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Ascent Group’s iShares Russell 2000 ETF IWM Stock Holding History

Ascent Group’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 		$8.19M Buy
33,014
+834
+3% +$215K 0.28% 79
2025
Q4 		$7.92M Sell
32,180
-1,547
-5% -$380K 0.27% 78
2025
Q3 		$8.16M Buy
33,727
+599
+2% +$137K 0.29% 76
2025
Q2 		$7.15M Buy
33,128
+20,008
+153% +$4.03M 0.28% 81
2025
Q1 		$2.62M Buy
+13,120
New +$2.85M 0.11% 191
2024
Q4 		– Sell
-1,148
Closed -$254K – 536
2024
Q3 		$254K Sell
1,148
-78
-6% -$16.7K 0.02% 477
2024
Q2 		$249K Buy
+1,226
New +$248K 0.02% 459
2023
Q2 		– Sell
-1,384
Closed -$247K – 475
2023
Q1 		$247K Buy
1,384
+44
+3% +$8.1K 0.03% 430
2022
Q4 		$234K Sell
1,340
-14,921
-92% -$2.65M 0.03% 431
2022
Q3 		$2.98M Sell
16,261
-7,660
-32% -$1.4M 0.36% 68
2022
Q2 		$4.48M Sell
23,921
-22,149
-48% -$4.08M 0.54% 38
2022
Q1 		$9.46M Sell
46,070
-25,840
-36% -$5.27M 1.1% 10
2021
Q4 		$14.2M Buy
+71,910
New +$16.2M 1.81% 3

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

Ascent Group's IWM Position: Q1 2026 in Review

Ascent Group increased its iShares Russell 2000 ETF (IWM) stake by 2.6% in Q1 2026, buying an estimated $215K and bringing the position to 33,014 shares worth $8.19M. The position accounts for 0.28% of the portfolio, ranked #79.

Ascent Group first reported a position in IWM in Q4 2021 and has held it in 13 quarters since. The position peaked at $14.2M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Ascent Group held 33,014 shares of iShares Russell 2000 ETF worth $8.19M as of Q1 2026.
  • Ascent Group bought 834 iShares Russell 2000 ETF shares in Q1 2026, an estimated $215K.
  • iShares Russell 2000 ETF made up 0.28% of Ascent Group's portfolio in Q1 2026, its #79 holding.
  • Ascent Group first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 13 quarters since.
  • Ascent Group's iShares Russell 2000 ETF position peaked at $14.2M in Q4 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.