Gutierrez Wealth Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

Gutierrez Wealth Advisory’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 Q2	$480K	Buy	1,598 +94	+6%	+$26.4K	0.28%	44
2026 Q1	$373K	Buy	1,504 +2	+0.1%	+$516	0.23%	45
2025 Q4	$370K	Buy	1,502 +5	+0.3%	+$1.23K	0.23%	47
2025 Q3	$362K	Buy	1,497 +3	+0.2%	+$688	0.23%	44
2025 Q2	$322K	Buy	+1,494	New	+$301K	0.22%	45

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gutierrez Wealth Advisory's IWM Position: Q2 2026 in Review

Gutierrez Wealth Advisory increased its iShares Russell 2000 ETF (IWM) stake by 6.3% in Q2 2026, buying an estimated $26.4K and bringing the position to 1,598 shares worth $480K. The position accounts for 0.28% of the portfolio, ranked #44.

Gutierrez Wealth Advisory first reported a position in IWM in Q2 2025 and has held it in 5 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Gutierrez Wealth Advisory held 1,598 shares of iShares Russell 2000 ETF worth $480K as of Q2 2026.
Gutierrez Wealth Advisory bought 94 iShares Russell 2000 ETF shares in Q2 2026, an estimated $26.4K.
iShares Russell 2000 ETF made up 0.28% of Gutierrez Wealth Advisory's portfolio in Q2 2026, its #44 holding.
Gutierrez Wealth Advisory first reported a position in iShares Russell 2000 ETF in Q2 2025 and has held it in 5 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.