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

West 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
Q2 		$150K Hold
498
– – 0.02% 74
2026
Q1 		$124K Hold
498
– – 0.02% 71
2025
Q4 		$123K Sell
498
-12
-2% -$2.95K 0.02% 73
2025
Q3 		$123K Sell
510
-11
-2% -$2.52K 0.02% 75
2025
Q2 		$112K Sell
521
-231
-31% -$46.5K 0.02% 74
2025
Q1 		$150K Sell
752
-53
-7% -$11.5K 0.03% 68
2024
Q4 		$178K Buy
805
+180
+29% +$41K 0.03% 62
2024
Q3 		$138K Buy
625
+520
+495% +$111K 0.03% 64
2024
Q2 		$21.3K Buy
+105
New +$21.2K ﹤0.01% 104
2023
Q4 		– Sell
-434
Closed -$76.7K – 182
2023
Q3 		$76.7K Hold
434
– – 0.02% 70
2023
Q2 		$81.3K Buy
434
+28
+7% +$4.99K 0.02% 68
2023
Q1 		$72.4K Buy
406
+63
+18% +$11.6K 0.02% 72
2022
Q4 		$59.8K Hold
343
– – 0.02% 71
2022
Q3 		$57K Hold
343
– – 0.02% 94
2022
Q2 		$58K Hold
343
– – 0.02% 92
2022
Q1 		$70K Hold
343
– – 0.02% 92
2021
Q4 		$76K Hold
343
– – 0.02% 97
2021
Q3 		$75K Buy
343
+10
+3% +$2.22K 0.02% 87
2021
Q2 		$76K Hold
333
– – 0.02% 81
2021
Q1 		$74K Hold
333
– – 0.02% 82
2020
Q4 		$65K Buy
+333
New +$58.3K 0.02% 84

Other funds holding IWM

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
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

West Financial Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 498 shares worth $150K. The position accounts for 0.02% of the portfolio, ranked #74.

West Financial Advisors first reported a position in IWM in Q4 2020 and has held it in 21 quarters since. The position peaked at $178K in Q4 2024. 742 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • West Financial Advisors held 498 shares of iShares Russell 2000 ETF worth $150K as of Q2 2026.
  • West Financial Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.02% of West Financial Advisors's portfolio in Q2 2026, its #74 holding.
  • West Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 21 quarters since.
  • West Financial Advisors's iShares Russell 2000 ETF position peaked at $178K in Q4 2024.
  • 742 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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