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Helen Stephens Group’s iShares Russell 2000 ETF IWM Stock Holding History

Helen Stephens Group’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 		– Sell
-964
Closed -$237K – 128
2025
Q4 		$237K Buy
+964
New +$237K 0.05% 107

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Helen Stephens Group's IWM Position: Q1 2026 in Review

Helen Stephens Group sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 964 shares — an estimated $237K sold.

Helen Stephens Group first reported a position in IWM in Q4 2025 and held it in 1 quarter. The position peaked at $237K in Q4 2025. 2,591 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Helen Stephens Group reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • Helen Stephens Group sold 964 iShares Russell 2000 ETF shares in Q1 2026, an estimated $237K.
  • Helen Stephens Group first reported a position in iShares Russell 2000 ETF in Q4 2025 and held it in 1 quarter.
  • Helen Stephens Group's iShares Russell 2000 ETF position peaked at $237K in Q4 2025.
  • 2,591 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Helen Stephens Group's 13F filing for Q1 2026, filed 1 Apr 2026.