High Net Worth Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History

High Net Worth Advisory 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	$348K	Hold	1,403	–	–	0.08%	179
2025 Q4	$345K	Sell	1,403 -115	-8%	-$28.3K	0.08%	174
2025 Q3	$367K	Sell	1,518 -5	-0.3%	-$1.15K	0.09%	166
2025 Q2	$329K	Buy	1,523 +115	+8%	+$23.1K	0.09%	168
2025 Q1	$281K	Hold	1,408	–	–	0.08%	177
2024 Q4	$311K	Sell	1,408 -315	-18%	-$71.8K	0.09%	169
2024 Q3	$381K	Sell	1,723 -230	-12%	-$49.2K	0.1%	151
2024 Q2	$396K	Hold	1,953	–	–	0.12%	137
2024 Q1	$411K	Hold	1,953	–	–	0.13%	131
2023 Q4	$392K	Hold	1,953	–	–	0.15%	127
2023 Q3	$345K	Hold	1,953	–	–	0.14%	126
2023 Q2	$366K	Hold	1,953	–	–	0.14%	127
2023 Q1	$348K	Sell	1,953 -2	-0.1%	-$368	0.14%	135
2022 Q4	$341K	Sell	1,955 -1	-0.1%	-$178	0.13%	135
2022 Q3	$323K	Sell	1,956 -1	-0.1%	-$182	0.14%	134
2022 Q2	$331K	Sell	1,957 -10	-0.5%	-$1.84K	0.14%	135
2022 Q1	$404K	Sell	1,967 -534	-21%	-$109K	0.15%	129
2021 Q4	$556K	Buy	+2,501	New	+$565K	0.19%	103

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

High Net Worth Advisory Group's IWM Position: Q1 2026 in Review

High Net Worth Advisory Group held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,403 shares worth $348K. The position accounts for 0.08% of the portfolio, ranked #179.

High Net Worth Advisory Group first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. The position peaked at $556K in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

High Net Worth Advisory Group held 1,403 shares of iShares Russell 2000 ETF worth $348K as of Q1 2026.
High Net Worth Advisory Group left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.08% of High Net Worth Advisory Group's portfolio in Q1 2026, its #179 holding.
High Net Worth Advisory Group first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
High Net Worth Advisory Group's iShares Russell 2000 ETF position peaked at $556K in Q4 2021.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.