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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
2024
Q1 		– Sell
-11,100
Closed -$11.2K – 717
2023
Q4 		$11.2K Buy
+11,100
New +$1.99M ﹤0.01% 675

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.