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

Financial Engines 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 		$6.89M Sell
27,768
-1,292
-4% -$333K 0.01% 118
2025
Q4 		$7.15M Sell
29,060
-1,106
-4% -$272K 0.01% 124
2025
Q3 		$7.3M Sell
30,166
-48
-0.2% -$11K 0.01% 119
2025
Q2 		$6.52M Buy
30,214
+1,060
+4% +$213K 0.01% 121
2025
Q1 		$5.82M Sell
29,154
-2,101
-7% -$456K 0.01% 121
2024
Q4 		$6.91M Sell
31,255
-3,712
-11% -$846K 0.01% 115
2024
Q3 		$7.72M Buy
34,967
+141
+0.4% +$30.2K 0.02% 97
2024
Q2 		$7.07M Buy
34,826
+765
+2% +$155K 0.02% 98
2024
Q1 		$7.16M Sell
34,061
-5,939
-15% -$1.18M 0.02% 91
2023
Q4 		$8.03M Buy
40,000
+21,768
+119% +$3.9M 0.02% 84
2023
Q3 		$3.24M Sell
18,232
-1,099
-6% -$206K 0.01% 102
2023
Q2 		$3.62M Sell
19,331
-7,753
-29% -$1.38M 0.01% 102
2023
Q1 		$4.83M Sell
27,084
-4,165
-13% -$767K 0.01% 92
2022
Q4 		$5.45M Buy
31,249
+15,565
+99% +$2.77M 0.02% 93
2022
Q3 		$2.59M Sell
15,684
-550
-3% -$100K 0.01% 109
2022
Q2 		$2.75M Buy
16,234
+7,725
+91% +$1.42M 0.01% 105
2022
Q1 		$1.75M Buy
8,509
+5,761
+210% +$1.18M ﹤0.01% 125
2021
Q4 		$611K Sell
2,748
-1,939
-41% -$438K ﹤0.01% 143
2021
Q3 		$1.02M Sell
4,687
-169
-3% -$37.5K ﹤0.01% 112
2021
Q2 		$1.11M Buy
4,856
+214
+5% +$48.1K ﹤0.01% 92
2021
Q1 		$1.03M Sell
4,642
-67
-1% -$14.6K ﹤0.01% 114
2020
Q4 		$923K Buy
4,709
+208
+5% +$36.4K ﹤0.01% 116
2020
Q3 		$674K Sell
4,501
-79
-2% -$11.9K ﹤0.01% 139
2020
Q2 		$656K Sell
4,580
-6,999
-60% -$918K ﹤0.01% 120
2020
Q1 		$1.33M Buy
+11,579
New +$1.73M 0.01% 95

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

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

Financial Engines Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 4.4% in Q1 2026, selling an estimated $333K and leaving 27,768 shares worth $6.89M. The position accounts for 0.01% of the portfolio, ranked #118.

Financial Engines Advisors first reported a position in IWM in Q1 2020 and has held it in 25 quarters since. The position peaked at $8.03M in Q4 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Financial Engines Advisors held 27,768 shares of iShares Russell 2000 ETF worth $6.89M as of Q1 2026.
  • Financial Engines Advisors sold 1,292 iShares Russell 2000 ETF shares in Q1 2026, an estimated $333K.
  • iShares Russell 2000 ETF made up 0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #118 holding.
  • Financial Engines Advisors first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 25 quarters since.
  • Financial Engines Advisors's iShares Russell 2000 ETF position peaked at $8.03M in Q4 2023.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.