Infrastructure Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Infrastructure Capital Advisors’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	-1,824	Closed	-$449K	–	159
2025 Q4	$449K	Buy	1,824 +1,000	+121%	+$246K	0.04%	119
2025 Q3	$203K	Sell	824 -5,814	-88%	-$1.33M	0.02%	133
2025 Q2	$1.43M	Buy	6,638 +4,896	+281%	+$985K	0.11%	51
2025 Q1	$348K	Sell	1,742 -2,050	-54%	-$445K	0.03%	99
2024 Q4	$838K	Sell	3,792 -5,565	-59%	-$1.27M	0.06%	70
2024 Q3	$2.07M	Buy	9,357 +3,271	+54%	+$700K	0.28%	43
2024 Q2	$1.23M	Buy	6,086 +4,007	+193%	+$810K	0.16%	54
2024 Q1	$437K	Buy	+2,079	New	+$415K	0.06%	79

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

Infrastructure Capital Advisors's IWM Position: Q1 2026 in Review

Infrastructure Capital Advisors sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 1,824 shares — an estimated $449K sold.

Infrastructure Capital Advisors first reported a position in IWM in Q1 2024 and held it in 8 quarters. The position peaked at $2.07M in Q3 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Infrastructure Capital Advisors reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Infrastructure Capital Advisors sold 1,824 iShares Russell 2000 ETF shares in Q1 2026, an estimated $449K.
Infrastructure Capital Advisors first reported a position in iShares Russell 2000 ETF in Q1 2024 and held it in 8 quarters.
Infrastructure Capital Advisors's iShares Russell 2000 ETF position peaked at $2.07M in Q3 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Infrastructure Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.