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Glen Eagle Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Glen Eagle 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 		$2.23M Sell
8,999
-34
-0.4% -$8.77K 0.31% 57
2025
Q4 		$2.22M Sell
9,033
-145
-2% -$35.6K 0.3% 63
2025
Q3 		$2.22M Sell
9,178
-72
-0.8% -$16.5K 0.31% 57
2025
Q2 		$2M Sell
9,250
-81
-0.9% -$16.3K 0.31% 62
2025
Q1 		$1.86M Buy
9,331
+1
+0% +$217 0.31% 59
2024
Q4 		$2.06M Buy
9,330
+19
+0.2% +$4.33K 0.34% 62
2024
Q3 		$2.06M Buy
9,311
+300
+3% +$64.2K 0.35% 61
2024
Q2 		$1.83M Sell
9,011
-29
-0.3% -$5.86K 0.33% 61
2024
Q1 		$1.9M Sell
9,040
-204
-2% -$40.7K 0.36% 60
2023
Q4 		$1.86M Buy
9,244
+138
+2% +$24.7K 0.39% 55
2023
Q3 		$1.61M Sell
9,106
-140
-2% -$26.3K 0.37% 59
2023
Q2 		$1.73M Sell
9,246
-69
-0.7% -$12.3K 0.4% 56
2023
Q1 		$1.66M Buy
9,315
+92
+1% +$16.9K 0.42% 52
2022
Q4 		$1.61M Sell
9,223
-169
-2% -$30.1K 0.44% 50
2022
Q3 		$1.55M Sell
9,392
-55
-0.6% -$10K 0.45% 48
2022
Q2 		$1.6M Sell
9,447
-169
-2% -$31.2K 0.43% 52
2022
Q1 		$1.97M Buy
9,616
+37
+0.4% +$7.55K 0.52% 49
2021
Q4 		$2.13M Buy
9,579
+232
+2% +$52.4K 0.55% 41
2021
Q3 		$2.04M Buy
9,347
+60
+0.6% +$13.3K 0.59% 41
2021
Q2 		$2.13M Buy
9,287
+165
+2% +$37.1K 0.66% 37
2021
Q1 		$2.02M Buy
9,122
+126
+1% +$27.5K 0.7% 35
2020
Q4 		$1.76M Buy
8,996
+205
+2% +$35.9K 0.69% 35
2020
Q3 		$1.32M Buy
8,791
+120
+1% +$18.1K 0.59% 40
2020
Q2 		$1.24M Sell
8,671
-1,858
-18% -$244K 0.64% 36
2020
Q1 		$1.21M Sell
10,529
-2,476
-19% -$369K 0.85% 29
2019
Q4 		$2.15M Buy
13,005
+541
+4% +$85.5K 1.15% 17
2019
Q3 		$1.89M Sell
12,464
-416
-3% -$63.5K 1.25% 18
2019
Q2 		$2M Buy
12,880
+52
+0.4% +$8.02K 1.37% 15
2019
Q1 		$1.96M Sell
12,828
-134
-1% -$20.1K 1.43% 15
2018
Q4 		$1.73M Buy
12,962
+336
+3% +$50.1K 1.46% 14
2018
Q3 		$2.13M Buy
12,626
+1,419
+13% +$240K 1.52% 15
2018
Q2 		$1.84M Buy
11,207
+252
+2% +$40.3K 1.44% 14
2018
Q1 		$1.66M Buy
10,955
+5
+0% +$772 1.37% 16
2017
Q4 		$1.67M Buy
10,950
+280
+3% +$42.1K 1.45% 12
2017
Q3 		$1.58M Sell
10,670
-10,120
-49% -$1.42M 1.48% 12
2017
Q2 		$2.93M Buy
20,790
+30
+0.1% +$4.15K 2.34% 6
2017
Q1 		$2.85M Sell
20,760
-200
-1% -$27.3K 2.45% 5
2016
Q4 		$2.83M Buy
+20,960
New +$2.68M 2.55% 5

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

Glen Eagle Advisors's IWM Position: Q1 2026 in Review

Glen Eagle Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.38% in Q1 2026, selling an estimated $8.77K and leaving 8,999 shares worth $2.23M. The position accounts for 0.31% of the portfolio, ranked #57.

Glen Eagle Advisors first reported a position in IWM in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.93M in Q2 2017. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Glen Eagle Advisors held 8,999 shares of iShares Russell 2000 ETF worth $2.23M as of Q1 2026.
  • Glen Eagle Advisors sold 34 iShares Russell 2000 ETF shares in Q1 2026, an estimated $8.77K.
  • iShares Russell 2000 ETF made up 0.31% of Glen Eagle Advisors's portfolio in Q1 2026, its #57 holding.
  • Glen Eagle Advisors first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 38 quarters since.
  • Glen Eagle Advisors's iShares Russell 2000 ETF position peaked at $2.93M in Q2 2017.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.