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RFG - Bristol Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

RFG - Bristol 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 		$210K Buy
+700
New +$197K 0.05% 175
2025
Q1 		– Sell
-954
Closed -$211K – 178
2024
Q4 		$211K Buy
+954
New +$218K 0.07% 148

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

RFG - Bristol Wealth Advisors's IWM Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 700 shares worth $210K. The stake represents 0.05% of the portfolio and ranks #175 among its holdings. This is a return to the name: RFG - Bristol Wealth Advisors previously reported a position in IWM as recently as Q4 2024.

RFG - Bristol Wealth Advisors first reported a position in IWM in Q4 2024 and has held it in 2 quarters since. The position peaked at $211K in Q4 2024. 1,314 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • RFG - Bristol Wealth Advisors held 700 shares of iShares Russell 2000 ETF worth $210K as of Q2 2026.
  • iShares Russell 2000 ETF was a new RFG - Bristol Wealth Advisors position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.05% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #175 holding.
  • RFG - Bristol Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 2 quarters since.
  • RFG - Bristol Wealth Advisors's iShares Russell 2000 ETF position peaked at $211K in Q4 2024.
  • 1,314 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.