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Dana Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Dana Investment 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 		$866K Sell
3,490
-211
-6% -$54.4K 0.03% 423
2025
Q4 		$911K Buy
3,701
+1,138
+44% +$280K 0.03% 401
2025
Q3 		$620K Sell
2,563
-80
-3% -$18.4K 0.02% 445
2025
Q2 		$570K Sell
2,643
-260
-9% -$52.3K 0.02% 441
2025
Q1 		$579K Sell
2,903
-336
-10% -$72.9K 0.02% 428
2024
Q4 		$716K Buy
3,239
+500
+18% +$114K 0.02% 423
2024
Q3 		$605K Sell
2,739
-87
-3% -$18.6K 0.02% 432
2024
Q2 		$573K Sell
2,826
-39
-1% -$7.88K 0.02% 425
2024
Q1 		$603K Sell
2,865
-1,373
-32% -$274K 0.02% 418
2023
Q4 		$851K Buy
4,238
+1,133
+36% +$203K 0.04% 269
2023
Q3 		$549K Hold
3,105
– – 0.03% 296
2023
Q2 		$582K Sell
3,105
-53
-2% -$9.45K 0.03% 296
2023
Q1 		$563K Sell
3,158
-1,541
-33% -$284K 0.03% 298
2022
Q4 		$819K Buy
4,699
+2,621
+126% +$466K 0.04% 255
2022
Q3 		$343K Sell
2,078
-131
-6% -$23.9K 0.02% 349
2022
Q2 		$374K Sell
2,209
-2,624
-54% -$484K 0.02% 355
2022
Q1 		$992K Sell
4,833
-1,391
-22% -$284K 0.05% 217
2021
Q4 		$1.38M Sell
6,224
-1,866
-23% -$422K 0.06% 192
2021
Q3 		$1.77M Buy
8,090
+196
+2% +$43.5K 0.08% 147
2021
Q2 		$1.81M Buy
7,894
+401
+5% +$90.2K 0.08% 147
2021
Q1 		$1.66M Buy
7,493
+3,353
+81% +$732K 0.08% 166
2020
Q4 		$812K Buy
4,140
+1,666
+67% +$292K 0.04% 221
2020
Q3 		$371K Buy
+2,474
New +$372K 0.02% 242
2020
Q1 		– Sell
-1,493
Closed -$247K – 293
2019
Q4 		$247K Buy
+1,493
New +$236K 0.01% 272
2019
Q1 		– Sell
-7,474
Closed -$1M – 290
2018
Q4 		$1M Buy
+7,474
New +$1.12M 0.05% 203
2018
Q1 		– Sell
-6,629
Closed -$1.01M – 280
2017
Q4 		$1.01M Buy
+6,629
New +$996K 0.04% 208
2015
Q1 		– Sell
-3,770
Closed -$451K – 277
2014
Q4 		$451K Buy
+3,770
New +$431K 0.02% 231

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

Dana Investment Advisors's IWM Position: Q1 2026 in Review

Dana Investment Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 5.7% in Q1 2026, selling an estimated $54.4K and leaving 3,490 shares worth $866K. The position accounts for 0.03% of the portfolio, ranked #423.

Dana Investment Advisors first reported a position in IWM in Q4 2014 and has held it in 27 quarters since. The position peaked at $1.81M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Dana Investment Advisors held 3,490 shares of iShares Russell 2000 ETF worth $866K as of Q1 2026.
  • Dana Investment Advisors sold 211 iShares Russell 2000 ETF shares in Q1 2026, an estimated $54.4K.
  • iShares Russell 2000 ETF made up 0.03% of Dana Investment Advisors's portfolio in Q1 2026, its #423 holding.
  • Dana Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 27 quarters since.
  • Dana Investment Advisors's iShares Russell 2000 ETF position peaked at $1.81M in Q2 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.