OneAscent Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

OneAscent Financial Services’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	$677K	Buy	2,731 +845	+45%	+$218K	0.04%	283
2025 Q4	$464K	Buy	1,886 +444	+31%	+$109K	0.04%	267
2025 Q3	$349K	Sell	1,442 -1,046	-42%	-$240K	0.04%	285
2025 Q2	$540K	Sell	2,488 -580	-19%	-$117K	0.04%	296
2025 Q1	$612K	Buy	3,068 +1,570	+105%	+$341K	0.04%	296
2024 Q4	$331K	Buy	+1,498	New	+$342K	0.03%	338
2024 Q2	–	Sell	-1,469	Closed	-$309K	–	307
2024 Q1	$309K	Sell	1,469 -13	-0.9%	-$2.59K	0.03%	282
2023 Q4	$297K	Buy	+1,482	New	+$266K	0.04%	271

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

OneAscent Financial Services's IWM Position: Q1 2026 in Review

OneAscent Financial Services increased its iShares Russell 2000 ETF (IWM) stake by 45% in Q1 2026, buying an estimated $218K and bringing the position to 2,731 shares worth $677K. The position accounts for 0.04% of the portfolio, ranked #283.

OneAscent Financial Services first reported a position in IWM in Q4 2023 and has held it in 8 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

OneAscent Financial Services held 2,731 shares of iShares Russell 2000 ETF worth $677K as of Q1 2026.
OneAscent Financial Services bought 845 iShares Russell 2000 ETF shares in Q1 2026, an estimated $218K.
iShares Russell 2000 ETF made up 0.04% of OneAscent Financial Services's portfolio in Q1 2026, its #283 holding.
OneAscent Financial Services first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 8 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.