SA
IWM icon

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

Sincerus 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
2026
Q2 		$4.9M Sell
16,302
-197
-1% -$55.4K 3.33% 8
2026
Q1 		$4.09M Sell
16,499
-280
-2% -$72.2K 3.1% 8
2025
Q4 		$4.13M Buy
16,779
+102
+0.6% +$25.1K 3.32% 7
2025
Q3 		$4.04M Buy
16,677
+1,363
+9% +$313K 3.46% 5
2025
Q2 		$3.44M Buy
15,314
+710
+5% +$143K 3.23% 6
2025
Q1 		$2.91M Buy
14,604
+429
+3% +$93.1K 3.07% 8
2024
Q4 		$3.13M Buy
+14,175
New +$3.23M 3.36% 5

Other funds holding IWM

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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sincerus Advisory's IWM Position: Q2 2026 in Review

Sincerus Advisory reduced its iShares Russell 2000 ETF (IWM) stake by 1.2% in Q2 2026, selling an estimated $55.4K and leaving 16,302 shares worth $4.9M. The position accounts for 3.33% of the portfolio, ranked #8.

Sincerus Advisory first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 742 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Sincerus Advisory held 16,302 shares of iShares Russell 2000 ETF worth $4.9M as of Q2 2026.
  • Sincerus Advisory sold 197 iShares Russell 2000 ETF shares in Q2 2026, an estimated $55.4K.
  • iShares Russell 2000 ETF made up 3.33% of Sincerus Advisory's portfolio in Q2 2026, its #8 holding.
  • Sincerus Advisory first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 742 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.