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Insight Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Insight 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 		$1.1M Buy
4,455
+389
+10% +$100K 0.21% 70
2025
Q4 		$1M Buy
4,066
+680
+20% +$167K 0.15% 99
2025
Q3 		$820K Buy
3,386
+558
+20% +$128K 0.13% 111
2025
Q2 		$610K Sell
2,828
-17
-0.6% -$3.42K 0.1% 133
2025
Q1 		$568K Sell
2,845
-179
-6% -$38.8K 0.1% 132
2024
Q4 		$668K Buy
3,024
+230
+8% +$52.4K 0.11% 119
2024
Q3 		$617K Buy
2,794
+40
+1% +$8.56K 0.11% 135
2024
Q2 		$559K Sell
2,754
-52
-2% -$10.5K 0.1% 137
2024
Q1 		$590K Buy
2,806
+26
+0.9% +$5.19K 0.11% 138
2023
Q4 		$558K Sell
2,780
-34
-1% -$6.09K 0.12% 126
2023
Q3 		$497K Buy
2,814
+190
+7% +$35.7K 0.11% 137
2023
Q2 		$491K Sell
2,624
-70
-3% -$12.5K 0.11% 144
2023
Q1 		$481K Hold
2,694
– – 0.11% 157
2022
Q4 		$467K Sell
2,694
-170
-6% -$30.2K 0.16% 165
2022
Q3 		$472K Buy
2,864
+26
+0.9% +$4.74K 0.19% 139
2022
Q2 		$537K Sell
2,838
-594
-17% -$109K 0.18% 140
2022
Q1 		$705K Buy
3,432
+23
+0.7% +$4.69K 0.21% 126
2021
Q4 		$758K Buy
3,409
+395
+13% +$89.3K 0.22% 109
2021
Q3 		$719K Hold
3,014
– – 0.21% 126
2021
Q2 		$663K Sell
3,014
-70
-2% -$15.7K 0.21% 124
2021
Q1 		$694K Buy
3,084
+275
+10% +$60K 0.22% 118
2020
Q4 		$551K Buy
+2,809
New +$492K 0.21% 120

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

Insight Advisors's IWM Position: Q1 2026 in Review

Insight Advisors increased its iShares Russell 2000 ETF (IWM) stake by 9.6% in Q1 2026, buying an estimated $100K and bringing the position to 4,455 shares worth $1.1M. The position accounts for 0.21% of the portfolio, ranked #70.

Insight Advisors first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Insight Advisors held 4,455 shares of iShares Russell 2000 ETF worth $1.1M as of Q1 2026.
  • Insight Advisors bought 389 iShares Russell 2000 ETF shares in Q1 2026, an estimated $100K.
  • iShares Russell 2000 ETF made up 0.21% of Insight Advisors's portfolio in Q1 2026, its #70 holding.
  • Insight Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.