Addison Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Addison 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 Q1	$127K	Buy	513 +99	+24%	+$25.5K	0.03%	285
2025 Q4	$102K	Buy	+414	New	+$102K	0.02%	312
2025 Q2	–	Sell	-45	Closed	-$8.98K	–	903
2025 Q1	$8.98K	Buy	+45	New	+$9.76K	﹤0.01%	601
2023 Q2	–	Sell	-30	Closed	-$5.35K	–	644
2023 Q1	$5.35K	Buy	30 +5	+20%	+$921	﹤0.01%	505
2022 Q4	$4.36K	Buy	+25	New	+$4.45K	﹤0.01%	513

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Addison Advisors's IWM Position: Q1 2026 in Review

Addison Advisors increased its iShares Russell 2000 ETF (IWM) stake by 24% in Q1 2026, buying an estimated $25.5K and bringing the position to 513 shares worth $127K. The position accounts for 0.03% of the portfolio, ranked #285.

Addison Advisors first reported a position in IWM in Q4 2022 and has held it in 5 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Addison Advisors held 513 shares of iShares Russell 2000 ETF worth $127K as of Q1 2026.
Addison Advisors bought 99 iShares Russell 2000 ETF shares in Q1 2026, an estimated $25.5K.
iShares Russell 2000 ETF made up 0.03% of Addison Advisors's portfolio in Q1 2026, its #285 holding.
Addison Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 5 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.