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Prosperity Consulting Group’s iShares Russell 2000 ETF IWM Stock Holding History

Prosperity Consulting Group’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 		$5.4M Sell
21,773
-254
-1% -$65.5K 0.24% 78
2025
Q4 		$5.42M Sell
22,027
-2,347
-10% -$577K 0.24% 77
2025
Q3 		$5.9M Sell
24,374
-3,503
-13% -$804K 0.29% 67
2025
Q2 		$6.02M Buy
27,877
+7,045
+34% +$1.42M 0.44% 50
2025
Q1 		$4.16M Sell
20,832
-2,595
-11% -$563K 0.32% 75
2024
Q4 		$5.18M Sell
23,427
-1,307
-5% -$298K 0.39% 59
2024
Q3 		$5.46M Sell
24,734
-1,209
-5% -$259K 0.43% 53
2024
Q2 		$5.26M Sell
25,943
-3,957
-13% -$800K 0.71% 34
2024
Q1 		$6.29M Sell
29,900
-3,521
-11% -$702K 0.79% 24
2023
Q4 		$6.71M Sell
33,421
-8,430
-20% -$1.51M 2.25% 8
2023
Q3 		$7.4M Buy
41,851
+700
+2% +$131K 3.4% 4
2023
Q2 		$7.71M Sell
41,151
-1,617
-4% -$288K 4.73% 2
2023
Q1 		$7.63M Buy
42,768
+1,756
+4% +$323K 4.82% 2
2022
Q4 		$7.15M Buy
41,012
+13,318
+48% +$2.37M 4.77% 4
2022
Q3 		$4.57M Buy
27,694
+1,326
+5% +$242K 3.75% 5
2022
Q2 		$4.47M Buy
26,368
+1,643
+7% +$303K 3.87% 4
2022
Q1 		$5.08M Buy
24,725
+759
+3% +$155K 3.77% 6
2021
Q4 		$4.83M Buy
+23,966
New +$5.42M 3.62% 4

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

Prosperity Consulting Group's IWM Position: Q1 2026 in Review

Prosperity Consulting Group reduced its iShares Russell 2000 ETF (IWM) stake by 1.2% in Q1 2026, selling an estimated $65.5K and leaving 21,773 shares worth $5.4M. The position accounts for 0.24% of the portfolio, ranked #78.

Prosperity Consulting Group first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.71M in Q2 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Prosperity Consulting Group held 21,773 shares of iShares Russell 2000 ETF worth $5.4M as of Q1 2026.
  • Prosperity Consulting Group sold 254 iShares Russell 2000 ETF shares in Q1 2026, an estimated $65.5K.
  • iShares Russell 2000 ETF made up 0.24% of Prosperity Consulting Group's portfolio in Q1 2026, its #78 holding.
  • Prosperity Consulting Group first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
  • Prosperity Consulting Group's iShares Russell 2000 ETF position peaked at $7.71M in Q2 2023.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.