Delos Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Delos Wealth 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	$2.78M	Buy	11,198 +1,924	+21%	+$496K	1.59%	25
2025 Q4	$2.28M	Buy	9,274 +321	+4%	+$78.9K	1.51%	30
2025 Q3	$2.17M	Buy	8,953 +1,562	+21%	+$358K	1.46%	30
2025 Q2	$1.59M	Sell	7,391 -442	-6%	-$88.9K	1.24%	31
2025 Q1	$1.56M	Buy	7,833 +133	+2%	+$28.9K	1.24%	31
2024 Q4	$1.7M	Buy	7,700 +1,560	+25%	+$356K	1.36%	29
2024 Q3	$1.36M	Buy	6,140 +797	+15%	+$171K	1.18%	32
2024 Q2	$1.08M	Buy	5,343 +1,666	+45%	+$337K	1.05%	33
2024 Q1	$773K	Buy	+3,677	New	+$734K	0.87%	34
2021 Q3	–	Sell	-5	Closed	-$1K	–	236
2021 Q2	$1K	Buy	+5	New	+$1.12K	﹤0.01%	167

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

Delos Wealth Advisors's IWM Position: Q1 2026 in Review

Delos Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 21% in Q1 2026, buying an estimated $496K and bringing the position to 11,198 shares worth $2.78M. The position accounts for 1.59% of the portfolio, ranked #25.

Delos Wealth Advisors first reported a position in IWM in Q2 2021 and has held it in 10 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Delos Wealth Advisors held 11,198 shares of iShares Russell 2000 ETF worth $2.78M as of Q1 2026.
Delos Wealth Advisors bought 1,924 iShares Russell 2000 ETF shares in Q1 2026, an estimated $496K.
iShares Russell 2000 ETF made up 1.59% of Delos Wealth Advisors's portfolio in Q1 2026, its #25 holding.
Delos Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 10 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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