Mount Yale Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Mount Yale Investment 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	$8.53M	Buy	+35,276	New	+$9.1M	0.2%	113
2025 Q2	–	Sell	-1,000	Closed	-$10.4K	–	1505
2025 Q1	$10.4K	Sell	1,000 -1,500	-60%	-$325K	﹤0.01%	532
2024 Q4	$27.6K	Hold	2,500	–	–	﹤0.01%	540
2024 Q3	$39.2K	Hold	2,500	–	–	﹤0.01%	534
2024 Q2	$23.9K	Buy	+2,500	New	+$505K	﹤0.01%	534
2023 Q1	–	Sell	-10,700	Closed	-$1.87M	–	510
2022 Q4	$1.87M	Buy	+10,700	New	+$1.9M	0.21%	107
2022 Q1	–	Sell	-4,200	Closed	-$934K	–	484
2021 Q4	$934K	Buy	+4,200	New	+$949K	0.1%	216

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 $303B AUM 53.02% 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

Mount Yale Investment Advisors's IWM Position: Q1 2026 in Review

Mount Yale Investment Advisors sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 2,660 shares — an estimated $686K sold.

Mount Yale Investment Advisors first reported a position in IWM in Q1 2018 and held it in 32 quarters. The position peaked at $7.61M in Q2 2018. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Mount Yale Investment Advisors reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Mount Yale Investment Advisors sold 2,660 iShares Russell 2000 ETF shares in Q1 2026, an estimated $686K.
Mount Yale Investment Advisors first reported a position in iShares Russell 2000 ETF in Q1 2018 and held it in 32 quarters.
Mount Yale Investment Advisors's iShares Russell 2000 ETF position peaked at $7.61M in Q2 2018.
2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.