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Integrated Advisors Network’s iShares Russell 2000 ETF IWM Stock Holding History

Integrated Advisors Network’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 		$16.6M Buy
66,954
+22,063
+49% +$5.69M 0.87% 17
2025
Q4 		$11.1M Sell
44,891
-537
-1% -$132K 0.49% 40
2025
Q3 		$11M Sell
45,428
-230
-0.5% -$52.8K 0.46% 42
2025
Q2 		$9.85M Sell
45,658
-7,503
-14% -$1.51M 0.44% 47
2025
Q1 		$10.6M Buy
53,161
+109
+0.2% +$23.6K 0.54% 36
2024
Q4 		$11.7M Buy
53,052
+1,914
+4% +$436K 0.56% 31
2024
Q3 		$11.3M Buy
51,138
+4,666
+10% +$998K 0.53% 37
2024
Q2 		$9.43M Sell
46,472
-1,662
-3% -$336K 0.48% 43
2024
Q1 		$10.1M Buy
48,134
+46
+0.1% +$9.18K 0.51% 41
2023
Q4 		$9.65M Sell
48,088
-4,847
-9% -$868K 0.55% 38
2023
Q3 		$9.36M Buy
52,935
+1,264
+2% +$237K 0.57% 34
2023
Q2 		$9.68M Buy
51,671
+3,533
+7% +$630K 0.56% 36
2023
Q1 		$8.59M Buy
48,138
+409
+0.9% +$75.3K 0.52% 42
2022
Q4 		$8.32M Buy
47,729
+986
+2% +$175K 0.54% 38
2022
Q3 		$7.71M Buy
46,743
+13,396
+40% +$2.44M 0.52% 40
2022
Q2 		$5.65M Buy
33,347
+2,561
+8% +$472K 0.37% 65
2022
Q1 		$6.32M Buy
30,786
+8,102
+36% +$1.65M 0.37% 64
2021
Q4 		$5.05M Sell
22,684
-1,046
-4% -$236K 0.3% 77
2021
Q3 		$5.19M Buy
23,730
+4,511
+23% +$1M 0.34% 59
2021
Q2 		$4.41M Buy
19,219
+1,654
+9% +$372K 0.32% 78
2021
Q1 		$3.88M Buy
17,565
+4,663
+36% +$1.02M 0.35% 70
2020
Q4 		$2.53M Buy
12,902
+3,938
+44% +$689K 0.28% 101
2020
Q3 		$1.34M Sell
8,964
-98
-1% -$14.7K 0.17% 144
2020
Q2 		$1.3M Buy
9,062
+756
+9% +$99.2K 0.15% 161
2020
Q1 		$951K Sell
8,306
-2,138
-20% -$319K 0.19% 138
2019
Q4 		$1.73M Buy
+10,444
New +$1.65M 0.23% 140

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

Integrated Advisors Network's IWM Position: Q1 2026 in Review

Integrated Advisors Network increased its iShares Russell 2000 ETF (IWM) stake by 49% in Q1 2026, buying an estimated $5.69M and bringing the position to 66,954 shares worth $16.6M. The position accounts for 0.87% of the portfolio, ranked #17.

Integrated Advisors Network first reported a position in IWM in Q4 2019 and has held it in 26 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Integrated Advisors Network held 66,954 shares of iShares Russell 2000 ETF worth $16.6M as of Q1 2026.
  • Integrated Advisors Network bought 22,063 iShares Russell 2000 ETF shares in Q1 2026, an estimated $5.69M.
  • iShares Russell 2000 ETF made up 0.87% of Integrated Advisors Network's portfolio in Q1 2026, its #17 holding.
  • Integrated Advisors Network first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.