Professional Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

Professional Advisory Services’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	$521K	Hold	1,735	–	–	0.06%	60
2026 Q1	$430K	Hold	1,735	–	–	0.06%	60
2025 Q4	$427K	Hold	1,735	–	–	0.06%	62
2025 Q3	$420K	Hold	1,735	–	–	0.05%	65
2025 Q2	$374K	Hold	1,735	–	–	0.05%	64
2025 Q1	$346K	Hold	1,735	–	–	0.05%	65
2024 Q4	$383K	Hold	1,735	–	–	0.05%	59
2024 Q3	$383K	Hold	1,735	–	–	0.05%	62
2024 Q2	$352K	Hold	1,735	–	–	0.05%	60
2024 Q1	$365K	Hold	1,735	–	–	0.05%	59
2023 Q4	$348K	Hold	1,735	–	–	0.05%	58
2023 Q3	$307K	Hold	1,735	–	–	0.05%	57
2023 Q2	$325K	Hold	1,735	–	–	0.05%	59
2023 Q1	$310K	Hold	1,735	–	–	0.05%	60
2022 Q4	$303K	Hold	1,735	–	–	0.05%	62
2022 Q3	$286K	Hold	1,735	–	–	0.05%	61
2022 Q2	$294K	Hold	1,735	–	–	0.05%	61
2022 Q1	$356K	Hold	1,735	–	–	0.05%	60
2021 Q4	$386K	Hold	1,735	–	–	0.05%	58
2021 Q3	$380K	Sell	1,735 -30	-2%	-$6.65K	0.06%	57
2021 Q2	$405K	Buy	1,765 +30	+2%	+$6.75K	0.06%	55
2021 Q1	$383K	Hold	1,735	–	–	0.06%	54
2020 Q4	$340K	Hold	1,735	–	–	0.05%	51
2020 Q3	$260K	Hold	1,735	–	–	0.05%	59
2020 Q2	$248K	Buy	+1,735	New	+$228K	0.05%	60
2020 Q1	–	Sell	-1,735	Closed	-$287K	–	65
2019 Q4	$287K	Hold	1,735	–	–	0.05%	62
2019 Q3	$263K	Hold	1,735	–	–	0.05%	61
2019 Q2	$270K	Hold	1,735	–	–	0.05%	58
2019 Q1	$266K	Hold	1,735	–	–	0.05%	59
2018 Q4	$232K	Hold	1,735	–	–	0.05%	60
2018 Q3	$292K	Hold	1,735	–	–	0.06%	57
2018 Q2	$284K	Hold	1,735	–	–	0.06%	53
2018 Q1	$263K	Hold	1,735	–	–	0.06%	55
2017 Q4	$265K	Hold	1,735	–	–	0.06%	55
2017 Q3	$257K	Hold	1,735	–	–	0.05%	54
2017 Q2	$244K	Hold	1,735	–	–	0.05%	53
2017 Q1	$239K	Hold	1,735	–	–	0.05%	53
2016 Q4	$234K	Hold	1,735	–	–	0.05%	52
2016 Q3	$216K	Buy	+1,735	New	+$211K	0.05%	54
2015 Q3	–	Sell	-1,735	Closed	-$217K	–	57
2015 Q2	$217K	Hold	1,735	–	–	0.05%	50
2015 Q1	$216K	Hold	1,735	–	–	0.05%	51
2014 Q4	$208K	Buy	+1,735	New	+$198K	0.05%	55
2014 Q3	–	Sell	-1,735	Closed	-$206K	–	60
2014 Q2	$206K	Buy	+1,735	New	+$197K	0.05%	58

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Professional Advisory Services's IWM Position: Q2 2026 in Review

Professional Advisory Services held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,735 shares worth $521K. The position accounts for 0.06% of the portfolio, ranked #60.

Professional Advisory Services first reported a position in IWM in Q2 2014 and has held it in 43 quarters since. 1,054 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Professional Advisory Services held 1,735 shares of iShares Russell 2000 ETF worth $521K as of Q2 2026.
Professional Advisory Services left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.06% of Professional Advisory Services's portfolio in Q2 2026, its #60 holding.
Professional Advisory Services first reported a position in iShares Russell 2000 ETF in Q2 2014 and has held it in 43 quarters since.
1,054 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Professional Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.