Sanctuary Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Sanctuary 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	$38.2M	Sell	154,202 -11,784	-7%	-$3.04M	0.21%	99
2025 Q4	$40.9M	Buy	165,986 +20,947	+14%	+$5.15M	0.22%	84
2025 Q3	$35.1M	Buy	145,039 +19,189	+15%	+$4.4M	0.2%	99
2025 Q2	$27.2M	Sell	125,850 -55,392	-31%	-$11.1M	0.17%	125
2025 Q1	$36.2M	Sell	181,242 -13,173	-7%	-$2.86M	0.25%	81
2024 Q4	$44.4M	Buy	194,415 +7,015	+4%	+$1.6M	0.28%	69
2024 Q3	$44.7M	Buy	187,400 +3,258	+2%	+$697K	0.28%	66
2024 Q2	$36.5M	Buy	+184,142	New	+$37.2M	0.27%	72

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

Sanctuary Advisors's IWM Position: Q1 2026 in Review

Sanctuary Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 7.1% in Q1 2026, selling an estimated $3.04M and leaving 154,202 shares worth $38.2M. The position accounts for 0.21% of the portfolio, ranked #99.

Sanctuary Advisors first reported a position in IWM in Q2 2024 and has held it in 8 quarters since. The position peaked at $44.7M in Q3 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Sanctuary Advisors held 154,202 shares of iShares Russell 2000 ETF worth $38.2M as of Q1 2026.
Sanctuary Advisors sold 11,784 iShares Russell 2000 ETF shares in Q1 2026, an estimated $3.04M.
iShares Russell 2000 ETF made up 0.21% of Sanctuary Advisors's portfolio in Q1 2026, its #99 holding.
Sanctuary Advisors first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 8 quarters since.
Sanctuary Advisors's iShares Russell 2000 ETF position peaked at $44.7M in Q3 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.