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Realta Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Realta Investment 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
Q2 		$1.33M Sell
4,417
-401
-8% -$113K 0.41% 61
2026
Q1 		$1.19M Buy
4,818
+22
+0.5% +$5.67K 0.41% 62
2025
Q4 		$1.18M Sell
4,796
-2
-0% -$492 0.39% 60
2025
Q3 		$1.16M Buy
4,798
+497
+12% +$114K 0.39% 60
2025
Q2 		$928K Sell
4,301
-816
-16% -$164K 0.37% 66
2025
Q1 		$1.02M Sell
5,117
-1,936
-27% -$420K 0.47% 56
2024
Q4 		$1.58M Buy
7,053
+62
+0.9% +$14.1K 0.65% 37
2024
Q3 		$1.56M Sell
6,991
-17,408
-71% -$3.73M 0.72% 32
2024
Q2 		$4.95M Buy
24,399
+4,264
+21% +$862K 0.97% 12
2024
Q1 		$4.23M Sell
20,135
-357
-2% -$71.2K 0.87% 16
2023
Q4 		$4.11M Sell
20,492
-1,102
-5% -$197K 0.93% 16
2023
Q3 		$4.04M Sell
21,594
-384
-2% -$72.1K 0.93% 14
2023
Q2 		$4.12M Sell
21,978
-1,509
-6% -$269K 0.9% 14
2023
Q1 		$4.19M Sell
23,487
-65
-0.3% -$12K 1.02% 11
2022
Q4 		$4.11M Sell
23,552
-539
-2% -$95.9K 1% 9
2022
Q3 		$3.97M Buy
24,091
+100
+0.4% +$18.2K 1.04% 10
2022
Q2 		$4.11M Sell
23,991
-96
-0.4% -$17.7K 1.01% 13
2022
Q1 		$4.94M Sell
24,087
-750
-3% -$153K 0.99% 15
2021
Q4 		$5.53M Buy
24,837
+154
+0.6% +$34.8K 1.22% 10
2021
Q3 		$5.4M Buy
24,683
+2,496
+11% +$553K 1.27% 10
2021
Q2 		$5.09M Buy
22,187
+408
+2% +$91.7K 1.21% 10
2021
Q1 		$4.81M Buy
21,779
+1,230
+6% +$269K 1.27% 9
2020
Q4 		$4.03M Buy
20,549
+986
+5% +$173K 1.14% 15
2020
Q3 		$2.93M Sell
19,563
-1,510
-7% -$227K 0.98% 14
2020
Q2 		$3.02M Buy
21,073
+1,440
+7% +$189K 0.99% 14
2020
Q1 		$2.25M Buy
19,633
+2,762
+16% +$412K 0.96% 14
2019
Q4 		$2.73M Buy
16,871
+636
+4% +$101K 0.75% 18
2019
Q3 		$2.46M Buy
16,235
+416
+3% +$63.5K 0.67% 22
2019
Q2 		$2.48M Sell
15,819
-56
-0.4% -$8.63K 0.69% 22
2019
Q1 		$2.43M Buy
+15,875
New +$2.39M 1.11% 4

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Realta Investment Advisors's IWM Position: Q2 2026 in Review

Realta Investment Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 8.3% in Q2 2026, selling an estimated $113K and leaving 4,417 shares worth $1.33M. The position accounts for 0.41% of the portfolio, ranked #61.

Realta Investment Advisors first reported a position in IWM in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.53M in Q4 2021. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Realta Investment Advisors held 4,417 shares of iShares Russell 2000 ETF worth $1.33M as of Q2 2026.
  • Realta Investment Advisors sold 401 iShares Russell 2000 ETF shares in Q2 2026, an estimated $113K.
  • iShares Russell 2000 ETF made up 0.41% of Realta Investment Advisors's portfolio in Q2 2026, its #61 holding.
  • Realta Investment Advisors first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's iShares Russell 2000 ETF position peaked at $5.53M in Q4 2021.
  • 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.