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Simon Quick Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Simon Quick 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 		$11.5M Sell
38,258
-2,460
-6% -$691K 0.46% 33
2026
Q1 		$10.1M Buy
40,718
+1,887
+5% +$487K 0.46% 37
2025
Q4 		$9.56M Buy
38,831
+5,461
+16% +$1.34M 0.42% 43
2025
Q3 		$8.07M Buy
33,370
+20,021
+150% +$4.59M 0.37% 48
2025
Q2 		$2.88M Buy
13,349
+1,356
+11% +$273K 0.15% 98
2025
Q1 		$2.39M Buy
11,993
+11
+0.1% +$2.39K 0.14% 76
2024
Q4 		$2.65M Sell
11,982
-445
-4% -$101K 0.16% 66
2024
Q3 		$2.74M Buy
12,427
+1,050
+9% +$225K 0.17% 66
2024
Q2 		$2.31M Sell
11,377
-87
-0.8% -$17.6K 0.16% 68
2024
Q1 		$2.41M Buy
11,464
+33
+0.3% +$6.58K 0.18% 69
2023
Q4 		$2.29M Sell
11,431
-3,211
-22% -$575K 0.2% 68
2023
Q3 		$2.59M Buy
14,642
+673
+5% +$126K 0.24% 60
2023
Q2 		$2.62M Buy
13,969
+619
+5% +$110K 0.24% 61
2023
Q1 		$2.38M Sell
13,350
-16,361
-55% -$3.01M 0.26% 62
2022
Q4 		$5.18M Buy
29,711
+16,424
+124% +$2.92M 0.61% 33
2022
Q3 		$2.19M Buy
13,287
+2,075
+19% +$378K 0.31% 53
2022
Q2 		$2.14M Buy
11,212
+1,594
+17% +$294K 0.28% 56
2022
Q1 		$1.97M Buy
9,618
+12
+0.1% +$2.45K 0.56% 28
2021
Q4 		$2.14M Sell
9,606
-21,482
-69% -$4.85M 0.57% 28
2021
Q3 		$6.8M Sell
31,088
-978
-3% -$217K 1.75% 13
2021
Q2 		$7.36M Buy
32,066
+2,646
+9% +$595K 1.95% 11
2021
Q1 		$6.5M Buy
29,420
+10,905
+59% +$2.38M 1.91% 11
2020
Q4 		$3.63M Buy
18,515
+3,676
+25% +$643K 1.09% 17
2020
Q3 		$2.22M Sell
14,839
-14
-0.1% -$2.11K 0.63% 26
2020
Q2 		$2.13M Sell
14,853
-23,061
-61% -$3.03M 0.81% 26
2020
Q1 		$4.34M Buy
37,914
+27,032
+248% +$4.03M 1.61% 15
2019
Q4 		$1.8M Buy
10,882
+2,974
+38% +$470K 0.65% 29
2019
Q3 		$1.2M Buy
7,908
+16
+0.2% +$2.44K 0.53% 27
2019
Q2 		$1.23M Sell
7,892
-33,324
-81% -$5.14M 0.62% 25
2019
Q1 		$6.31M Sell
41,216
-110,638
-73% -$16.6M 2.63% 12
2018
Q4 		$20.3M Buy
151,854
+117,979
+348% +$17.6M 7.39% 3
2018
Q3 		$5.71M Buy
33,875
+2,192
+7% +$370K 2.31% 15
2018
Q2 		$5.19M Sell
31,683
-26
-0.1% -$4.16K 2.2% 13
2018
Q1 		$4.81M Buy
31,709
+31,626
+38,104% +$4.88M 2.02% 13
2017
Q4 		$13K Buy
83
+1
+1% +$150 0.01% 320
2017
Q3 		$12K Hold
82
– – ﹤0.01% 409
2017
Q2 		$12K Hold
82
– – 0.01% 228
2017
Q1 		$11K Buy
+82
New +$11.2K 0.01% 254

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

Simon Quick Advisors's IWM Position: Q2 2026 in Review

Simon Quick Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 6% in Q2 2026, selling an estimated $691K and leaving 38,258 shares worth $11.5M. The position accounts for 0.46% of the portfolio, ranked #33.

Simon Quick Advisors first reported a position in IWM in Q1 2017 and has held it in 38 quarters since. The position peaked at $20.3M in Q4 2018. 1,350 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Simon Quick Advisors held 38,258 shares of iShares Russell 2000 ETF worth $11.5M as of Q2 2026.
  • Simon Quick Advisors sold 2,460 iShares Russell 2000 ETF shares in Q2 2026, an estimated $691K.
  • iShares Russell 2000 ETF made up 0.46% of Simon Quick Advisors's portfolio in Q2 2026, its #33 holding.
  • Simon Quick Advisors first reported a position in iShares Russell 2000 ETF in Q1 2017 and has held it in 38 quarters since.
  • Simon Quick Advisors's iShares Russell 2000 ETF position peaked at $20.3M in Q4 2018.
  • 1,350 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.