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

Level Four 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
2018 Q3	–	Sell	-3,000	Closed	-$491K	–	604
2018 Q2	$491K	Hold	3,000	–	–	0.04%	386
2018 Q1	$455K	Buy	+3,000	New	+$463K	0.04%	367

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

Level Four Advisory Services's IWM Position: Q1 2026 in Review

Level Four Advisory Services reduced its iShares Russell 2000 ETF (IWM) stake by 38% in Q1 2026, selling an estimated $4.19M and leaving 26,569 shares worth $6.59M. The position accounts for 0.22% of the portfolio, ranked #129.

Level Four Advisory Services first reported a position in IWM in Q4 2016 and has held it in 38 quarters since. The position peaked at $11.1M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Level Four Advisory Services held 26,569 shares of iShares Russell 2000 ETF worth $6.59M as of Q1 2026.
Level Four Advisory Services sold 16,249 iShares Russell 2000 ETF shares in Q1 2026, an estimated $4.19M.
iShares Russell 2000 ETF made up 0.22% of Level Four Advisory Services's portfolio in Q1 2026, its #129 holding.
Level Four Advisory Services first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 38 quarters since.
Level Four Advisory Services's iShares Russell 2000 ETF position peaked at $11.1M in Q4 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.