Investmark Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History

Investmark Advisory Group’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	$403K	Buy	1,623 +1	+0.1%	+$258	0.17%	87
2025 Q4	$399K	Buy	1,622 +2	+0.1%	+$492	0.17%	87
2025 Q3	$392K	Buy	1,620 +1	+0.1%	+$229	0.17%	88
2025 Q2	$349K	Buy	1,619 +66	+4%	+$13.3K	0.16%	93
2025 Q1	$310K	Buy	1,553 +81	+6%	+$17.6K	0.15%	93
2024 Q4	$325K	Buy	1,472 +1	+0.1%	+$228	0.16%	90
2024 Q3	$325K	Buy	1,471 +1	+0.1%	+$214	0.16%	94
2024 Q2	$298K	Buy	1,470 +35	+2%	+$7.07K	0.16%	89
2024 Q1	$302K	Buy	1,435 +1	+0.1%	+$199	0.17%	91
2023 Q4	$288K	Buy	+1,434	New	+$257K	0.17%	89
2022 Q4	–	Sell	-1,267	Closed	-$208K	–	112
2022 Q3	$208K	Sell	1,267 -18	-1%	-$3.28K	0.19%	89
2022 Q2	$217K	Buy	1,285 +300	+30%	+$55.3K	0.21%	76
2022 Q1	$202K	Hold	985	–	–	0.21%	86
2021 Q4	$219K	Buy	+985	New	+$223K	0.2%	86

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

Investmark Advisory Group's IWM Position: Q1 2026 in Review

Investmark Advisory Group increased its iShares Russell 2000 ETF (IWM) stake by 0.06% in Q1 2026, buying an estimated $258 and bringing the position to 1,623 shares worth $403K. The position accounts for 0.17% of the portfolio, ranked #87.

Investmark Advisory Group first reported a position in IWM in Q4 2021 and has held it in 14 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Investmark Advisory Group held 1,623 shares of iShares Russell 2000 ETF worth $403K as of Q1 2026.
Investmark Advisory Group bought 1 iShares Russell 2000 ETF share in Q1 2026, an estimated $258.
iShares Russell 2000 ETF made up 0.17% of Investmark Advisory Group's portfolio in Q1 2026, its #87 holding.
Investmark Advisory Group first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 14 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.