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M. Kulyk & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

M. Kulyk & Associates’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 		$304K Hold
1,225
– – 0.06% 94
2025
Q4 		$302K Hold
1,225
– – 0.06% 86
2025
Q3 		$296K Hold
1,225
– – 0.06% 83
2025
Q2 		$264K Sell
1,225
-60
-5% -$12.1K 0.06% 91
2025
Q1 		$256K Buy
+1,285
New +$279K 0.06% 84

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

M. Kulyk & Associates's IWM Position: Q1 2026 in Review

M. Kulyk & Associates held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,225 shares worth $304K. The position accounts for 0.06% of the portfolio, ranked #94.

M. Kulyk & Associates first reported a position in IWM in Q1 2025 and has held it in 5 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • M. Kulyk & Associates held 1,225 shares of iShares Russell 2000 ETF worth $304K as of Q1 2026.
  • M. Kulyk & Associates left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 ETF made up 0.06% of M. Kulyk & Associates's portfolio in Q1 2026, its #94 holding.
  • M. Kulyk & Associates first reported a position in iShares Russell 2000 ETF in Q1 2025 and has held it in 5 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on M. Kulyk & Associates's 13F filing for Q1 2026, filed 6 May 2026.