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

Palo Alto 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
2025 Q3	$518K	Buy	2,119 +6	+0.3%	+$1.38K	0.15%	36
2025 Q2	$456K	Buy	2,113 +5	+0.2%	+$1.01K	0.17%	34
2025 Q1	$440K	Buy	2,108 +5	+0.2%	+$1.08K	0.17%	32
2024 Q4	$465K	Buy	2,103 +7	+0.3%	+$1.6K	0.16%	32
2024 Q3	$466K	Buy	2,096 +7	+0.3%	+$1.5K	0.19%	30
2024 Q2	$424K	Buy	2,089 +6	+0.3%	+$1.21K	0.29%	27
2024 Q1	$438K	Buy	2,083 +5	+0.2%	+$997	0.31%	29
2023 Q4	$417K	Hold	2,078	–	–	0.32%	30
2023 Q3	$369K	Sell	2,078 -291	-12%	-$54.6K	0.31%	28
2023 Q2	$444K	Hold	2,369	–	–	0.35%	28
2023 Q1	$423K	Hold	2,369	–	–	0.34%	31
2022 Q4	$413K	Buy	+2,369	New	+$421K	0.35%	31

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Palo Alto Wealth Advisors's IWM Position: Q3 2025 in Review

Palo Alto Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.28% in Q3 2025, buying an estimated $1.38K and bringing the position to 2,119 shares worth $518K. The position accounts for 0.15% of the portfolio, ranked #36.

Palo Alto Wealth Advisors first reported a position in IWM in Q4 2022 and has held it in 12 quarters since. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

Palo Alto Wealth Advisors held 2,119 shares of iShares Russell 2000 ETF worth $518K as of Q3 2025.
Palo Alto Wealth Advisors bought 6 iShares Russell 2000 ETF shares in Q3 2025, an estimated $1.38K.
iShares Russell 2000 ETF made up 0.15% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #36 holding.
Palo Alto Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 12 quarters since.
2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.