Shared Vision Wealth Group’s iShares Russell 2000 ETF IWM Stock Holding History

Shared Vision Wealth 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	$622K	Hold	2,507	–	–	0.25%	53
2025 Q4	$662K	Sell	2,507 -409	-14%	-$101K	0.27%	52
2025 Q3	$710K	Hold	2,916	–	–	0.3%	51
2025 Q2	$640K	Sell	2,916 -269	-8%	-$54.1K	0.32%	44
2025 Q1	$635K	Hold	3,185	–	–	0.35%	41
2024 Q4	$704K	Hold	3,185	–	–	0.37%	39
2024 Q3	$704K	Hold	3,185	–	–	0.38%	38
2024 Q2	$646K	Buy	3,185 +262	+9%	+$52.9K	0.38%	38
2024 Q1	$615K	Hold	2,923	–	–	0.38%	39
2023 Q4	$587K	Buy	+2,923	New	+$524K	0.39%	36

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

Shared Vision Wealth Group's IWM Position: Q1 2026 in Review

Shared Vision Wealth Group held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 2,507 shares worth $622K. The position accounts for 0.25% of the portfolio, ranked #53.

Shared Vision Wealth Group first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. The position peaked at $710K in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Shared Vision Wealth Group held 2,507 shares of iShares Russell 2000 ETF worth $622K as of Q1 2026.
Shared Vision Wealth Group left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.25% of Shared Vision Wealth Group's portfolio in Q1 2026, its #53 holding.
Shared Vision Wealth Group first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
Shared Vision Wealth Group's iShares Russell 2000 ETF position peaked at $710K in Q3 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.