Elevatus Welath Management’s iShares Russell 2000 ETF IWM Stock Holding History

Elevatus Welath Management’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	$336K	Hold	1,118	–	–	0.08%	166
2026 Q1	$277K	Buy	1,118 +110	+11%	+$28.4K	0.15%	109
2025 Q4	$248K	Hold	1,008	–	–	0.07%	137
2025 Q3	$244K	Buy	+1,008	New	+$231K	0.07%	114
2025 Q1	–	Sell	-1,636	Closed	-$361K	–	112
2024 Q4	$361K	Sell	1,636 -34	-2%	-$7.75K	0.12%	72
2024 Q3	$369K	Buy	1,670 +162	+11%	+$34.7K	0.12%	66
2024 Q2	$306K	Hold	1,508	–	–	0.11%	79
2024 Q1	$317K	Hold	1,508	–	–	0.13%	69
2023 Q4	$303K	Buy	+1,508	New	+$270K	0.14%	70

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

Elevatus Welath Management's IWM Position: Q2 2026 in Review

Elevatus Welath Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,118 shares worth $336K. The position accounts for 0.08% of the portfolio, ranked #166.

Elevatus Welath Management first reported a position in IWM in Q4 2023 and has held it in 9 quarters since. The position peaked at $369K in Q3 2024. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Elevatus Welath Management held 1,118 shares of iShares Russell 2000 ETF worth $336K as of Q2 2026.
Elevatus Welath Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.08% of Elevatus Welath Management's portfolio in Q2 2026, its #166 holding.
Elevatus Welath Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 9 quarters since.
Elevatus Welath Management's iShares Russell 2000 ETF position peaked at $369K in Q3 2024.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.