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

Kestra Private Wealth 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 		$14.6M Buy
58,938
+5,439
+10% +$1.4M 0.18% 125
2025
Q4 		$13.2M Buy
53,499
+1,614
+3% +$397K 0.16% 136
2025
Q3 		$12.6M Sell
51,885
-645
-1% -$148K 0.16% 134
2025
Q2 		$11.3M Sell
52,530
-2,957
-5% -$595K 0.16% 137
2025
Q1 		$11.1M Sell
55,487
-4,770
-8% -$1.03M 0.18% 123
2024
Q4 		$13.3M Buy
60,257
+2,960
+5% +$675K 0.23% 94
2024
Q3 		$12.7M Buy
57,297
+23,874
+71% +$5.11M 0.23% 96
2024
Q2 		$6.78M Buy
33,423
+1,918
+6% +$388K 0.14% 166
2024
Q1 		$6.63M Buy
31,505
+2,327
+8% +$464K 0.15% 161
2023
Q4 		$5.86M Buy
29,178
+4,830
+20% +$865K 0.15% 165
2023
Q3 		$4.3M Buy
24,348
+3,311
+16% +$622K 0.14% 179
2023
Q2 		$3.94M Buy
21,037
+2,431
+13% +$433K 0.13% 170
2023
Q1 		$3.32M Buy
18,606
+1,507
+9% +$277K 0.13% 174
2022
Q4 		$2.98M Sell
17,099
-13,588
-44% -$2.42M 0.15% 158
2022
Q3 		$5.06M Buy
30,687
+3,599
+13% +$656K 0.29% 90
2022
Q2 		$4.59M Buy
27,088
+12,698
+88% +$2.34M 0.26% 102
2022
Q1 		$2.95M Sell
14,390
-237
-2% -$48.3K 0.15% 157
2021
Q4 		$3.25M Buy
14,627
+617
+4% +$139K 0.16% 148
2021
Q3 		$3.06M Buy
14,010
+3,738
+36% +$829K 0.17% 140
2021
Q2 		$2.36M Buy
10,272
+299
+3% +$67.2K 0.14% 160
2021
Q1 		$2.2M Sell
9,973
-371
-4% -$81K 0.15% 162
2020
Q4 		$2.03M Buy
10,344
+1,305
+14% +$228K 0.15% 158
2020
Q3 		$1.34M Buy
+9,039
New +$1.36M 0.12% 191

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

Kestra Private Wealth Services's IWM Position: Q1 2026 in Review

Kestra Private Wealth Services increased its iShares Russell 2000 ETF (IWM) stake by 10% in Q1 2026, buying an estimated $1.4M and bringing the position to 58,938 shares worth $14.6M. The position accounts for 0.18% of the portfolio, ranked #125.

Kestra Private Wealth Services first reported a position in IWM in Q3 2020 and has held it in 23 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Kestra Private Wealth Services held 58,938 shares of iShares Russell 2000 ETF worth $14.6M as of Q1 2026.
  • Kestra Private Wealth Services bought 5,439 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.4M.
  • iShares Russell 2000 ETF made up 0.18% of Kestra Private Wealth Services's portfolio in Q1 2026, its #125 holding.
  • Kestra Private Wealth Services first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 23 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.