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

Financial Network Wealth 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	$35.5K	Hold	143	–	–	0.04%	318
2025 Q4	$35.2K	Hold	143	–	–	0.04%	316
2025 Q3	$34.6K	Hold	143	–	–	0.04%	312
2025 Q2	$30.9K	Hold	143	–	–	0.04%	316
2025 Q1	$28.5K	Buy	+143	New	+$31K	0.04%	306
2024 Q4	–	Sell	-143	Closed	-$31.6K	–	666
2024 Q3	$31.6K	Sell	143 -2	-1%	-$428	0.03%	326
2024 Q2	$29.4K	Buy	+145	New	+$29.3K	0.02%	361

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

Financial Network Wealth Advisors's IWM Position: Q1 2026 in Review

Financial Network Wealth Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 143 shares worth $35.5K. The position accounts for 0.04% of the portfolio, ranked #318.

Financial Network Wealth Advisors first reported a position in IWM in Q2 2024 and has held it in 7 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Financial Network Wealth Advisors held 143 shares of iShares Russell 2000 ETF worth $35.5K as of Q1 2026.
Financial Network Wealth Advisors left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.04% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #318 holding.
Financial Network Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 7 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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