Consilium Wealth Advisory
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Consilium Wealth Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

Consilium Wealth Advisory’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
Q3 		$468K Sell
1,684
-400
-19% -$117K 0.14% 75
2026
Q2 		$626K Hold
2,084
– – 0.19% 68
2026
Q1 		$517K Sell
2,084
-20,282
-91% -$5.23M 0.18% 71
2025
Q4 		$5.51M Buy
22,366
+4,294
+24% +$1.06M 2.03% 14
2025
Q3 		$4.37M Buy
18,072
+1,619
+10% +$371K 1.69% 19
2025
Q2 		$3.55M Buy
+16,453
New +$3.31M 1.5% 18

Other funds holding IWM

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Consilium Wealth Advisory's IWM Position: Q3 2026 in Review

Consilium Wealth Advisory reduced its iShares Russell 2000 ETF (IWM) stake by 19% in Q3 2026, selling an estimated $117K and leaving 1,684 shares worth $468K. The position accounts for 0.14% of the portfolio, ranked #75.

Consilium Wealth Advisory first reported a position in IWM in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.51M in Q4 2025. 1,889 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Consilium Wealth Advisory held 1,684 shares of iShares Russell 2000 ETF worth $468K as of Q3 2026.
  • Consilium Wealth Advisory sold 400 iShares Russell 2000 ETF shares in Q3 2026, an estimated $117K.
  • iShares Russell 2000 ETF made up 0.14% of Consilium Wealth Advisory's portfolio in Q3 2026, its #75 holding.
  • Consilium Wealth Advisory first reported a position in iShares Russell 2000 ETF in Q2 2025 and has held it in 6 quarters since.
  • Consilium Wealth Advisory's iShares Russell 2000 ETF position peaked at $5.51M in Q4 2025.
  • 1,889 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.