AmeriServ Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

AmeriServ Wealth 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	$1.58M	Sell	6,388 -589	-8%	-$152K	1.01%	11
2025 Q4	$1.72M	Sell	6,977 -477	-6%	-$117K	1%	11
2025 Q3	$1.8M	Sell	7,454 -22,967	-75%	-$5.27M	0.91%	13
2025 Q2	$6.56M	Buy	+30,421	New	+$6.12M	3.24%	8
2025 Q1	–	Sell	-4,598	Closed	-$1.02M	–	67
2024 Q4	$1.02M	Buy	+4,598	New	+$1.05M	0.55%	24
2014 Q1	–	Sell	-4,290	Closed	-$495K	–	154
2013 Q4	$495K	Hold	4,290	–	–	0.3%	100
2013 Q3	$457K	Hold	4,290	–	–	0.29%	105
2013 Q2	$416K	Buy	+4,290	New	+$410K	0.27%	108

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

AmeriServ Wealth Advisors's IWM Position: Q1 2026 in Review

AmeriServ Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 8.4% in Q1 2026, selling an estimated $152K and leaving 6,388 shares worth $1.58M. The position accounts for 1.01% of the portfolio, ranked #11.

AmeriServ Wealth Advisors first reported a position in IWM in Q2 2013 and has held it in 8 quarters since. The position peaked at $6.56M in Q2 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

AmeriServ Wealth Advisors held 6,388 shares of iShares Russell 2000 ETF worth $1.58M as of Q1 2026.
AmeriServ Wealth Advisors sold 589 iShares Russell 2000 ETF shares in Q1 2026, an estimated $152K.
iShares Russell 2000 ETF made up 1.01% of AmeriServ Wealth Advisors's portfolio in Q1 2026, its #11 holding.
AmeriServ Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 8 quarters since.
AmeriServ Wealth Advisors's iShares Russell 2000 ETF position peaked at $6.56M in Q2 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.