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Benchmark Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Benchmark Investment 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 		$355K Buy
+1,430
New +$369K 0.21% 63
2025
Q3 		$325K Buy
+1,344
New +$308K 0.19% 66
2025
Q1 		$675K Sell
3,383
-1,505
-31% -$326K 0.44% 55
2024
Q4 		$1.08M Buy
4,888
+2,888
+144% +$658K 0.7% 38
2024
Q3 		$442K Buy
+2,000
New +$428K 0.31% 61

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

Benchmark Investment Advisors's IWM Position: Q1 2026 in Review

Benchmark Investment Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2026: 1,430 shares worth $355K. The stake represents 0.21% of the portfolio and ranks #63 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in IWM as recently as Q3 2025.

Benchmark Investment Advisors first reported a position in IWM in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.08M in Q4 2024. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Benchmark Investment Advisors held 1,430 shares of iShares Russell 2000 ETF worth $355K as of Q1 2026.
  • iShares Russell 2000 ETF was a new Benchmark Investment Advisors position in Q1 2026.
  • iShares Russell 2000 ETF made up 0.21% of Benchmark Investment Advisors's portfolio in Q1 2026, its #63 holding.
  • Benchmark Investment Advisors first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 5 quarters since.
  • Benchmark Investment Advisors's iShares Russell 2000 ETF position peaked at $1.08M in Q4 2024.
  • 2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Benchmark Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.