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

Stillwater 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	$1.55M	Sell	5,173 -3	-0.1%	-$843	0.16%	44
2026 Q1	$1.28M	Sell	5,176 -127	-2%	-$32.8K	0.15%	43
2025 Q4	$1.31M	Buy	5,303 +1,091	+26%	+$268K	0.14%	43
2025 Q3	$1.02M	Buy	4,212 +471	+13%	+$108K	0.11%	49
2025 Q2	$807K	Sell	3,741 -48	-1%	-$9.66K	0.1%	50
2025 Q1	$756K	Buy	3,789 +283	+8%	+$61.4K	0.11%	50
2024 Q4	$775K	Buy	3,506 +95	+3%	+$21.7K	0.1%	54
2024 Q3	$753K	Buy	+3,411	New	+$730K	0.1%	55
2024 Q2	–	Sell	-3,088	Closed	-$649K	–	57
2024 Q1	$649K	Buy	3,088 +288	+10%	+$57.5K	0.1%	55
2023 Q4	$562K	Buy	2,800 +64	+2%	+$11.5K	0.09%	58
2023 Q3	$484K	Sell	2,736 -50	-2%	-$9.39K	0.09%	59
2023 Q2	$522K	Hold	2,786	–	–	0.09%	58
2023 Q1	$497K	Buy	2,786 +9	+0.3%	+$1.66K	0.1%	56
2022 Q4	$484K	Buy	2,777 +503	+22%	+$89.5K	0.1%	55
2022 Q3	$375K	Sell	2,274 -19	-0.8%	-$3.46K	0.09%	56
2022 Q2	$388K	Buy	2,293 +7	+0.3%	+$1.29K	0.07%	65
2022 Q1	$469K	Sell	2,286 -5	-0.2%	-$1.02K	0.08%	63
2021 Q4	$510K	Buy	2,291 +84	+4%	+$19K	0.08%	59
2021 Q3	$483K	Buy	2,207 +96	+5%	+$21.3K	0.08%	61
2021 Q2	$484K	Buy	2,111 +27	+1%	+$6.07K	0.08%	61
2021 Q1	$460K	Buy	2,084 +421	+25%	+$91.9K	0.08%	61
2020 Q4	$326K	Buy	1,663 +45	+3%	+$7.88K	0.06%	61
2020 Q3	$242K	Buy	1,618 +52	+3%	+$7.82K	0.05%	60
2020 Q2	$224K	Buy	+1,566	New	+$205K	0.05%	64
2020 Q1	–	Sell	-1,313	Closed	-$218K	–	66
2019 Q4	$218K	Buy	+1,313	New	+$208K	0.05%	68
2019 Q2	–	Sell	-1,585	Closed	-$243K	–	76
2019 Q1	$243K	Buy	1,585 +31	+2%	+$4.66K	0.05%	79
2018 Q4	$208K	Sell	1,554 -111	-7%	-$16.6K	0.05%	80
2018 Q3	$281K	Buy	1,665 +61	+4%	+$10.3K	0.06%	72
2018 Q2	$263K	Sell	1,604 -30	-2%	-$4.8K	0.06%	64
2018 Q1	$248K	Sell	1,634 -39	-2%	-$6.02K	0.06%	66
2017 Q4	$255K	Sell	1,673 -23	-1%	-$3.46K	0.06%	67
2017 Q3	$251K	Buy	1,696 +84	+5%	+$11.8K	0.07%	67
2017 Q2	$227K	Buy	+1,612	New	+$223K	0.06%	73

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

Stillwater Capital Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.06% in Q2 2026, selling an estimated $843 and leaving 5,173 shares worth $1.55M. The position accounts for 0.16% of the portfolio, ranked #44.

Stillwater Capital Advisors first reported a position in IWM in Q2 2017 and has held it in 33 quarters since. 1,079 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Stillwater Capital Advisors held 5,173 shares of iShares Russell 2000 ETF worth $1.55M as of Q2 2026.
Stillwater Capital Advisors sold 3 iShares Russell 2000 ETF shares in Q2 2026, an estimated $843.
iShares Russell 2000 ETF made up 0.16% of Stillwater Capital Advisors's portfolio in Q2 2026, its #44 holding.
Stillwater Capital Advisors first reported a position in iShares Russell 2000 ETF in Q2 2017 and has held it in 33 quarters since.
1,079 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Stillwater Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.