Dougherty Wealth Advisers’s iShares Russell 2000 ETF IWM Stock Holding History

Dougherty Wealth Advisers’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	$426K	Hold	1,716	–	–	0.27%	32
2025 Q4	$422K	Buy	1,716 +1,539	+869%	+$378K	0.24%	31
2025 Q3	$42.9K	Hold	177	–	–	0.03%	87
2025 Q2	$38.2K	Hold	177	–	–	0.03%	90
2025 Q1	$35.4K	Hold	177	–	–	0.03%	90
2024 Q4	$39.2K	Hold	177	–	–	0.03%	89
2024 Q3	$39.1K	Hold	177	–	–	0.03%	86
2024 Q2	$36K	Hold	177	–	–	0.03%	87
2024 Q1	$37.3K	Sell	177 -46	-21%	-$9.18K	0.03%	88
2023 Q4	$44.8K	Hold	223	–	–	0.04%	83
2023 Q3	$39.4K	Hold	223	–	–	0.05%	83
2023 Q2	$41.8K	Hold	223	–	–	0.06%	85
2023 Q1	$39.8K	Hold	223	–	–	0.06%	88
2022 Q4	$38.9K	Hold	223	–	–	0.06%	93
2022 Q3	$37K	Hold	223	–	–	0.07%	89
2022 Q2	$38K	Hold	223	–	–	0.07%	92
2022 Q1	$46K	Hold	223	–	–	0.07%	94
2021 Q4	$50K	Hold	223	–	–	0.07%	98
2021 Q3	$49K	Buy	+223	New	+$49.4K	0.07%	97
2019 Q3	–	Sell	-29	Closed	-$5K	–	201
2019 Q2	$5K	Hold	29	–	–	0.01%	216
2019 Q1	$4K	Hold	29	–	–	0.01%	189
2018 Q4	$4K	Buy	+29	New	+$4.33K	0.01%	201

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

Dougherty Wealth Advisers's IWM Position: Q1 2026 in Review

Dougherty Wealth Advisers held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,716 shares worth $426K. The position accounts for 0.27% of the portfolio, ranked #32.

Dougherty Wealth Advisers first reported a position in IWM in Q4 2018 and has held it in 22 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Dougherty Wealth Advisers held 1,716 shares of iShares Russell 2000 ETF worth $426K as of Q1 2026.
Dougherty Wealth Advisers left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.27% of Dougherty Wealth Advisers's portfolio in Q1 2026, its #32 holding.
Dougherty Wealth Advisers first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 22 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.