Forvis Mazars Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Forvis Mazars 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	$2.64M	Sell	10,630 -82	-0.8%	-$21.2K	0.05%	130
2025 Q4	$2.64M	Sell	10,712 -383	-3%	-$94.2K	0.05%	134
2025 Q3	$2.68M	Sell	11,095 -829	-7%	-$190K	0.05%	132
2025 Q2	$2.57M	Buy	11,924 +620	+5%	+$125K	0.06%	139
2025 Q1	$2.26M	Sell	11,304 -895	-7%	-$194K	0.05%	141
2024 Q4	$2.7M	Buy	12,199 +319	+3%	+$72.7K	0.06%	138
2024 Q3	$2.62M	Buy	11,880 +89	+0.8%	+$19K	0.06%	148
2024 Q2	$2.39M	Sell	11,791 -140	-1%	-$28.3K	0.06%	143
2024 Q1	$2.51M	Sell	11,931 -980	-8%	-$195K	0.06%	142
2023 Q4	$2.59M	Sell	12,911 -241	-2%	-$43.2K	0.07%	134
2023 Q3	$2.32M	Sell	13,152 -187	-1%	-$35.1K	0.07%	136
2023 Q2	$2.5M	Sell	13,339 -1,239	-8%	-$221K	0.07%	150
2023 Q1	$2.6M	Sell	14,578 -442	-3%	-$81.4K	0.09%	127
2022 Q4	$2.62M	Buy	15,020 +266	+2%	+$47.3K	0.09%	121
2022 Q3	$2.43M	Sell	14,754 -452	-3%	-$82.4K	0.1%	121
2022 Q2	$2.58M	Buy	15,206 +173	+1%	+$31.9K	0.1%	108
2022 Q1	$3.09M	Sell	15,033 -553	-4%	-$113K	0.13%	85
2021 Q4	$3.47M	Sell	15,586 -237	-1%	-$53.6K	0.15%	77
2021 Q3	$3.46M	Buy	15,823 +242	+2%	+$53.6K	0.16%	68
2021 Q2	$3.57M	Sell	15,581 -1,006	-6%	-$226K	0.17%	63
2021 Q1	$3.67M	Sell	16,587 -329	-2%	-$71.8K	0.18%	59
2020 Q4	$3.32M	Sell	16,916 -681	-4%	-$119K	0.17%	67
2020 Q3	$2.64M	Sell	17,597 -1,300	-7%	-$196K	0.15%	70
2020 Q2	$2.71M	Buy	18,897 +285	+2%	+$37.4K	0.18%	65
2020 Q1	$2.13M	Sell	18,612 -585	-3%	-$87.2K	0.17%	64
2019 Q4	$3.18M	Buy	19,197 +704	+4%	+$111K	0.23%	56
2019 Q3	$2.8M	Sell	18,493 -139	-0.7%	-$21.2K	0.22%	64
2019 Q2	$2.9M	Sell	18,632 -858	-4%	-$132K	0.23%	58
2019 Q1	$2.98M	Buy	19,490 +921	+5%	+$138K	0.25%	59
2018 Q4	$2.49M	Sell	18,569 -1,941	-9%	-$290K	0.25%	54
2018 Q3	$3.46M	Sell	20,510 -445	-2%	-$75.1K	0.3%	43
2018 Q2	$3.43M	Buy	20,955 +300	+1%	+$48K	0.33%	43
2018 Q1	$3.14M	Sell	20,655 -1,525	-7%	-$236K	0.31%	43
2017 Q4	$3.38M	Sell	22,180 -178	-0.8%	-$26.7K	0.34%	40
2017 Q3	$3.31M	Sell	22,358 -879	-4%	-$124K	0.36%	34
2017 Q2	$3.27M	Sell	23,237 -1,311	-5%	-$181K	0.37%	36
2017 Q1	$3.38M	Sell	24,548 -1,817	-7%	-$248K	0.41%	32
2016 Q4	$3.56M	Buy	26,365 +972	+4%	+$124K	0.46%	31
2016 Q3	$3.15M	Sell	25,393 -2,180	-8%	-$265K	0.44%	31
2016 Q2	$3.17M	Sell	27,573 -3,946	-13%	-$445K	0.47%	32
2016 Q1	$3.49M	Sell	31,519 -8,355	-21%	-$865K	0.56%	27
2015 Q4	$4.49M	Sell	39,874 -3,360	-8%	-$388K	0.68%	20
2015 Q3	$4.72M	Sell	43,234 -12,439	-22%	-$1.47M	0.83%	16
2015 Q2	$6.95M	Sell	55,673 -3,315	-6%	-$414K	1.04%	17
2015 Q1	$7.34M	Sell	58,988 -2,607	-4%	-$314K	1.06%	17
2014 Q4	$7.37M	Sell	61,595 -705	-1%	-$80.6K	1.21%	16
2014 Q3	$6.81M	Sell	62,300 -10,289	-14%	-$1.18M	1.18%	17
2014 Q2	$8.62M	Sell	72,589 -15,920	-18%	-$1.81M	1.47%	14
2014 Q1	$10.3M	Sell	88,509 -15,003	-14%	-$1.73M	1.82%	13
2013 Q4	$11.9M	Sell	103,512 -7,127	-6%	-$787K	2.21%	12
2013 Q3	$11.8M	Buy	+110,639	New	+$11.4M	2.42%	11

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

Forvis Mazars Wealth Advisors's IWM Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.77% in Q1 2026, selling an estimated $21.2K and leaving 10,630 shares worth $2.64M. The position accounts for 0.05% of the portfolio, ranked #130.

Forvis Mazars Wealth Advisors first reported a position in IWM in Q3 2013 and has held it in 51 quarters since. The position peaked at $11.9M in Q4 2013. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Forvis Mazars Wealth Advisors held 10,630 shares of iShares Russell 2000 ETF worth $2.64M as of Q1 2026.
Forvis Mazars Wealth Advisors sold 82 iShares Russell 2000 ETF shares in Q1 2026, an estimated $21.2K.
iShares Russell 2000 ETF made up 0.05% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #130 holding.
Forvis Mazars Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q3 2013 and has held it in 51 quarters since.
Forvis Mazars Wealth Advisors's iShares Russell 2000 ETF position peaked at $11.9M in Q4 2013.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.