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Alliance Wealth Advisors (Pennsylvania)’s iShares Russell 2000 ETF IWM Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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
Q2 		$206K Buy
+686
New +$193K 0.07% 165
2026
Q1 		– Sell
-886
Closed -$218K – 159
2025
Q4 		$218K Buy
886
+10
+1% +$2.46K 0.09% 150
2025
Q3 		$212K Buy
+876
New +$201K 0.1% 149

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s IWM Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 686 shares worth $206K. The stake represents 0.07% of the portfolio and ranks #165 among its holdings. This is a return to the name: Alliance Wealth Advisors (Pennsylvania) previously reported a position in IWM as recently as Q4 2025.

Alliance Wealth Advisors (Pennsylvania) first reported a position in IWM in Q3 2025 and has held it in 3 quarters since. The position peaked at $218K in Q4 2025. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 686 shares of iShares Russell 2000 ETF worth $206K as of Q2 2026.
  • iShares Russell 2000 ETF was a new Alliance Wealth Advisors (Pennsylvania) position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.07% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #165 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in iShares Russell 2000 ETF in Q3 2025 and has held it in 3 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s iShares Russell 2000 ETF position peaked at $218K in Q4 2025.
  • 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.