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

Concurrent 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
2025
Q4 		– Sell
-1,600
Closed -$387K – 1819
2025
Q3 		$387K Buy
1,600
+400
+33% +$91.8K 0.01% 1036
2025
Q2 		$259K Buy
1,200
+400
+50% +$80.5K 0.01% 1135
2025
Q1 		$160K Hold
800
– – ﹤0.01% 1156
2024
Q4 		$177K Buy
800
+200
+33% +$45.6K ﹤0.01% 1009
2024
Q3 		$133K Buy
600
+500
+500% +$107K ﹤0.01% 986
2024
Q2 		$20.3K Hold
100
– – ﹤0.01% 957
2024
Q1 		$21K Buy
+100
New +$19.9K ﹤0.01% 892

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

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

Concurrent Investment Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.04% in Q1 2026, buying an estimated $10.6K and bringing the position to 112,657 shares worth $27.9M. The position accounts for 0.3% of the portfolio, ranked #66.

Concurrent Investment Advisors first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Concurrent Investment Advisors held 112,657 shares of iShares Russell 2000 ETF worth $27.9M as of Q1 2026.
  • Concurrent Investment Advisors bought 41 iShares Russell 2000 ETF shares in Q1 2026, an estimated $10.6K.
  • iShares Russell 2000 ETF made up 0.3% of Concurrent Investment Advisors's portfolio in Q1 2026, its #66 holding.
  • Concurrent Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.