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 Q2	$11.1K	Hold	37	–	–	0.01%	119
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Elevate Wealth Advisory's IWM Position: Q2 2026 in Review

Elevate Wealth Advisory held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 37 shares worth $11.1K. 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 10 quarters since. The position peaked at $83.3K in Q4 2024. 2,732 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Elevate Wealth Advisory held 37 shares of iShares Russell 2000 ETF worth $11.1K as of Q2 2026.
Elevate Wealth Advisory left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.01% of Elevate Wealth Advisory's portfolio in Q2 2026, its #119 holding.
Elevate Wealth Advisory first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
Elevate Wealth Advisory's iShares Russell 2000 ETF position peaked at $83.3K in Q4 2024.
2,732 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.