INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV IWM holdings history
ISHARES RUSSELL 2000 ETF · CUSIP 464287655 · CIK 867926
As of 2026-06-30, INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV reported 26.24K IWM (shares), valued at $7.88M, or 2.74% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares increased 1.88%; reported value increased 24.34%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.74% | 26,244 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 2.60% | 25,760 | SEC filing ↗Filed Apr 27, 2026 |
| Q4 2025 | 3.51% | 34,533 | SEC filing ↗Filed Feb 4, 2026 |
| Q3 2025 | 2.56% | 24,824 | SEC filing ↗Filed Oct 23, 2025 |
| Q2 2025 | 2.40% | 23,991 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 2.98% | 29,520 | SEC filing ↗Filed Apr 29, 2025 |
| Q4 2024 | 2.62% | 24,286 | SEC filing ↗Filed Feb 3, 2025 |
| Q3 2024 | 2.46% | 23,574 | SEC filing ↗Filed Oct 29, 2024 |
| Q2 2024 | 3.97% | 40,223 | SEC filing ↗Filed Jul 29, 2024 |
| Q1 2024 | 2.20% | 22,290 | SEC filing ↗Filed Apr 22, 2024 |
| Q4 2023 | 0.42% | 4,106 | SEC filing ↗Filed Jan 31, 2024 |
| Q3 2023 | 2.02% | 20,339 | SEC filing ↗Filed Nov 9, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.02% | 20,339 | $3.66M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 9, 2023 |
| Q4 2023 | 0.42% | 4,106 | $824.04K | Shares decreased 79.81%; reported value decreased 77.46%, and weight changed -1.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2024 |
| Q1 2024 | 2.20% | 22,290 | $4.69M | Shares increased 442.86%; reported value increased 468.85%, and weight changed +1.78 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2024 |
| Q2 2024 | 3.97% | 40,223 | $8.16M | Shares increased 80.45%; reported value increased 74.10%, and weight changed +1.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2024 |
| Q3 2024 | 2.46% | 23,574 | $5.21M | Shares decreased 41.39%; reported value decreased 36.19%, and weight changed -1.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2024 |
| Q4 2024 | 2.62% | 24,286 | $5.36M | Shares increased 3.02%; reported value increased 3.02%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2025 |
| Q1 2025 | 2.98% | 29,520 | $5.89M | Shares increased 21.55%; reported value increased 9.78%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2025 |
| Q2 2025 | 2.40% | 23,991 | $5.18M | Shares decreased 18.73%; reported value decreased 12.09%, and weight changed -0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 2.56% | 24,824 | $6.01M | Shares increased 3.47%; reported value increased 16.02%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2025 |
| Q4 2025 | 3.51% | 34,533 | $8.50M | Shares increased 39.11%; reported value increased 41.53%, and weight changed +0.95 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2026 |
| Q1 2026 | 2.60% | 25,760 | $6.34M | Shares decreased 25.40%; reported value decreased 25.40%, and weight changed -0.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 27, 2026 |
| Q2 2026 | 2.74% | 26,244 | $7.88M | Shares increased 1.88%; reported value increased 24.34%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2026 |
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This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.