0.09% 106
2023
Q2 		$495K Buy
2,642
+17
+0.6% +$3.03K 0.1% 100
2023
Q1 		$468K Hold
2,625
– – 0.11% 95
2022
Q4 		$458K Sell
2,625
-269
-9% -$47.8K 0.11% 95
2022
Q3 		$477K Buy
2,894
+115
+4% +$21K 0.13% 89
2022
Q2 		$470K Buy
2,779
+211
+8% +$38.9K 0.12% 97
2022
Q1 		$527K Buy
2,568
+133
+5% +$27.1K 0.12% 95
2021
Q4 		$542K Sell
2,435
-113
-4% -$25.5K 0.12% 97
2021
Q3 		$559K Sell
2,548
-16
-0.6% -$3.55K 0.14% 87
2021
Q2 		$588K Sell
2,564
-165
-6% -$37.1K 0.16% 82
2021
Q1 		$603K Sell
2,729
-403
-13% -$88K 0.18% 79
2020
Q4 		$614K Buy
+3,132
New +$548K 0.2% 80

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
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
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Octavia Wealth Advisors's IWM Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 5.9% in Q2 2026, selling an estimated $28.7K and leaving 1,625 shares worth $488K. The position accounts for 0.04% of the portfolio, ranked #123.

Octavia Wealth Advisors first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. The position peaked at $614K in Q4 2020. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Octavia Wealth Advisors held 1,625 shares of iShares Russell 2000 ETF worth $488K as of Q2 2026.
  • Octavia Wealth Advisors sold 102 iShares Russell 2000 ETF shares in Q2 2026, an estimated $28.7K.
  • iShares Russell 2000 ETF made up 0.04% of Octavia Wealth Advisors's portfolio in Q2 2026, its #123 holding.
  • Octavia Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
  • Octavia Wealth Advisors's iShares Russell 2000 ETF position peaked at $614K in Q4 2020.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.