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E&G Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

E&G 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 		$5.53M Buy
22,296
+461
+2% +$119K 1.23% 15
2025
Q4 		$5.37M Sell
21,835
-107
-0.5% -$26.3K 1.2% 16
2025
Q3 		$5.31M Sell
21,942
-180
-0.8% -$41.3K 1.24% 17
2025
Q2 		$4.77M Buy
22,122
+310
+1% +$62.4K 1.24% 17
2025
Q1 		$4.35M Buy
21,812
+188
+0.9% +$40.8K 1.23% 19
2024
Q4 		$4.78M Buy
21,624
+1,899
+10% +$433K 1.3% 16
2024
Q3 		$4.36M Buy
19,725
+3,859
+24% +$826K 1.21% 17
2024
Q2 		$3.22M Buy
15,866
+591
+4% +$119K 0.95% 20
2024
Q1 		$3.21M Buy
15,275
+3,933
+35% +$785K 1.01% 20
2023
Q4 		$2.28M Buy
11,342
+6,081
+116% +$1.09M 0.81% 24
2023
Q3 		$930K Buy
5,261
+38
+0.7% +$7.13K 0.34% 70
2023
Q2 		$978K Buy
5,223
+755
+17% +$135K 0.34% 68
2023
Q1 		$797K Sell
4,468
-1,020
-19% -$188K 0.3% 80
2022
Q4 		$957K Sell
5,488
-217
-4% -$38.6K 0.36% 70
2022
Q3 		$941K Sell
5,705
-165
-3% -$30.1K 0.35% 65
2022
Q2 		$994K Sell
5,870
-2,480
-30% -$457K 0.34% 67
2022
Q1 		$1.71M Sell
8,350
-165
-2% -$33.7K 0.47% 42
2021
Q4 		$1.89M Buy
8,515
+2,118
+33% +$479K 0.47% 44
2021
Q3 		$1.4M Buy
+6,397
New +$1.42M 0.38% 58
2021
Q2 		– Sell
-2,942
Closed -$661K – 55
2021
Q1 		$650K Buy
2,942
+750
+34% +$164K 0.19% 103
2020
Q4 		$430K Buy
+2,192
New +$384K 0.13% 128

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

E&G Advisors's IWM Position: Q1 2026 in Review

E&G Advisors increased its iShares Russell 2000 ETF (IWM) stake by 2.1% in Q1 2026, buying an estimated $119K and bringing the position to 22,296 shares worth $5.53M. The position accounts for 1.23% of the portfolio, ranked #15.

E&G Advisors first reported a position in IWM in Q4 2020 and has held it in 21 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • E&G Advisors held 22,296 shares of iShares Russell 2000 ETF worth $5.53M as of Q1 2026.
  • E&G Advisors bought 461 iShares Russell 2000 ETF shares in Q1 2026, an estimated $119K.
  • iShares Russell 2000 ETF made up 1.23% of E&G Advisors's portfolio in Q1 2026, its #15 holding.
  • E&G Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 21 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on E&G Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.