Advisory Solutions Group, LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Advisory Solutions Group, LLC’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	$2.03M	Buy	+6,756	New	+$1.9M	0.69%	40

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Advisory Solutions Group, LLC's IWM Position: Q2 2026 in Review

Advisory Solutions Group, LLC opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 6,756 shares worth $2.03M. The stake represents 0.69% of the portfolio and ranks #40 among its holdings.

1,208 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Advisory Solutions Group, LLC held 6,756 shares of iShares Russell 2000 ETF worth $2.03M as of Q2 2026.
iShares Russell 2000 ETF was a new Advisory Solutions Group, LLC position in Q2 2026.
iShares Russell 2000 ETF made up 0.69% of Advisory Solutions Group, LLC's portfolio in Q2 2026, its #40 holding.
1,208 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Advisory Solutions Group, LLC's 13F filing for Q2 2026, filed 29 Jul 2026.