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Abundance Wealth Counselors’s iShares Russell 2000 ETF IWM Stock Holding History

Abundance Wealth Counselors’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
Q1 		$4.41M Buy
17,784
+2,501
+16% +$645K 0.63% 21
2025
Q4 		$3.76M Sell
15,283
-2,293
-13% -$564K 0.64% 24
2025
Q3 		$4.25M Sell
17,576
-1,878
-10% -$431K 0.73% 23
2025
Q2 		$4.2M Sell
19,454
-1,074
-5% -$216K 0.79% 21
2025
Q1 		$4.09M Sell
20,528
-1,349
-6% -$293K 0.86% 20
2024
Q4 		$4.83M Buy
21,877
+270
+1% +$61.6K 1.05% 16
2024
Q3 		$4.77M Buy
+21,607
New +$4.62M 0.99% 15
2024
Q2 		– Sell
-25,284
Closed -$5.32M – 105
2024
Q1 		$5.32M Sell
25,284
-154
-0.6% -$30.7K 1.22% 14
2023
Q4 		$5.11M Sell
25,438
-966
-4% -$173K 1.33% 13
2023
Q3 		$4.67M Buy
+26,404
New +$4.96M 1.33% 12
2023
Q2 		– Sell
-27,455
Closed -$4.9M – 103
2023
Q1 		$4.9M Sell
27,455
-601
-2% -$111K 1.24% 12
2022
Q4 		$4.89M Sell
28,056
-451
-2% -$80.2K 1.33% 12
2022
Q3 		$4.7M Sell
28,507
-344
-1% -$62.7K 1.34% 11
2022
Q2 		$4.89M Sell
28,851
-2,531
-8% -$467K 1.32% 11
2022
Q1 		$6.44M Sell
31,382
-768
-2% -$157K 1.75% 10
2021
Q4 		$7.15M Buy
+32,150
New +$7.26M 1.83% 10
2021
Q3 		– Sell
-33,184
Closed -$7.61M – 79
2021
Q2 		$7.61M Sell
33,184
-1,897
-5% -$427K 1.97% 7
2021
Q1 		$7.75M Sell
35,081
-1,929
-5% -$421K 1.93% 9
2020
Q4 		$7.26M Sell
37,010
-1,185
-3% -$207K 1.82% 10
2020
Q3 		$5.72M Sell
38,195
-1,614
-4% -$243K 1.65% 11
2020
Q2 		$5.7M Buy
39,809
+9,722
+32% +$1.28M 1.73% 11
2020
Q1 		$3.44M Sell
30,087
-610
-2% -$90.9K 1.19% 11
2019
Q4 		$5.09M Sell
30,697
-255
-0.8% -$40.3K 1.42% 12
2019
Q3 		$4.68M Sell
30,952
-50
-0.2% -$7.63K 1.43% 11
2019
Q2 		$4.82M Sell
31,002
-355
-1% -$54.7K 1.5% 10
2019
Q1 		$4.8M Sell
31,357
-486
-2% -$73K 1.58% 10
2018
Q4 		$4.26M Buy
+31,843
New +$4.75M 1.57% 10

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Abundance Wealth Counselors's IWM Position: Q1 2026 in Review

Abundance Wealth Counselors increased its iShares Russell 2000 ETF (IWM) stake by 16% in Q1 2026, buying an estimated $645K and bringing the position to 17,784 shares worth $4.41M. The position accounts for 0.63% of the portfolio, ranked #21.

Abundance Wealth Counselors first reported a position in IWM in Q4 2018 and has held it in 27 quarters since. The position peaked at $7.75M in Q1 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Abundance Wealth Counselors held 17,784 shares of iShares Russell 2000 ETF worth $4.41M as of Q1 2026.
  • Abundance Wealth Counselors bought 2,501 iShares Russell 2000 ETF shares in Q1 2026, an estimated $645K.
  • iShares Russell 2000 ETF made up 0.63% of Abundance Wealth Counselors's portfolio in Q1 2026, its #21 holding.
  • Abundance Wealth Counselors first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 27 quarters since.
  • Abundance Wealth Counselors's iShares Russell 2000 ETF position peaked at $7.75M in Q1 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.