OIA
IWM icon

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

OneDigital 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
2020
Q1 		– Sell
-50,000
Closed -$19K – 599
2019
Q4 		$19K Buy
+50,000
New +$7.9M ﹤0.01% 580

Other funds holding IWM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
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

OneDigital Investment Advisors's IWM Position: Q2 2026 in Review

OneDigital Investment Advisors increased its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q2 2026, buying an estimated $88.5K and bringing the position to 20,075 shares worth $6.03M. The position accounts for 0.05% of the portfolio, ranked #283.

OneDigital Investment Advisors first reported a position in IWM in Q2 2017 and has held it in 37 quarters since. 2,093 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • OneDigital Investment Advisors held 20,075 shares of iShares Russell 2000 ETF worth $6.03M as of Q2 2026.
  • OneDigital Investment Advisors bought 315 iShares Russell 2000 ETF shares in Q2 2026, an estimated $88.5K.
  • iShares Russell 2000 ETF made up 0.05% of OneDigital Investment Advisors's portfolio in Q2 2026, its #283 holding.
  • OneDigital Investment Advisors first reported a position in iShares Russell 2000 ETF in Q2 2017 and has held it in 37 quarters since.
  • 2,093 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.