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Advisor OS’s iShares Russell 2000 ETF IWM Stock Holding History

Advisor OS’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 		$2.33M Buy
9,391
+608
+7% +$157K 0.17% 91
2025
Q4 		$2.16M Buy
8,783
+19
+0.2% +$4.67K 0.17% 92
2025
Q3 		$2.12M Sell
8,764
-420
-5% -$96.4K 0.18% 79
2025
Q2 		$1.98M Sell
9,184
-481
-5% -$96.8K 0.2% 74
2025
Q1 		$1.93M Buy
9,665
+1,001
+12% +$217K 0.22% 66
2024
Q4 		$1.91M Sell
8,664
-20
-0.2% -$4.56K 0.22% 70
2024
Q3 		$1.92M Sell
8,684
-86
-1% -$18.4K 0.19% 96
2024
Q2 		$1.78M Buy
8,770
+17
+0.2% +$3.44K 0.19% 94
2024
Q1 		$1.84M Sell
8,753
-102
-1% -$20.3K 0.21% 89
2023
Q4 		$1.78M Buy
8,855
+81
+0.9% +$14.5K 0.23% 78
2023
Q3 		$1.55M Buy
8,774
+2
+0% +$375 0.23% 80
2023
Q2 		$1.64M Buy
8,772
+114
+1% +$20.3K 0.27% 72
2023
Q1 		$1.54M Buy
8,658
+229
+3% +$42.2K 0.37% 67
2022
Q4 		$1.47M Buy
8,429
+27
+0.3% +$4.8K 0.39% 61
2022
Q3 		$1.39M Buy
8,402
+28
+0.3% +$5.11K 0.42% 50
2022
Q2 		$1.42M Buy
8,374
+16
+0.2% +$2.95K 0.41% 51
2022
Q1 		$1.72M Buy
8,358
+15
+0.2% +$3.06K 0.5% 43
2021
Q4 		$1.86M Buy
8,343
+17
+0.2% +$3.84K 0.38% 65
2021
Q3 		$1.82M Buy
8,326
+17
+0.2% +$3.77K 0.4% 58
2021
Q2 		$1.91M Buy
8,309
+8
+0.1% +$1.8K 0.4% 48
2021
Q1 		$1.83M Buy
+8,301
New +$1.81M 0.42% 43
2020
Q3 		– Sell
-2,800
Closed -$401K – 126
2020
Q2 		$401K Buy
+2,800
New +$367K 0.24% 87

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

Advisor OS's IWM Position: Q1 2026 in Review

Advisor OS increased its iShares Russell 2000 ETF (IWM) stake by 6.9% in Q1 2026, buying an estimated $157K and bringing the position to 9,391 shares worth $2.33M. The position accounts for 0.17% of the portfolio, ranked #91.

Advisor OS first reported a position in IWM in Q2 2020 and has held it in 22 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Advisor OS held 9,391 shares of iShares Russell 2000 ETF worth $2.33M as of Q1 2026.
  • Advisor OS bought 608 iShares Russell 2000 ETF shares in Q1 2026, an estimated $157K.
  • iShares Russell 2000 ETF made up 0.17% of Advisor OS's portfolio in Q1 2026, its #91 holding.
  • Advisor OS first reported a position in iShares Russell 2000 ETF in Q2 2020 and has held it in 22 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.