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Diversify Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

Diversify Advisory Services’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
2025
Q2 		– Sell
-50,000
Closed -$3.5K – 849
2025
Q1 		$3.5K Buy
+50,000
New +$10.8M ﹤0.01% 632

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

Diversify Advisory Services's IWM Position: Q1 2026 in Review

Diversify Advisory Services sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 105,860 shares — an estimated $28.1M sold.

Diversify Advisory Services first reported a position in IWM in Q1 2024 and held it in 8 quarters. The position peaked at $28.1M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Diversify Advisory Services reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 105,860 iShares Russell 2000 ETF shares in Q1 2026, an estimated $28.1M.
  • Diversify Advisory Services first reported a position in iShares Russell 2000 ETF in Q1 2024 and held it in 8 quarters.
  • Diversify Advisory Services's iShares Russell 2000 ETF position peaked at $28.1M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.