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

Kestra 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	$55.8M	Sell	224,815 -7,413	-3%	-$1.91M	0.21%	89
2025 Q4	$57.2M	Sell	232,228 -35,724	-13%	-$8.78M	0.24%	70
2025 Q3	$64.8M	Buy	267,952 +67,183	+33%	+$15.4M	0.3%	58
2025 Q2	$43.3M	Buy	200,769 +18,475	+10%	+$3.72M	0.21%	85
2025 Q1	$36.4M	Sell	182,294 -20,649	-10%	-$4.48M	0.18%	88
2024 Q4	$44.8M	Sell	202,943 -24,556	-11%	-$5.6M	0.25%	74
2024 Q3	$50.3M	Sell	227,499 -12,809	-5%	-$2.74M	0.28%	66
2024 Q2	$44.7M	Buy	240,308 +25,309	+12%	+$5.11M	0.25%	73
2024 Q1	$45.2M	Buy	214,999 +59,785	+39%	+$11.9M	0.3%	58
2023 Q4	$31.2M	Sell	155,214 -890	-0.6%	-$159K	0.25%	72
2023 Q3	$27.6M	Sell	156,104 -16,957	-10%	-$3.18M	0.27%	72
2023 Q2	$32.4M	Buy	173,061 +17,885	+12%	+$3.19M	0.32%	54
2023 Q1	$27.7M	Sell	155,176 -21,297	-12%	-$3.92M	0.3%	63
2022 Q4	$30.8M	Sell	176,473 -6,326	-3%	-$1.13M	0.27%	78
2022 Q3	$30.1M	Buy	182,799 +25,857	+16%	+$4.72M	0.32%	59
2022 Q2	$26.6M	Buy	156,942 +12,333	+9%	+$2.27M	0.27%	72
2022 Q1	$29.7M	Sell	144,609 -13,682	-9%	-$2.79M	0.31%	61
2021 Q4	$35.2M	Sell	158,291 -5,304	-3%	-$1.2M	0.36%	58
2021 Q3	$35.8M	Buy	163,595 +3,999	+3%	+$887K	0.36%	54
2021 Q2	$36.6M	Buy	159,596 +9,143	+6%	+$2.06M	0.42%	39
2021 Q1	$33.2M	Sell	150,453 -22,542	-13%	-$4.92M	0.42%	39
2020 Q4	$34M	Buy	172,995 +65,314	+61%	+$11.4M	0.39%	46
2020 Q3	$16.1M	Buy	+107,681	New	+$16.2M	0.3%	72

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

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

Kestra Advisory Services reduced its iShares Russell 2000 ETF (IWM) stake by 3.2% in Q1 2026, selling an estimated $1.91M and leaving 224,815 shares worth $55.8M. The position accounts for 0.21% of the portfolio, ranked #89.

Kestra Advisory Services first reported a position in IWM in Q3 2020 and has held it in 23 quarters since. The position peaked at $64.8M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Kestra Advisory Services held 224,815 shares of iShares Russell 2000 ETF worth $55.8M as of Q1 2026.
Kestra Advisory Services sold 7,413 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.91M.
iShares Russell 2000 ETF made up 0.21% of Kestra Advisory Services's portfolio in Q1 2026, its #89 holding.
Kestra Advisory Services first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's iShares Russell 2000 ETF position peaked at $64.8M in Q3 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.