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Southern Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Southern Capital 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 		$2.89M Sell
9,631
-24
-0.2% -$6.74K 1.21% 18
2026
Q1 		$2.39M Buy
9,655
+222
+2% +$57.3K 1.12% 18
2025
Q4 		$2.32M Buy
9,433
+346
+4% +$85.1K 1.07% 20
2025
Q3 		$2.2M Buy
9,087
+1,160
+15% +$266K 1.03% 24
2025
Q2 		$1.71M Buy
7,927
+574
+8% +$116K 0.88% 25
2025
Q1 		$1.47M Buy
7,353
+1,926
+35% +$418K 0.81% 26
2024
Q4 		$1.2M Buy
5,427
+86
+2% +$19.6K 0.66% 28
2024
Q3 		$1.18M Buy
5,341
+282
+6% +$60.3K 0.66% 29
2024
Q2 		$1.03M Buy
5,059
+580
+13% +$117K 0.63% 29
2024
Q1 		$942K Buy
4,479
+395
+10% +$78.8K 0.57% 30
2023
Q4 		$820K Buy
4,084
+1,890
+86% +$339K 0.58% 28
2023
Q3 		$388K Sell
2,194
-63
-3% -$11.8K 0.32% 41
2023
Q2 		$423K Buy
2,257
+79
+4% +$14.1K 0.32% 41
2023
Q1 		$389K Buy
2,178
+175
+9% +$32.2K 0.29% 46
2022
Q4 		$349K Sell
2,003
-1,653
-45% -$294K 0.27% 50
2022
Q3 		$603K Buy
3,656
+50
+1% +$9.12K 0.49% 35
2022
Q2 		$611K Buy
3,606
+241
+7% +$44.4K 0.48% 32
2022
Q1 		$691K Buy
3,365
+1,198
+55% +$244K 0.47% 31
2021
Q4 		$482K Buy
+2,167
New +$490K 0.3% 43

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

Southern Capital Advisors's IWM Position: Q2 2026 in Review

Southern Capital Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.25% in Q2 2026, selling an estimated $6.74K and leaving 9,631 shares worth $2.89M. The position accounts for 1.21% of the portfolio, ranked #18.

Southern Capital Advisors first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Southern Capital Advisors held 9,631 shares of iShares Russell 2000 ETF worth $2.89M as of Q2 2026.
  • Southern Capital Advisors sold 24 iShares Russell 2000 ETF shares in Q2 2026, an estimated $6.74K.
  • iShares Russell 2000 ETF made up 1.21% of Southern Capital Advisors's portfolio in Q2 2026, its #18 holding.
  • Southern Capital Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.