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

FSC 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 		$224K Sell
905
-5,857
-87% -$1.51M 4.29% 10
2025
Q4 		$1.66M Sell
6,762
-16,591
-71% -$4.08M 2.7% 13
2025
Q3 		$5.65M Buy
23,353
+838
+4% +$192K 3.26% 9
2025
Q2 		$4.86M Buy
22,515
+18,157
+417% +$3.65M 3.06% 9
2025
Q1 		$869K Buy
4,358
+738
+20% +$160K 0.57% 30
2024
Q4 		$800K Buy
3,620
+649
+22% +$148K 0.51% 30
2024
Q3 		$656K Buy
2,971
+472
+19% +$101K 0.47% 37
2024
Q2 		$507K Sell
2,499
-55,849
-96% -$11.3M 0.37% 37
2024
Q1 		$12.3M Buy
58,348
+57,176
+4,878% +$11.4M 8.64% 3
2023
Q4 		$235K Sell
1,172
-31,781
-96% -$5.69M 0.17% 45
2023
Q3 		$5.82M Sell
32,953
-16,039
-33% -$3.01M 6.04% 6
2023
Q2 		$9.17M Buy
48,992
+48,266
+6,648% +$8.61M 8.25% 5
2023
Q1 		$130K Buy
726
+612
+537% +$113K 0.2% 30
2022
Q4 		$19.9K Buy
114
+29
+34% +$5.16K 0.03% 86
2022
Q3 		$14K Buy
85
+19
+29% +$3.46K 0.13% 89
2022
Q2 		$11K Buy
66
+16
+32% +$2.95K 0.1% 99
2022
Q1 		$10K Buy
50
+34
+213% +$6.94K 0.01% 126
2021
Q4 		$4K Buy
+16
New +$3.62K ﹤0.01% 149

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

FSC Wealth Advisors's IWM Position: Q1 2026 in Review

FSC Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 87% in Q1 2026, selling an estimated $1.51M and leaving 905 shares worth $224K. The position accounts for 4.29% of the portfolio, ranked #10.

FSC Wealth Advisors first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. The position peaked at $12.3M in Q1 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • FSC Wealth Advisors held 905 shares of iShares Russell 2000 ETF worth $224K as of Q1 2026.
  • FSC Wealth Advisors sold 5,857 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.51M.
  • iShares Russell 2000 ETF made up 4.29% of FSC Wealth Advisors's portfolio in Q1 2026, its #10 holding.
  • FSC Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
  • FSC Wealth Advisors's iShares Russell 2000 ETF position peaked at $12.3M in Q1 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on FSC Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.