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Independent Advisor Alliance’s iShares Russell 2000 ETF IWM Stock Holding History

Independent Advisor Alliance’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 		$24.3M Buy
97,919
+95,462
+3,885% +$24.6M 0.26% 76
2025
Q4 		$605K Buy
2,457
+506
+26% +$124K 0.01% 596
2025
Q3 		$472K Buy
1,951
+299
+18% +$68.6K 0.01% 637
2025
Q2 		$357K Buy
1,652
+454
+38% +$91.4K 0.01% 687
2025
Q1 		$239K Sell
1,198
-38,250
-97% -$8.3M 0.01% 725
2024
Q4 		$8.72M Buy
+39,448
New +$8.99M 0.12% 182
2024
Q3 		– Sell
-3,330
Closed -$676K – 736
2024
Q2 		$676K Hold
3,330
– – 0.02% 396
2024
Q1 		$700K Hold
3,330
– – 0.03% 385
2023
Q4 		$668K Hold
3,330
– – 0.02% 376
2023
Q3 		$589K Sell
3,330
-325
-9% -$61K 0.03% 385
2023
Q2 		$684K Hold
3,655
– – 0.03% 360
2023
Q1 		$652K Sell
3,655
-10
-0.3% -$1.84K 0.03% 366
2022
Q4 		$639K Hold
3,665
– – 0.22% 65
2022
Q3 		$604K Buy
+3,665
New +$668K 0.04% 329
2022
Q1 		– Sell
-1,200
Closed -$267K – 704
2021
Q4 		$267K Buy
+1,200
New +$271K 0.01% 551
2020
Q1 		– Sell
-41,852
Closed -$6.93M – 639
2019
Q4 		$6.93M Buy
+41,852
New +$6.61M 0.3% 74
2017
Q2 		– Sell
-28,399
Closed -$3.81M – 323
2017
Q1 		$3.81M Buy
+28,399
New +$3.88M 0.6% 48

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

Independent Advisor Alliance's IWM Position: Q1 2026 in Review

Independent Advisor Alliance increased its iShares Russell 2000 ETF (IWM) stake by 3,885% in Q1 2026, buying an estimated $24.6M and bringing the position to 97,919 shares worth $24.3M. The position accounts for 0.26% of the portfolio, ranked #76.

Independent Advisor Alliance first reported a position in IWM in Q1 2017 and has held it in 17 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Independent Advisor Alliance held 97,919 shares of iShares Russell 2000 ETF worth $24.3M as of Q1 2026.
  • Independent Advisor Alliance bought 95,462 iShares Russell 2000 ETF shares in Q1 2026, an estimated $24.6M.
  • iShares Russell 2000 ETF made up 0.26% of Independent Advisor Alliance's portfolio in Q1 2026, its #76 holding.
  • Independent Advisor Alliance first reported a position in iShares Russell 2000 ETF in Q1 2017 and has held it in 17 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.