Cresta Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Cresta 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	–	Sell	-346	Closed	-$85.2K	–	109
2025 Q4	$85.2K	Buy	+346	New	+$85.1K	0.04%	68

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Cresta Advisors's IWM Position: Q1 2026 in Review

Cresta Advisors sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 346 shares — an estimated $85.2K sold.

Cresta Advisors first reported a position in IWM in Q4 2025 and held it in 1 quarter. The position peaked at $85.2K in Q4 2025. 2,585 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Cresta Advisors reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Cresta Advisors sold 346 iShares Russell 2000 ETF shares in Q1 2026, an estimated $85.2K.
Cresta Advisors first reported a position in iShares Russell 2000 ETF in Q4 2025 and held it in 1 quarter.
Cresta Advisors's iShares Russell 2000 ETF position peaked at $85.2K in Q4 2025.
2,585 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Cresta Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.