Carrera Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Carrera Capital 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	$574K	Sell	2,314 -46	-2%	-$11.9K	0.09%	108
2025 Q4	$581K	Sell	2,360 -2	-0.1%	-$492	0.1%	96
2025 Q3	$572K	Sell	2,362 -6,893	-74%	-$1.58M	0.1%	86
2025 Q2	$2M	Buy	9,255 +125	+1%	+$25.2K	0.4%	47
2025 Q1	$1.82M	Sell	9,130 -30,491	-77%	-$6.61M	0.4%	51
2024 Q4	$8.75M	Buy	39,621 +2,172	+6%	+$495K	2.05%	7
2024 Q3	$8.27M	Sell	37,449 -23,239	-38%	-$4.97M	2.02%	8
2024 Q2	$12.3M	Buy	+60,688	New	+$12.3M	4.02%	6

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

Carrera Capital Advisors's IWM Position: Q1 2026 in Review

Carrera Capital Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 1.9% in Q1 2026, selling an estimated $11.9K and leaving 2,314 shares worth $574K. The position accounts for 0.09% of the portfolio, ranked #108.

Carrera Capital Advisors first reported a position in IWM in Q2 2024 and has held it in 8 quarters since. The position peaked at $12.3M in Q2 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Carrera Capital Advisors held 2,314 shares of iShares Russell 2000 ETF worth $574K as of Q1 2026.
Carrera Capital Advisors sold 46 iShares Russell 2000 ETF shares in Q1 2026, an estimated $11.9K.
iShares Russell 2000 ETF made up 0.09% of Carrera Capital Advisors's portfolio in Q1 2026, its #108 holding.
Carrera Capital Advisors first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 8 quarters since.
Carrera Capital Advisors's iShares Russell 2000 ETF position peaked at $12.3M in Q2 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Carrera Capital Advisors's 13F filing for Q1 2026, filed 4 May 2026.