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SOA Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

SOA 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 		$2.25M Buy
98,967
+15,147
+18% +$4.26M 0.38% 53
2026
Q1 		$1.37M Buy
83,820
+38
+0% +$9.8K 0.26% 68
2025
Q4 		$1.35M Buy
83,782
+17,557
+27% +$4.32M 0.23% 72
2025
Q3 		$1.19M Buy
66,225
+91
+0.1% +$20.9K 0.2% 76
2025
Q2 		$1.05M Sell
66,134
-79,302
-55% -$16M 0.2% 76
2025
Q1 		$1.11M Buy
145,436
+140,595
+2,904% +$30.5M 0.23% 68
2024
Q4 		$1.07M Buy
4,841
+552
+13% +$126K 0.2% 71
2024
Q3 		$947K Buy
4,289
+11
+0.3% +$2.35K 0.18% 75
2024
Q2 		$868K Sell
4,278
-204
-5% -$41.2K 0.17% 76
2024
Q1 		$943K Buy
4,482
+133
+3% +$26.5K 0.2% 70
2023
Q4 		$873K Buy
4,349
+320
+8% +$57.3K 0.19% 70
2023
Q3 		$712K Sell
4,029
-178
-4% -$33.4K 0.18% 69
2023
Q2 		$788K Buy
4,207
+903
+27% +$161K 0.18% 66
2023
Q1 		$590K Buy
3,304
+1
+0% +$184 0.15% 80
2022
Q4 		$576K Buy
3,303
+1,029
+45% +$183K 0.16% 77
2022
Q3 		$375K Hold
2,274
– – 0.11% 100
2022
Q2 		$385K Buy
2,274
+1
+0% +$184 0.11% 100
2022
Q1 		$466K Hold
2,273
– – 0.11% 104
2021
Q4 		$506K Sell
2,273
-121
-5% -$27.3K 0.12% 96
2021
Q3 		$523K Buy
2,394
+108
+5% +$23.9K 0.13% 94
2021
Q2 		$524K Sell
2,286
-107
-4% -$24.1K 0.13% 95
2021
Q1 		$528K Buy
2,393
+4
+0.2% +$873 0.15% 91
2020
Q4 		$542K Buy
+2,389
New +$418K 0.15% 83

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

SOA Wealth Advisors's IWM Position: Q2 2026 in Review

SOA Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 18% in Q2 2026, buying an estimated $4.26M and bringing the position to 98,967 shares worth $2.25M. The position accounts for 0.38% of the portfolio, ranked #53.

SOA Wealth Advisors first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • SOA Wealth Advisors held 98,967 shares of iShares Russell 2000 ETF worth $2.25M as of Q2 2026.
  • SOA Wealth Advisors bought 15,147 iShares Russell 2000 ETF shares in Q2 2026, an estimated $4.26M.
  • iShares Russell 2000 ETF made up 0.38% of SOA Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • SOA Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.