RPg Family Wealth Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

RPg Family Wealth Advisory’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	$2.42M	Buy	9,758 +5,744	+143%	+$1.48M	0.51%	72
2025 Q4	$988K	Buy	4,014 +139	+4%	+$34.2K	0.22%	86
2025 Q3	$938K	Buy	+3,875	New	+$889K	0.21%	85
2023 Q3	–	Sell	-2,023	Closed	-$379K	–	114
2023 Q2	$379K	Sell	2,023 -1,312	-39%	-$234K	0.15%	89
2023 Q1	$595K	Sell	3,335 -1,982	-37%	-$365K	0.33%	56
2022 Q4	$927K	Buy	5,317 +3,926	+282%	+$698K	0.64%	47
2022 Q3	$255K	Buy	+1,391	New	+$254K	0.13%	83
2022 Q2	–	Sell	-212	Closed	-$43.5K	–	207
2022 Q1	$43.5K	Hold	212	–	–	0.02%	160
2021 Q4	$47.2K	Hold	212	–	–	0.02%	167
2021 Q3	$46.4K	Hold	212	–	–	0.02%	172
2021 Q2	$48.6K	Buy	+212	New	+$47.7K	0.02%	172
2020 Q4	$64.1K	Hold	327	–	–	0.03%	152
2020 Q3	$49K	Hold	327	–	–	0.03%	163
2020 Q2	$46.8K	Sell	327 -105	-24%	-$13.8K	0.03%	159
2020 Q1	$49.4K	Sell	432 -5,417	-93%	-$808K	0.04%	136
2019 Q4	$969K	Buy	5,849 +406	+7%	+$64.2K	0.56%	48
2019 Q3	$824K	Sell	5,443 -4,118	-43%	-$629K	0.5%	47
2019 Q2	$1.49M	Buy	9,561 +688	+8%	+$106K	0.88%	35
2019 Q1	$1.36M	Buy	8,873 +1,981	+29%	+$298K	0.8%	39
2018 Q4	$923K	Buy	6,892 +194	+3%	+$28.9K	0.9%	27
2018 Q3	$1.13M	Buy	6,698 +1,599	+31%	+$270K	0.85%	34
2018 Q2	$835K	Buy	5,099 +490	+11%	+$78.4K	0.65%	38
2018 Q1	$700K	Buy	4,609 +1,014	+28%	+$157K	0.57%	36
2017 Q4	$548K	Buy	3,595 +2,515	+233%	+$378K	0.46%	35
2017 Q3	$160K	Buy	1,080 +925	+597%	+$130K	0.13%	49
2017 Q2	$21.8K	Buy	+155	New	+$21.5K	0.02%	231

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

RPg Family Wealth Advisory's IWM Position: Q1 2026 in Review

RPg Family Wealth Advisory increased its iShares Russell 2000 ETF (IWM) stake by 143% in Q1 2026, buying an estimated $1.48M and bringing the position to 9,758 shares worth $2.42M. The position accounts for 0.51% of the portfolio, ranked #72.

RPg Family Wealth Advisory first reported a position in IWM in Q2 2017 and has held it in 26 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

RPg Family Wealth Advisory held 9,758 shares of iShares Russell 2000 ETF worth $2.42M as of Q1 2026.
RPg Family Wealth Advisory bought 5,744 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.48M.
iShares Russell 2000 ETF made up 0.51% of RPg Family Wealth Advisory's portfolio in Q1 2026, its #72 holding.
RPg Family Wealth Advisory first reported a position in iShares Russell 2000 ETF in Q2 2017 and has held it in 26 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2026, filed 14 May 2026.