Consilio Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Consilio Wealth 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	$2.22M	Buy	8,948 +10	+0.1%	+$2.58K	0.65%	27
2025 Q4	$2.2M	Buy	8,938 +19	+0.2%	+$4.67K	0.64%	26
2025 Q3	$2.16M	Sell	8,919 -58	-0.6%	-$13.3K	0.71%	23
2025 Q2	$1.93M	Buy	+8,977	New	+$1.81M	0.69%	22
2022 Q3	–	Sell	-25,404	Closed	-$4.3M	–	46
2022 Q2	$4.3M	Buy	25,404 +1,878	+8%	+$346K	3.48%	10
2022 Q1	$4.83M	Buy	+23,526	New	+$4.8M	3.8%	8

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

Consilio Wealth Advisors's IWM Position: Q1 2026 in Review

Consilio Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.11% in Q1 2026, buying an estimated $2.58K and bringing the position to 8,948 shares worth $2.22M. The position accounts for 0.65% of the portfolio, ranked #27.

Consilio Wealth Advisors first reported a position in IWM in Q1 2022 and has held it in 6 quarters since. The position peaked at $4.83M in Q1 2022. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Consilio Wealth Advisors held 8,948 shares of iShares Russell 2000 ETF worth $2.22M as of Q1 2026.
Consilio Wealth Advisors bought 10 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.58K.
iShares Russell 2000 ETF made up 0.65% of Consilio Wealth Advisors's portfolio in Q1 2026, its #27 holding.
Consilio Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 6 quarters since.
Consilio Wealth Advisors's iShares Russell 2000 ETF position peaked at $4.83M in Q1 2022.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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