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

Operose 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 		$4.31M Sell
17,375
-21
-0.1% -$5.42K 1% 15
2025
Q4 		$4.28M Buy
17,396
+1,083
+7% +$266K 1% 15
2025
Q3 		$3.95M Sell
16,313
-331
-2% -$75.9K 0.98% 14
2025
Q2 		$3.59M Buy
16,644
+247
+2% +$49.7K 1.01% 13
2025
Q1 		$3.27M Buy
16,397
+2,683
+20% +$582K 1.08% 11
2024
Q4 		$3.03M Buy
13,714
+106
+0.8% +$24.2K 1.04% 13
2024
Q3 		$3.01M Sell
13,608
-74
-0.5% -$15.8K 0.97% 13
2024
Q2 		$2.78M Hold
13,682
– – 0.98% 13
2024
Q1 		$2.88M Sell
13,682
-13
-0.1% -$2.59K 0.97% 11
2023
Q4 		$2.75M Buy
13,695
+1,419
+12% +$254K 1.1% 11
2023
Q3 		$2.17M Buy
12,276
+12,263
+94,331% +$2.3M 0.86% 16
2023
Q2 		$2.44K Sell
13
-835
-98% -$149K ﹤0.01% 329
2023
Q1 		$151K Sell
848
-20
-2% -$3.68K 0.08% 90
2022
Q4 		$151K Sell
868
-525
-38% -$93.4K 0.08% 89
2022
Q3 		$230K Hold
1,393
– – 0.15% 52
2022
Q2 		$236K Buy
1,393
+2
+0.1% +$369 0.17% 48
2022
Q1 		$286K Buy
1,391
+1
+0.1% +$204 0.2% 51
2021
Q4 		$309K Buy
+1,390
New +$314K 0.25% 45

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Operose Advisors's IWM Position: Q1 2026 in Review

Operose Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.12% in Q1 2026, selling an estimated $5.42K and leaving 17,375 shares worth $4.31M. The position accounts for 1% of the portfolio, ranked #15.

Operose Advisors first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Operose Advisors held 17,375 shares of iShares Russell 2000 ETF worth $4.31M as of Q1 2026.
  • Operose Advisors sold 21 iShares Russell 2000 ETF shares in Q1 2026, an estimated $5.42K.
  • iShares Russell 2000 ETF made up 1% of Operose Advisors's portfolio in Q1 2026, its #15 holding.
  • Operose Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Operose Advisors's 13F filing for Q1 2026, filed 12 May 2026.