Cora Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Cora Capital 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	$242K	Hold	974	–	–	0.08%	115
2025 Q4	$240K	Buy	974 +70	+8%	+$17.2K	0.09%	106
2025 Q3	$219K	Buy	+904	New	+$207K	0.09%	103
2024 Q2	–	Sell	-953	Closed	-$200K	–	98
2024 Q1	$200K	Buy	+953	New	+$190K	0.11%	90
2023 Q3	–	Sell	-1,327	Closed	-$249K	–	93
2023 Q2	$249K	Buy	1,327 +84	+7%	+$15K	0.17%	77
2023 Q1	$222K	Sell	1,243 -440	-26%	-$81K	0.17%	83
2022 Q4	$293K	Buy	+1,683	New	+$299K	0.2%	57

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

Cora Capital Advisors's IWM Position: Q1 2026 in Review

Cora Capital Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 974 shares worth $242K. The position accounts for 0.08% of the portfolio, ranked #115.

Cora Capital Advisors first reported a position in IWM in Q4 2022 and has held it in 7 quarters since. The position peaked at $293K in Q4 2022. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Cora Capital Advisors held 974 shares of iShares Russell 2000 ETF worth $242K as of Q1 2026.
Cora Capital Advisors left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.08% of Cora Capital Advisors's portfolio in Q1 2026, its #115 holding.
Cora Capital Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 7 quarters since.
Cora Capital Advisors's iShares Russell 2000 ETF position peaked at $293K in Q4 2022.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Cora Capital Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.