CAG
IWM icon

Carroll Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History

Carroll Advisory 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 		– Sell
-1,000
Closed -$246K – 73
2025
Q4 		$246K Buy
+1,000
New +$246K 0.11% 64

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Carroll Advisory Group's IWM Position: Q1 2026 in Review

Carroll Advisory Group sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 1,000 shares — an estimated $246K sold.

Carroll Advisory Group first reported a position in IWM in Q4 2025 and held it in 1 quarter. The position peaked at $246K in Q4 2025. 2,590 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Carroll Advisory Group reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • Carroll Advisory Group sold 1,000 iShares Russell 2000 ETF shares in Q1 2026, an estimated $246K.
  • Carroll Advisory Group first reported a position in iShares Russell 2000 ETF in Q4 2025 and held it in 1 quarter.
  • Carroll Advisory Group's iShares Russell 2000 ETF position peaked at $246K in Q4 2025.
  • 2,590 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Carroll Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.