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

Kemnay 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	$237K	Sell	955 -23	-2%	-$5.93K	0.04%	28
2025 Q4	$241K	Buy	+978	New	+$240K	0.04%	28

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

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

Kemnay Advisory Services reduced its iShares Russell 2000 ETF (IWM) stake by 2.4% in Q1 2026, selling an estimated $5.93K and leaving 955 shares worth $237K. The position accounts for 0.04% of the portfolio, ranked #28.

Kemnay Advisory Services first reported a position in IWM in Q4 2025 and has held it in 2 quarters since. The position peaked at $241K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Kemnay Advisory Services held 955 shares of iShares Russell 2000 ETF worth $237K as of Q1 2026.
Kemnay Advisory Services sold 23 iShares Russell 2000 ETF shares in Q1 2026, an estimated $5.93K.
iShares Russell 2000 ETF made up 0.04% of Kemnay Advisory Services's portfolio in Q1 2026, its #28 holding.
Kemnay Advisory Services first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 2 quarters since.
Kemnay Advisory Services's iShares Russell 2000 ETF position peaked at $241K in Q4 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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