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

West Paces 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	$624K	Buy	2,077 +283	+16%	+$79.5K	0.1%	90
2026 Q1	$445K	Hold	1,794	–	–	0.09%	99
2025 Q4	$442K	Sell	1,794 -12	-0.7%	-$2.95K	0.09%	99
2025 Q3	$437K	Buy	1,806 +12	+0.7%	+$2.75K	0.09%	100
2025 Q2	$387K	Sell	1,794 -16	-0.9%	-$3.22K	0.08%	104
2025 Q1	$361K	Hold	1,810	–	–	0.08%	105
2024 Q4	$400K	Sell	1,810 -387	-18%	-$88.2K	0.1%	98
2024 Q3	$485K	Hold	2,197	–	–	0.12%	87
2024 Q2	$446K	Hold	2,197	–	–	0.12%	85
2024 Q1	$462K	Hold	2,197	–	–	0.12%	82
2023 Q4	$441K	Hold	2,197	–	–	0.12%	81
2023 Q3	$388K	Sell	2,197 -456	-17%	-$85.6K	0.12%	87
2023 Q2	$497K	Buy	2,653 +318	+14%	+$56.7K	0.15%	76
2023 Q1	$417K	Hold	2,335	–	–	0.13%	91
2022 Q4	$407K	Sell	2,335 -56	-2%	-$9.96K	0.13%	94
2022 Q3	$394K	Sell	2,391 -266	-10%	-$48.5K	0.14%	90
2022 Q2	$450K	Sell	2,657 -136	-5%	-$25.1K	0.15%	88
2022 Q1	$573K	Hold	2,793	–	–	0.18%	79
2021 Q4	$621K	Hold	2,793	–	–	0.19%	74
2021 Q3	$611K	Hold	2,793	–	–	0.21%	70
2021 Q2	$641K	Hold	2,793	–	–	0.24%	69
2021 Q1	$617K	Sell	2,793 -422	-13%	-$92.1K	0.25%	68
2020 Q4	$630K	Buy	3,215 +266	+9%	+$46.5K	0.28%	65
2020 Q3	$442K	Hold	2,949	–	–	0.23%	74
2020 Q2	$422K	Buy	2,949 +327	+12%	+$42.9K	0.23%	71
2020 Q1	$300K	Buy	2,622 +260	+11%	+$38.8K	0.19%	85
2019 Q4	$391K	Buy	2,362 +423	+22%	+$66.8K	0.21%	79
2019 Q3	$293K	Hold	1,939	–	–	0.18%	87
2019 Q2	$302K	Hold	1,939	–	–	0.19%	87
2019 Q1	$297K	Hold	1,939	–	–	0.21%	88
2018 Q4	$260K	Hold	1,939	–	–	0.2%	95
2018 Q3	$327K	Hold	1,939	–	–	0.24%	83
2018 Q2	$318K	Buy	1,939 +321	+20%	+$51.4K	0.24%	81
2018 Q1	$246K	Hold	1,618	–	–	0.18%	88
2017 Q4	$247K	Hold	1,618	–	–	0.18%	94
2017 Q3	$240K	Hold	1,618	–	–	0.18%	94
2017 Q2	$228K	Hold	1,618	–	–	0.18%	97
2017 Q1	$222K	Buy	1,618 +318	+24%	+$43.4K	0.18%	99
2016 Q4	$175K	Buy	+1,300	New	+$166K	0.16%	111

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

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

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

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

West Paces Advisors increased its iShares Russell 2000 ETF (IWM) stake by 16% in Q2 2026, buying an estimated $79.5K and bringing the position to 2,077 shares worth $624K. The position accounts for 0.1% of the portfolio, ranked #90.

West Paces Advisors first reported a position in IWM in Q4 2016 and has held it in 39 quarters since. The position peaked at $641K in Q2 2021. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

West Paces Advisors held 2,077 shares of iShares Russell 2000 ETF worth $624K as of Q2 2026.
West Paces Advisors bought 283 iShares Russell 2000 ETF shares in Q2 2026, an estimated $79.5K.
iShares Russell 2000 ETF made up 0.1% of West Paces Advisors's portfolio in Q2 2026, its #90 holding.
West Paces Advisors first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 39 quarters since.
West Paces Advisors's iShares Russell 2000 ETF position peaked at $641K in Q2 2021.
1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.