Elevate Wealth Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

Elevate Wealth Advisory’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	$9.18K	Hold	37	–	–	0.01%	119
2025 Q4	$9.11K	Hold	37	–	–	0.01%	114
2025 Q3	$8.95K	Buy	+37	New	+$8.49K	0.01%	113
2025 Q2	–	Sell	-378	Closed	-$75.4K	–	138
2025 Q1	$75.4K	Buy	378 +1	+0.3%	+$217	0.05%	90
2024 Q4	$83.3K	Buy	377 +1	+0.3%	+$228	0.06%	77
2024 Q3	$83K	Buy	376 +1	+0.3%	+$214	0.06%	82
2024 Q2	$76K	Buy	375 +1	+0.3%	+$202	0.06%	76
2024 Q1	$78.6K	Buy	374 +1	+0.3%	+$199	0.07%	74
2023 Q4	$74.8K	Buy	+373	New	+$66.8K	0.07%	75

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

Elevate Wealth Advisory's IWM Position: Q1 2026 in Review

Elevate Wealth Advisory held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 37 shares worth $9.18K. The position accounts for 0.01% of the portfolio, ranked #119.

Elevate Wealth Advisory first reported a position in IWM in Q4 2023 and has held it in 9 quarters since. The position peaked at $83.3K in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Elevate Wealth Advisory held 37 shares of iShares Russell 2000 ETF worth $9.18K as of Q1 2026.
Elevate Wealth Advisory left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.01% of Elevate Wealth Advisory's portfolio in Q1 2026, its #119 holding.
Elevate Wealth Advisory first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 9 quarters since.
Elevate Wealth Advisory's iShares Russell 2000 ETF position peaked at $83.3K in Q4 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.