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Signature Estate & Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Signature Estate & 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
2026
Q2 		$1.55M Buy
5,172
+158
+3% +$44.4K 0.03% 202
2026
Q1 		$1.24M Buy
+5,014
New +$1.29M 0.03% 235

Other funds holding IWM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
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

Signature Estate & Investment Advisors's IWM Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares Russell 2000 ETF (IWM) stake by 3.2% in Q2 2026, buying an estimated $44.4K and bringing the position to 5,172 shares worth $1.55M. The position accounts for 0.03% of the portfolio, ranked #202.

Signature Estate & Investment Advisors first reported a position in IWM in Q1 2026 and has held it in 2 quarters since. 1,827 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Signature Estate & Investment Advisors held 5,172 shares of iShares Russell 2000 ETF worth $1.55M as of Q2 2026.
  • Signature Estate & Investment Advisors bought 158 iShares Russell 2000 ETF shares in Q2 2026, an estimated $44.4K.
  • iShares Russell 2000 ETF made up 0.03% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #202 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares Russell 2000 ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,827 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.