Monograph Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Monograph Wealth 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	$996K	Hold	4,015	–	–	0.09%	59
2025 Q4	$988K	Sell	4,015 -86	-2%	-$21.1K	0.1%	61
2025 Q3	$992K	Buy	4,101 +86	+2%	+$19.7K	0.1%	61
2025 Q2	$866K	Sell	4,015 -457	-10%	-$92K	0.11%	56
2025 Q1	$892K	Hold	4,472	–	–	0.12%	53
2024 Q4	$988K	Hold	4,472	–	–	0.13%	50
2024 Q3	$988K	Hold	4,472	–	–	0.13%	50
2024 Q2	$907K	Hold	4,472	–	–	0.13%	47
2024 Q1	$941K	Buy	4,472 +3,115	+230%	+$621K	0.14%	60
2023 Q4	$272K	Sell	1,357 -80	-6%	-$14.3K	0.05%	90
2023 Q3	$255K	Buy	1,437 +80	+6%	+$15K	0.05%	102
2023 Q2	$254K	Hold	1,357	–	–	0.05%	72
2023 Q1	$242K	Hold	1,357	–	–	0.06%	72
2022 Q4	$237K	Buy	+1,357	New	+$241K	0.06%	80
2022 Q3	–	Sell	-1,725	Closed	-$292K	–	73
2022 Q2	$292K	Buy	1,725 +1	+0.1%	+$184	0.08%	59
2022 Q1	$354K	Buy	1,724 +1	+0.1%	+$204	0.09%	62
2021 Q4	$383K	Buy	+1,723	New	+$389K	0.1%	59

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

Monograph Wealth Advisors's IWM Position: Q1 2026 in Review

Monograph Wealth Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 4,015 shares worth $996K. The position accounts for 0.09% of the portfolio, ranked #59.

Monograph Wealth Advisors first reported a position in IWM in Q4 2021 and has held it in 17 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Monograph Wealth Advisors held 4,015 shares of iShares Russell 2000 ETF worth $996K as of Q1 2026.
Monograph Wealth Advisors left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.09% of Monograph Wealth Advisors's portfolio in Q1 2026, its #59 holding.
Monograph Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 17 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.