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Braun Stacey Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Braun Stacey Associates’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 		– Sell
-817
Closed -$201K – 115
2025
Q4 		$201K Buy
+817
New +$201K 0.01% 113

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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

Braun Stacey Associates's IWM Position: Q1 2026 in Review

Braun Stacey Associates sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 817 shares — an estimated $201K sold.

Braun Stacey Associates first reported a position in IWM in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Braun Stacey Associates reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • Braun Stacey Associates sold 817 iShares Russell 2000 ETF shares in Q1 2026, an estimated $201K.
  • Braun Stacey Associates first reported a position in iShares Russell 2000 ETF in Q4 2025 and held it in 1 quarter.
  • Braun Stacey Associates's iShares Russell 2000 ETF position peaked at $201K in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Braun Stacey Associates's 13F filing for Q1 2026, filed 22 Apr 2026.