Evernest Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Evernest Financial 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	$1.92M	Buy	6,914 +1	+0%	+$258	0.4%	37
2025 Q4	$1.85M	Sell	6,913 -2,799	-29%	-$688K	0.39%	39
2025 Q3	$2.35M	Buy	9,712 +1	+0%	+$229	0.66%	33
2025 Q2	$2.1M	Buy	9,711 +3,246	+50%	+$653K	0.68%	31
2025 Q1	$1.29M	Buy	6,465 +1	+0%	+$217	0.46%	47
2024 Q4	$1.43M	Sell	6,464 -311	-5%	-$70.9K	0.37%	48
2024 Q3	$1.5M	Buy	6,775 +2,784	+70%	+$596K	0.4%	40
2024 Q2	$810K	Sell	3,991 -55	-1%	-$11.1K	0.36%	61
2024 Q1	$781K	Buy	+4,046	New	+$807K	0.37%	59

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

Evernest Financial Advisors's IWM Position: Q1 2026 in Review

Evernest Financial Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.01% in Q1 2026, buying an estimated $258 and bringing the position to 6,914 shares worth $1.92M. The position accounts for 0.4% of the portfolio, ranked #37.

Evernest Financial Advisors first reported a position in IWM in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.35M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Evernest Financial Advisors held 6,914 shares of iShares Russell 2000 ETF worth $1.92M as of Q1 2026.
Evernest Financial Advisors bought 1 iShares Russell 2000 ETF share in Q1 2026, an estimated $258.
iShares Russell 2000 ETF made up 0.4% of Evernest Financial Advisors's portfolio in Q1 2026, its #37 holding.
Evernest Financial Advisors first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 9 quarters since.
Evernest Financial Advisors's iShares Russell 2000 ETF position peaked at $2.35M in Q3 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.