Valeo Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Valeo Financial 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 Q1	–	Sell	-500	Closed	-$123K	–	831
2025 Q4	$123K	Buy	+500	New	+$123K	﹤0.01%	784
2024 Q3	–	Sell	-12,900	Closed	-$2.62K	–	721
2024 Q2	$2.62K	Buy	12,900 +12,500	+3,125%	+$2.53M	﹤0.01%	657
2024 Q1	$79	Hold	400	–	–	﹤0.01%	656
2023 Q4	$80	Buy	+400	New	+$71.7K	﹤0.01%	651
2022 Q2	–	Sell	-8,300	Closed	-$1.42M	–	579
2022 Q1	$1.42M	Buy	8,300 +6,300	+315%	+$1.29M	0.07%	158
2021 Q4	$444K	Buy	+2,000	New	+$452K	0.02%	332
2021 Q2	–	Sell	-16,000	Closed	-$3.54M	–	1166
2021 Q1	$3.54M	Buy	+16,000	New	+$3.49M	0.16%	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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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

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

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Valeo Financial Advisors's IWM Position: Q2 2026 in Review

Valeo Financial Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 2.6% in Q2 2026, selling an estimated $759K and leaving 100,339 shares worth $30.1M. The position accounts for 0.64% of the portfolio, ranked #29.

Valeo Financial Advisors first reported a position in IWM in Q3 2017 and has held it in 36 quarters since. The position peaked at $50.6M in Q1 2021. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Valeo Financial Advisors held 100,339 shares of iShares Russell 2000 ETF worth $30.1M as of Q2 2026.
Valeo Financial Advisors sold 2,700 iShares Russell 2000 ETF shares in Q2 2026, an estimated $759K.
iShares Russell 2000 ETF made up 0.64% of Valeo Financial Advisors's portfolio in Q2 2026, its #29 holding.
Valeo Financial Advisors first reported a position in iShares Russell 2000 ETF in Q3 2017 and has held it in 36 quarters since.
Valeo Financial Advisors's iShares Russell 2000 ETF position peaked at $50.6M in Q1 2021.
936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.