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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
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
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.