International Private Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

International Private Wealth 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	-990	Closed	-$244K	–	156
2025 Q4	$244K	Sell	990 -32	-3%	-$7.87K	0.15%	139
2025 Q3	$247K	Buy	+1,022	New	+$234K	0.16%	146
2024 Q2	–	Sell	-1,323	Closed	-$278K	–	125
2024 Q1	$278K	Sell	1,323 -37	-3%	-$7.38K	0.54%	71
2023 Q4	$273K	Buy	+1,360	New	+$244K	0.27%	64

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

International Private Wealth Advisors's IWM Position: Q1 2026 in Review

International Private Wealth Advisors sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 990 shares — an estimated $244K sold.

International Private Wealth Advisors first reported a position in IWM in Q4 2023 and held it in 4 quarters. The position peaked at $278K in Q1 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

International Private Wealth Advisors reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
International Private Wealth Advisors sold 990 iShares Russell 2000 ETF shares in Q1 2026, an estimated $244K.
International Private Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2023 and held it in 4 quarters.
International Private Wealth Advisors's iShares Russell 2000 ETF position peaked at $278K in Q1 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.