RA
IWM icon

RFG Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

RFG Advisory’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
2022
Q1 		– Sell
-1,700
Closed -$332K – 523
2021
Q4 		$332K Buy
+1,700
New +$384K 0.02% 382

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
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
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

RFG Advisory's IWM Position: Q2 2026 in Review

RFG Advisory increased its iShares Russell 2000 ETF (IWM) stake by 253% in Q2 2026, buying an estimated $3.82M and bringing the position to 18,947 shares worth $5.69M. The position accounts for 0.09% of the portfolio, ranked #155.

RFG Advisory first reported a position in IWM in Q2 2015 and has held it in 31 quarters since. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • RFG Advisory held 18,947 shares of iShares Russell 2000 ETF worth $5.69M as of Q2 2026.
  • RFG Advisory bought 13,584 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.82M.
  • iShares Russell 2000 ETF made up 0.09% of RFG Advisory's portfolio in Q2 2026, its #155 holding.
  • RFG Advisory first reported a position in iShares Russell 2000 ETF in Q2 2015 and has held it in 31 quarters since.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.