iShares Trust - iShares Russell 2000 ETF
US ˙ ARCA ˙ US4642876555

SecurityIWM / iShares Trust - iShares Russell 2000 ETF
InstitutionCertified Advisory Corp
Latest Disclosed Ownership3,004 shares
Latest Disclosed Value $ 745,109
Certified Advisory Corp reports 2.00% increase in ownership of IWM / iShares Trust - iShares Russell 2000 ETF

On April 17, 2026 - Certified Advisory Corp filed a 13F-HR form disclosing ownership of 3,004 shares of iShares Trust - iShares Russell 2000 ETF (US:IWM) valued at $744,992 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 2,945 shares of iShares Trust - iShares Russell 2000 ETF. This represents a change in shares of 2.00% during the quarter. The current value of the position is $864,161 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-17 2026-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 3,004 59 2.00 745 2.90 0.0668
2026-01-12 2025-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 2,945 -11 -0.37 725 1.26 0.0661
2025-11-13 2025-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 2,956 0 0.00 715 12.24 0.0679
2025-08-14 2025-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 2,956 11 0.37 638 8.52 0.0663
2025-05-08 2025-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 2,945 -70 -2.32 587 -11.86 0.0665
2025-01-15 2024-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 3,015 24 0.80 666 0.91 0.0723
2024-11-12 2024-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 2,991 0 0.00 661 8.91 0.0732
2024-08-13 2024-06-30 13F ISHARES RUSSELL 2000 ETF ETF 464287655 2,991 0 0.00 607 -3.66 0.0761
2024-05-10 2024-03-31 13F ISHARES RUSSELL 2000 ETF ETF 464287655 2,991 70 2.40 629 7.34 0.0878
2024-02-09 2023-12-31 13F ISHARES RUSSELL 2000 ETF ETF 464287655 2,921 -1,795 -38.06 586 -29.65 0.0889
2023-11-13 2023-09-30 13F ISHARES RUSSELL 2000 ETF ETF 464287655 4,716 2,372 101.19 834 89.75 0.1533
2023-08-14 2023-06-30 13F ISHARES RUSSELL 2000 ETF ETF 464287655 2,344 -8,039 -77.42 439 -76.30 0.0807
2023-05-17 2023-03-31 13F/A-1 ISHARES RUSSELL 2000 ETF ETF 464287655 10,383 651 6.69 1,852 9.20 0.3293
2023-05-15 2023-03-31 13F ISHARES RUSSELL 2000 ETF ETF 464287655 10,383 651 1,852 0.3292
2023-02-15 2022-12-31 13F ISHARES RUSSELL 2000 ETF ETF 464287655 9,732 115 1.20 1,697 6.94 0.3354
2022-11-14 2022-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 9,617 289 3.10 1,586 0.38 0.3619
2022-08-15 2022-06-30 13F ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 9,328 -1,432 -13.31 1,580 -28.47 0.3522
2022-05-13 2022-03-31 13F ISHARES RUSSELL 2000 ETF ETF 464287655 10,760 -11,993 -52.71 2,209 -56.35 0.4694
2022-02-14 2021-12-31 13F ISHARES RUSSELL 2000 ETF ETF 464287655 22,753 466 2.09 5,061 3.82 1.1164
2021-11-15 2021-09-30 13F ISHARES RUSSELL 2000 ETF ETF 464287655 22,287 1,832 8.96 4,875 3.90 1.1844
2021-08-16 2021-06-30 13F ISHARES RUSSELL 2000 ETF ETF 464287655 20,455 2,282 12.56 4,692 16.86 1.1794
2021-05-10 2021-03-31 13F ISHARES RUSSELL 2000 ETF ETF 464287655 18,173 2,866 18.72 4,015 83.17 1.0409
2020-07-27 2020-06-30 13F ISHARES RUSSELL 2000 ETF ETF 464287655 15,307 1,010 7.06 2,192 33.99 0.7250
2020-04-27 2020-03-31 13F ISHARES RUSSELL 2000 ETF ETF 464287655 14,297 7,295 104.18 1,636 41.03 0.6466
2020-01-29 2019-12-31 13F ISHARES RUSSELL 2000 ETF ETF 464287655 7,002 2,841 68.28 1,160 84.13 0.3708
2019-11-12 2019-09-30 13F ISHARES RUSSELL 2000 ETF ETF 464287655 4,161 -75 -1.77 630 -4.40 0.2189
2019-08-07 2019-06-30 13F ISHARES RUSSELL 2000 ETF ETF 464287655 4,236 -101 -2.33 659 -0.75 0.2450
2019-05-07 2019-03-31 13F ISHARES RUSSELL 2000 ETF ETF 464287655 4,337 328 8.18 664 23.65 0.2789
2019-02-04 2018-12-31 13F ISHARES RUSSELL 2000 ETF ETF 464287655 4,009 -119 -2.88 537 -22.84 0.2786
2018-11-13 2018-09-30 13F ISHARES RUSSELL 2000 ETF ETF 464287655 4,128 405 10.88 696 14.10 0.3219
2018-08-13 2018-06-30 13F ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 3,723 476 14.66 610 23.73 0.3392
2018-04-30 2018-03-31 13F ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 3,247 1,323 68.76 493 68.26 0.2922
2018-02-22 2017-12-31 13F ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 1,924 1,924 293 0.2106
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.