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

Signal Advisors Wealth’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	$615K	Buy	2,481 +553	+29%	+$143K	0.04%	333
2025 Q4	$475K	Sell	1,928 -183	-9%	-$45K	0.04%	317
2025 Q3	$511K	Buy	2,111 +1,058	+100%	+$243K	0.05%	267
2025 Q2	$227K	Buy	+1,053	New	+$212K	0.02%	429
2025 Q1	–	Sell	-2,494	Closed	-$551K	–	446
2024 Q4	$551K	Buy	2,494 +627	+34%	+$143K	0.06%	250
2024 Q3	$412K	Buy	+1,867	New	+$400K	0.06%	279
2024 Q2	–	Sell	-2,901	Closed	-$610K	–	181
2024 Q1	$610K	Buy	2,901 +309	+12%	+$61.6K	0.15%	137
2023 Q4	$520K	Buy	+2,592	New	+$464K	0.18%	113

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

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

Signal Advisors Wealth increased its iShares Russell 2000 ETF (IWM) stake by 29% in Q1 2026, buying an estimated $143K and bringing the position to 2,481 shares worth $615K. The position accounts for 0.04% of the portfolio, ranked #333.

Signal Advisors Wealth first reported a position in IWM in Q4 2023 and has held it in 8 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Signal Advisors Wealth held 2,481 shares of iShares Russell 2000 ETF worth $615K as of Q1 2026.
Signal Advisors Wealth bought 553 iShares Russell 2000 ETF shares in Q1 2026, an estimated $143K.
iShares Russell 2000 ETF made up 0.04% of Signal Advisors Wealth's portfolio in Q1 2026, its #333 holding.
Signal Advisors Wealth first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 8 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.