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Strategic Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Strategic Investment 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 		$186K Buy
618
+100
+19% +$28.1K 0.01% 325
2026
Q1 		$128K Buy
+518
New +$134K 0.01% 353
2024
Q2 		– Sell
-982
Closed -$207K – 241
2024
Q1 		$207K Sell
982
-52
-5% -$10.4K 0.03% 239
2023
Q4 		$207K Sell
1,034
-169
-14% -$30.3K 0.03% 229
2023
Q3 		$213K Buy
+1,203
New +$226K 0.04% 223
2023
Q2 		– Sell
-1,272
Closed -$227K – 213
2023
Q1 		$227K Sell
1,272
-108
-8% -$19.9K 0.04% 223
2022
Q4 		$241K Buy
+1,380
New +$245K 0.05% 208
2022
Q3 		– Sell
-2,049
Closed -$347K – 191
2022
Q2 		$347K Sell
2,049
-29
-1% -$5.35K 0.07% 171
2022
Q1 		$427K Sell
2,078
-400
-16% -$81.6K 0.08% 167
2021
Q4 		$551K Sell
2,478
-68
-3% -$15.4K 0.11% 154
2021
Q3 		$557K Sell
2,546
-189
-7% -$41.9K 0.12% 147
2021
Q2 		$627K Sell
2,735
-2,037
-43% -$458K 0.14% 143
2021
Q1 		$1.05M Sell
4,772
-1,588
-25% -$347K 0.27% 77
2020
Q4 		$1.25M Sell
6,360
-6,190
-49% -$1.08M 0.36% 61
2020
Q3 		$1.88M Buy
12,550
+2,724
+28% +$410K 0.64% 45
2020
Q2 		$1.41M Buy
9,826
+2,296
+30% +$301K 0.53% 49
2020
Q1 		$862K Buy
7,530
+757
+11% +$113K 0.4% 57
2019
Q4 		$1.12M Buy
6,773
+590
+10% +$93.2K 0.46% 50
2019
Q3 		$937K Sell
6,183
-1,156
-16% -$177K 0.45% 50
2019
Q2 		$1.14M Buy
7,339
+1,328
+22% +$205K 0.62% 43
2019
Q1 		$920K Buy
6,011
+1,421
+31% +$214K 0.63% 41
2018
Q4 		$615K Buy
+4,590
New +$685K 0.55% 44

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Strategic Investment Advisors's IWM Position: Q2 2026 in Review

Strategic Investment Advisors increased its iShares Russell 2000 ETF (IWM) stake by 19% in Q2 2026, buying an estimated $28.1K and bringing the position to 618 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #325.

Strategic Investment Advisors first reported a position in IWM in Q4 2018 and has held it in 22 quarters since. The position peaked at $1.88M in Q3 2020. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Strategic Investment Advisors held 618 shares of iShares Russell 2000 ETF worth $186K as of Q2 2026.
  • Strategic Investment Advisors bought 100 iShares Russell 2000 ETF shares in Q2 2026, an estimated $28.1K.
  • iShares Russell 2000 ETF made up 0.01% of Strategic Investment Advisors's portfolio in Q2 2026, its #325 holding.
  • Strategic Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 22 quarters since.
  • Strategic Investment Advisors's iShares Russell 2000 ETF position peaked at $1.88M in Q3 2020.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.