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Continuum Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

Continuum 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
Q1 		$4.12M Buy
16,618
+313
+2% +$80.7K 0.4% 59
2025
Q4 		$4.01M Buy
16,305
+359
+2% +$88.3K 0.4% 60
2025
Q3 		$3.86M Buy
15,946
+576
+4% +$132K 0.41% 62
2025
Q2 		$3.32M Buy
15,370
+2,527
+20% +$509K 0.4% 60
2025
Q1 		$2.56M Sell
12,843
-84
-0.6% -$18.2K 0.33% 75
2024
Q4 		$2.86M Buy
12,927
+22
+0.2% +$5.02K 0.37% 65
2024
Q3 		$2.99M Buy
12,905
+568
+5% +$122K 0.38% 59
2024
Q2 		$2.5M Buy
12,337
+47
+0.4% +$9.5K 0.36% 67
2024
Q1 		$2.53M Buy
12,290
+455
+4% +$90.8K 0.38% 64
2023
Q4 		$2.38M Sell
11,835
-2,672
-18% -$479K 0.34% 67
2023
Q3 		$2.56M Buy
14,507
+135
+0.9% +$25.3K 0.41% 56
2023
Q2 		$2.69M Buy
14,372
+236
+2% +$42.1K 0.43% 51
2023
Q1 		$2.52M Buy
14,136
+836
+6% +$154K 0.43% 57
2022
Q4 		$2.32M Sell
13,300
-638
-5% -$113K 0.42% 59
2022
Q3 		$2.3M Sell
13,938
-876
-6% -$160K 0.41% 51
2022
Q2 		$2.51M Buy
14,814
+60
+0.4% +$11.1K 0.46% 47
2022
Q1 		$2.73M Buy
14,754
+91
+0.6% +$18.6K 0.52% 41
2021
Q4 		$3.26M Sell
14,663
-89
-0.6% -$20.1K 0.73% 32
2021
Q3 		$3.23M Buy
14,752
+1,201
+9% +$266K 0.86% 28
2021
Q2 		$3.11M Buy
13,551
+3,568
+36% +$802K 0.97% 21
2021
Q1 		$2.24M Sell
9,983
-12
-0.1% -$2.62K 0.93% 28
2020
Q4 		$1.96M Buy
9,995
+449
+5% +$78.6K 0.89% 34
2020
Q3 		$1.45M Buy
9,546
+16
+0.2% +$2.41K 0.8% 37
2020
Q2 		$1.35M Buy
+9,530
New +$1.25M 0.85% 36

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

Continuum Advisory's IWM Position: Q1 2026 in Review

Continuum Advisory increased its iShares Russell 2000 ETF (IWM) stake by 1.9% in Q1 2026, buying an estimated $80.7K and bringing the position to 16,618 shares worth $4.12M. The position accounts for 0.4% of the portfolio, ranked #59.

Continuum Advisory first reported a position in IWM in Q2 2020 and has held it in 24 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Continuum Advisory held 16,618 shares of iShares Russell 2000 ETF worth $4.12M as of Q1 2026.
  • Continuum Advisory bought 313 iShares Russell 2000 ETF shares in Q1 2026, an estimated $80.7K.
  • iShares Russell 2000 ETF made up 0.4% of Continuum Advisory's portfolio in Q1 2026, its #59 holding.
  • Continuum Advisory first reported a position in iShares Russell 2000 ETF in Q2 2020 and has held it in 24 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.