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CVA Family Office’s iShares Russell 2000 ETF IWM Stock Holding History

CVA Family Office’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 		$232K Hold
936
– – 0.02% 301
2025
Q4 		$230K Hold
936
– – 0.03% 277
2025
Q3 		$227K Buy
936
+1
+0.1% +$229 0.03% 270
2025
Q2 		$202K Hold
935
– – 0.03% 290
2025
Q1 		$186K Sell
935
-118
-11% -$25.6K 0.03% 287
2024
Q4 		$233K Buy
1,053
+1
+0.1% +$228 0.04% 249
2024
Q3 		$232K Buy
1,052
+1
+0.1% +$214 0.04% 233
2024
Q2 		$213K Buy
1,051
+1
+0.1% +$202 0.04% 229
2024
Q1 		$221K Hold
1,050
– – 0.04% 227
2023
Q4 		$211K Sell
1,050
-347
-25% -$62.2K 0.04% 230
2023
Q3 		$247K Hold
1,397
– – 0.06% 188
2023
Q2 		$262K Hold
1,397
– – 0.05% 184
2023
Q1 		$249K Buy
1,397
+1
+0.1% +$184 0.06% 190
2022
Q4 		$243K Buy
1,396
+3
+0.2% +$534 0.06% 175
2022
Q3 		$230K Hold
1,393
– – 0.06% 159
2022
Q2 		$236K Buy
1,393
+1
+0.1% +$184 0.06% 153
2022
Q1 		$286K Buy
1,392
+1
+0.1% +$204 0.07% 145
2021
Q4 		$310K Buy
1,391
+3
+0.2% +$678 0.08% 131
2021
Q3 		$208K Sell
1,388
-2
-0.1% -$443 0.15% 89
2021
Q2 		$319K Buy
1,390
+1
+0.1% +$225 0.09% 121
2021
Q1 		$307K Hold
1,389
– – 0.12% 106
2020
Q4 		$272K Buy
1,389
+1
+0.1% +$175 0.17% 89
2020
Q3 		$208K Buy
1,388
+1
+0.1% +$150 0.15% 89
2020
Q2 		$199K Buy
1,387
+2
+0.1% +$262 0.16% 84
2020
Q1 		$159K Hold
1,385
– – 0.16% 81
2019
Q4 		$229K Buy
+1,385
New +$219K 0.21% 72

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

CVA Family Office's IWM Position: Q1 2026 in Review

CVA Family Office held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 936 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #301.

CVA Family Office first reported a position in IWM in Q4 2019 and has held it in 26 quarters since. The position peaked at $319K in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • CVA Family Office held 936 shares of iShares Russell 2000 ETF worth $232K as of Q1 2026.
  • CVA Family Office left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 ETF made up 0.02% of CVA Family Office's portfolio in Q1 2026, its #301 holding.
  • CVA Family Office first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 26 quarters since.
  • CVA Family Office's iShares Russell 2000 ETF position peaked at $319K in Q2 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.