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Register Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Register Financial 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 		$642K Buy
2,135
+70
+3% +$19.7K 0.2% 122
2026
Q1 		$512K Buy
2,065
+250
+14% +$64.5K 0.19% 118
2025
Q4 		$447K Sell
1,815
-91
-5% -$22.4K 0.17% 122
2025
Q3 		$461K Sell
1,906
-58
-3% -$13.3K 0.18% 119
2025
Q2 		$424K Buy
1,964
+102
+5% +$20.5K 0.19% 114
2025
Q1 		$371K Buy
1,862
+119
+7% +$25.8K 0.19% 122
2024
Q4 		$385K Buy
1,743
+13
+0.8% +$2.96K 0.19% 117
2024
Q3 		$382K Sell
1,730
-172
-9% -$36.8K 0.2% 115
2024
Q2 		$386K Buy
1,902
+12
+0.6% +$2.42K 0.2% 113
2024
Q1 		$397K Buy
1,890
+852
+82% +$170K 0.21% 111
2023
Q4 		$208K Buy
1,038
+157
+18% +$28.1K 0.14% 155
2023
Q3 		$156K Buy
881
+60
+7% +$11.3K 0.11% 156
2023
Q2 		$154K Buy
821
+1
+0.1% +$178 0.11% 157
2023
Q1 		$146K Buy
820
+1
+0.1% +$184 0.12% 154
2022
Q4 		$143K Buy
+819
New +$146K 0.09% 188

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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 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

Register Financial Advisors's IWM Position: Q2 2026 in Review

Register Financial Advisors increased its iShares Russell 2000 ETF (IWM) stake by 3.4% in Q2 2026, buying an estimated $19.7K and bringing the position to 2,135 shares worth $642K. The position accounts for 0.2% of the portfolio, ranked #122.

Register Financial Advisors first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. 1,350 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Register Financial Advisors held 2,135 shares of iShares Russell 2000 ETF worth $642K as of Q2 2026.
  • Register Financial Advisors bought 70 iShares Russell 2000 ETF shares in Q2 2026, an estimated $19.7K.
  • iShares Russell 2000 ETF made up 0.2% of Register Financial Advisors's portfolio in Q2 2026, its #122 holding.
  • Register Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,350 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.