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

One 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	–	Sell	-1,734	Closed	-$427K	–	316
2025 Q4	$427K	Buy	+1,734	New	+$426K	0.05%	191
2025 Q1	–	Sell	-1,364	Closed	-$301K	–	297
2024 Q4	$301K	Buy	+1,364	New	+$311K	0.04%	188
2024 Q1	–	Sell	-1,064	Closed	-$214K	–	253
2023 Q4	$214K	Buy	+1,064	New	+$191K	0.04%	199
2023 Q1	–	Sell	-1,256	Closed	-$219K	–	400
2022 Q4	$219K	Buy	+1,256	New	+$223K	0.05%	174
2019 Q2	–	Sell	-10	Closed	-$2K	–	295
2019 Q1	$2K	Sell	10 -11,527	-100%	-$1.73M	﹤0.01%	485
2018 Q4	$1.54M	Buy	11,537 +11,527	+115,270%	+$1.72M	1.54%	11
2018 Q3	$2K	Hold	10	–	–	﹤0.01%	511
2018 Q2	$2K	Hold	10	–	–	﹤0.01%	508
2018 Q1	$2K	Hold	10	–	–	﹤0.01%	481
2017 Q4	$2K	Buy	+10	New	+$1.5K	﹤0.01%	520

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

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

One Wealth Advisors sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 1,734 shares — an estimated $427K sold.

One Wealth Advisors first reported a position in IWM in Q4 2017 and held it in 10 quarters. The position peaked at $1.54M in Q4 2018. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

One Wealth Advisors reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
One Wealth Advisors sold 1,734 iShares Russell 2000 ETF shares in Q1 2026, an estimated $427K.
One Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 10 quarters.
One Wealth Advisors's iShares Russell 2000 ETF position peaked at $1.54M in Q4 2018.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on One Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.