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
2025 Q1	–	Sell	-1,000	Closed	-$221K	–	1536
2024 Q4	$221K	Buy	+1,000	New	+$228K	﹤0.01%	1276

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kestra Private Wealth Services's IWM Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q2 2026, selling an estimated $262K and leaving 58,007 shares worth $17.4M. The position accounts for 0.19% of the portfolio, ranked #126.

Kestra Private Wealth Services first reported a position in IWM in Q3 2020 and has held it in 24 quarters since. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Kestra Private Wealth Services held 58,007 shares of iShares Russell 2000 ETF worth $17.4M as of Q2 2026.
Kestra Private Wealth Services sold 931 iShares Russell 2000 ETF shares in Q2 2026, an estimated $262K.
iShares Russell 2000 ETF made up 0.19% of Kestra Private Wealth Services's portfolio in Q2 2026, its #126 holding.
Kestra Private Wealth Services first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 24 quarters since.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.