Insigneo Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

Insigneo Advisory Services’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	$3.77M	Sell	15,197 -1,432	-9%	-$369K	0.27%	62
2025 Q4	$4.09M	Sell	16,629 -5,765	-26%	-$1.42M	0.29%	53
2025 Q3	$5.42M	Buy	22,394 +3,621	+19%	+$831K	0.38%	40
2025 Q2	$4.05M	Sell	18,773 -800	-4%	-$161K	0.35%	48
2025 Q1	$3.9M	Sell	19,573 -2,707	-12%	-$587K	0.4%	40
2024 Q4	$4.92M	Buy	22,280 +5,135	+30%	+$1.17M	0.51%	27
2024 Q3	$3.79M	Buy	17,145 +716	+4%	+$153K	0.38%	45
2024 Q2	$3.32M	Sell	16,429 -17,465	-52%	-$3.53M	0.37%	46
2024 Q1	$7.13M	Sell	33,894 -3,010	-8%	-$600K	0.85%	16
2023 Q4	$7.41M	Buy	36,904 +4,715	+15%	+$845K	1.04%	15
2023 Q3	$5.72M	Buy	32,189 +319	+1%	+$59.9K	1.16%	13
2023 Q2	$5.97M	Buy	31,870 +1,407	+5%	+$251K	1.14%	12
2023 Q1	$5.43M	Buy	30,463 +13,115	+76%	+$2.41M	1.73%	8
2022 Q4	$3.02M	Buy	+17,348	New	+$3.09M	1.15%	12

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

Insigneo Advisory Services's IWM Position: Q1 2026 in Review

Insigneo Advisory Services reduced its iShares Russell 2000 ETF (IWM) stake by 8.6% in Q1 2026, selling an estimated $369K and leaving 15,197 shares worth $3.77M. The position accounts for 0.27% of the portfolio, ranked #62.

Insigneo Advisory Services first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.41M in Q4 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Insigneo Advisory Services held 15,197 shares of iShares Russell 2000 ETF worth $3.77M as of Q1 2026.
Insigneo Advisory Services sold 1,432 iShares Russell 2000 ETF shares in Q1 2026, an estimated $369K.
iShares Russell 2000 ETF made up 0.27% of Insigneo Advisory Services's portfolio in Q1 2026, its #62 holding.
Insigneo Advisory Services first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's iShares Russell 2000 ETF position peaked at $7.41M in Q4 2023.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.