Modus Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Modus Advisors’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	–	Sell	-31	Closed	-$7.63K	–	220
2025 Q4	$7.63K	Buy	+31	New	+$7.62K	﹤0.01%	276
2025 Q1	–	Sell	-35	Closed	-$7.76K	–	203
2024 Q4	$7.76K	Buy	+35	New	+$7.98K	﹤0.01%	234
2021 Q3	–	Sell	-20	Closed	-$5K	–	167
2021 Q2	$5K	Buy	+20	New	+$4.5K	﹤0.01%	231
2020 Q3	–	Sell	-20	Closed	-$3K	–	148
2020 Q2	$3K	Buy	+20	New	+$2.62K	﹤0.01%	199

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

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Modus Advisors's IWM Position: Q1 2026 in Review

Modus Advisors sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 31 shares — an estimated $7.63K sold.

Modus Advisors first reported a position in IWM in Q2 2020 and held it in 4 quarters. The position peaked at $7.76K in Q4 2024. 2,583 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Modus Advisors reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Modus Advisors sold 31 iShares Russell 2000 ETF shares in Q1 2026, an estimated $7.63K.
Modus Advisors first reported a position in iShares Russell 2000 ETF in Q2 2020 and held it in 4 quarters.
Modus Advisors's iShares Russell 2000 ETF position peaked at $7.76K in Q4 2024.
2,583 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.