BBA
IWM icon

BLB&B Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

BLB&B 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 		$244K Sell
983
-87
-8% -$22.4K 0.01% 255
2025
Q4 		$263K Buy
+1,070
New +$263K 0.01% 248
2022
Q2 		– Sell
-974
Closed -$200K – 249
2022
Q1 		$200K Buy
+974
New +$199K 0.01% 245

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

BLB&B Advisors's IWM Position: Q1 2026 in Review

BLB&B Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 8.1% in Q1 2026, selling an estimated $22.4K and leaving 983 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #255.

BLB&B Advisors first reported a position in IWM in Q1 2022 and has held it in 3 quarters since. The position peaked at $263K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • BLB&B Advisors held 983 shares of iShares Russell 2000 ETF worth $244K as of Q1 2026.
  • BLB&B Advisors sold 87 iShares Russell 2000 ETF shares in Q1 2026, an estimated $22.4K.
  • iShares Russell 2000 ETF made up 0.01% of BLB&B Advisors's portfolio in Q1 2026, its #255 holding.
  • BLB&B Advisors first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 3 quarters since.
  • BLB&B Advisors's iShares Russell 2000 ETF position peaked at $263K in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on BLB&B Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.