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

River 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
2026
Q1 		$20.6M Sell
83,013
-3,257
-4% -$840K 2.36% 11
2025
Q4 		$21.2M Sell
86,270
-420
-0.5% -$103K 2.38% 10
2025
Q3 		$21M Sell
86,690
-467
-0.5% -$107K 2.45% 11
2025
Q2 		$18.8M Sell
87,157
-152,952
-64% -$30.8M 2.34% 11
2025
Q1 		$47.9M Buy
240,109
+5,115
+2% +$1.11M 6.66% 1
2024
Q4 		$51.9M Buy
234,994
+10,974
+5% +$2.5M 6.88% 1
2024
Q3 		$49.5M Buy
224,020
+5,978
+3% +$1.28M 6.6% 1
2024
Q2 		$44.2M Buy
218,042
+8,588
+4% +$1.74M 6.34% 1
2024
Q1 		$44M Buy
209,454
+12,112
+6% +$2.42M 6.4% 1
2023
Q4 		$39.6M Buy
197,342
+17,479
+10% +$3.13M 6.33% 1
2023
Q3 		$31.8M Buy
179,863
+6,832
+4% +$1.28M 5.69% 1
2023
Q2 		$32.4M Buy
173,031
+7,268
+4% +$1.3M 5.5% 2
2023
Q1 		$29.6M Buy
165,763
+12,031
+8% +$2.22M 5.38% 2
2022
Q4 		$26.8M Buy
153,732
+16,676
+12% +$2.97M 5.16% 1
2022
Q3 		$22.6M Buy
137,056
+14,429
+12% +$2.63M 4.87% 2
2022
Q2 		$20.8M Buy
122,627
+7,907
+7% +$1.46M 3.83% 2
2022
Q1 		$23.5M Buy
114,720
+14,860
+15% +$3.03M 3.76% 2
2021
Q4 		$22.2M Buy
99,860
+11,490
+13% +$2.6M 3.44% 4
2021
Q3 		$19.3M Buy
88,370
+5,241
+6% +$1.16M 3.31% 3
2021
Q2 		$19.1M Buy
83,129
+1,773
+2% +$399K 3.34% 3
2021
Q1 		$18M Buy
81,356
+4,802
+6% +$1.05M 3.37% 3
2020
Q4 		$15M Buy
76,554
+4,250
+6% +$744K 3.24% 3
2020
Q3 		$10.8M Buy
72,304
+5,245
+8% +$789K 2.83% 5
2020
Q2 		$9.6M Buy
67,059
+8,921
+15% +$1.17M 2.92% 5
2020
Q1 		$6.65M Buy
58,138
+54,576
+1,532% +$8.14M 2.66% 5
2019
Q4 		$590K Buy
3,562
+75
+2% +$11.9K 0.2% 101
2019
Q3 		$528K Buy
3,487
+620
+22% +$94.7K 0.2% 103
2019
Q2 		$446K Sell
2,867
-508
-15% -$78.3K 0.17% 115
2019
Q1 		$517K Sell
3,375
-164
-5% -$24.6K 0.22% 107
2018
Q4 		$474K Buy
3,539
+315
+10% +$47K 0.21% 105
2018
Q3 		$543K Buy
3,224
+56
+2% +$9.45K 0.2% 114
2018
Q2 		$519K Hold
3,168
– – 0.2% 108
2018
Q1 		$481K Buy
3,168
+378
+14% +$58.4K 0.2% 115
2017
Q4 		$425K Sell
2,790
-115
-4% -$17.3K 0.18% 120
2017
Q3 		$430K Sell
2,905
-33
-1% -$4.64K 0.19% 116
2017
Q2 		$414K Sell
2,938
-30
-1% -$4.15K 0.19% 123
2017
Q1 		$408K Buy
2,968
+195
+7% +$26.6K 0.2% 121
2016
Q4 		$374K Buy
2,773
+863
+45% +$110K 0.19% 122
2016
Q3 		$237K Buy
1,910
+11
+0.6% +$1.34K 0.13% 139
2016
Q2 		$218K Buy
+1,899
New +$214K 0.13% 143

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

River Wealth Advisors's IWM Position: Q1 2026 in Review

River Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 3.8% in Q1 2026, selling an estimated $840K and leaving 83,013 shares worth $20.6M. The position accounts for 2.36% of the portfolio, ranked #11.

River Wealth Advisors first reported a position in IWM in Q2 2016 and has held it in 40 quarters since. The position peaked at $51.9M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • River Wealth Advisors held 83,013 shares of iShares Russell 2000 ETF worth $20.6M as of Q1 2026.
  • River Wealth Advisors sold 3,257 iShares Russell 2000 ETF shares in Q1 2026, an estimated $840K.
  • iShares Russell 2000 ETF made up 2.36% of River Wealth Advisors's portfolio in Q1 2026, its #11 holding.
  • River Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q2 2016 and has held it in 40 quarters since.
  • River Wealth Advisors's iShares Russell 2000 ETF position peaked at $51.9M in Q4 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.