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

YHB 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 		$7.76M Sell
25,841
-302
-1% -$84.9K 0.5% 57
2026
Q1 		$6.48M Sell
26,143
-583
-2% -$150K 0.46% 61
2025
Q4 		$6.58M Buy
26,726
+545
+2% +$134K 0.45% 59
2025
Q3 		$6.33M Buy
26,181
+237
+0.9% +$54.4K 0.46% 59
2025
Q2 		$5.6M Buy
25,944
+1,711
+7% +$344K 0.43% 61
2025
Q1 		$4.83M Buy
24,233
+186
+0.8% +$40.3K 0.4% 67
2024
Q4 		$5.31M Sell
24,047
-259
-1% -$59.1K 0.44% 57
2024
Q3 		$5.37M Sell
24,306
-38
-0.2% -$8.13K 0.44% 55
2024
Q2 		$4.94M Buy
24,344
+30
+0.1% +$6.06K 0.43% 57
2024
Q1 		$5.11M Sell
24,314
-529
-2% -$106K 0.45% 56
2023
Q4 		$4.99M Sell
24,843
-4,360
-15% -$781K 0.48% 54
2023
Q3 		$5.16M Sell
29,203
-7
-0% -$1.31K 0.48% 60
2023
Q2 		$5.47M Sell
29,210
-1,062
-4% -$189K 0.51% 54
2023
Q1 		$5.4M Sell
30,272
-340
-1% -$62.6K 0.54% 52
2022
Q4 		$5.34M Buy
30,612
+51
+0.2% +$9.07K 0.57% 50
2022
Q3 		$5.04M Sell
30,561
-532
-2% -$97K 0.56% 51
2022
Q2 		$5.27M Buy
31,093
+50
+0.2% +$9.22K 0.56% 54
2022
Q1 		$6.37M Buy
31,043
+222
+0.7% +$45.3K 0.56% 48
2021
Q4 		$6.86M Buy
30,821
+90
+0.3% +$20.3K 0.54% 51
2021
Q3 		$6.72M Buy
30,731
+216
+0.7% +$47.9K 0.58% 47
2021
Q2 		$7M Sell
30,515
-537
-2% -$121K 0.6% 48
2021
Q1 		$6.98M Sell
31,052
-432
-1% -$94.3K 0.6% 46
2020
Q4 		$6.17M Sell
31,484
-261
-0.8% -$45.7K 0.59% 47
2020
Q3 		$4.75M Buy
+31,745
New +$4.78M 0.52% 57

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
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
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
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

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

YHB Investment Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 1.2% in Q2 2026, selling an estimated $84.9K and leaving 25,841 shares worth $7.76M. The position accounts for 0.5% of the portfolio, ranked #57.

YHB Investment Advisors first reported a position in IWM in Q3 2020 and has held it in 24 quarters since. 938 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • YHB Investment Advisors held 25,841 shares of iShares Russell 2000 ETF worth $7.76M as of Q2 2026.
  • YHB Investment Advisors sold 302 iShares Russell 2000 ETF shares in Q2 2026, an estimated $84.9K.
  • iShares Russell 2000 ETF made up 0.5% of YHB Investment Advisors's portfolio in Q2 2026, its #57 holding.
  • YHB Investment Advisors first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 24 quarters since.
  • 938 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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