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Snowden Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Snowden Capital 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 		$6.34M Sell
25,575
-373
-1% -$96.2K 0.17% 132
2025
Q4 		$6.39M Buy
25,948
+4,045
+18% +$994K 0.17% 126
2025
Q3 		$5.3M Sell
21,903
-12,031
-35% -$2.76M 0.14% 148
2025
Q2 		$7.32M Buy
33,934
+12,927
+62% +$2.6M 0.22% 98
2025
Q1 		$4.19M Sell
21,007
-5,200
-20% -$1.13M 0.13% 169
2024
Q4 		$5.79M Buy
26,207
+3,284
+14% +$749K 0.18% 122
2024
Q3 		$5.06M Buy
22,923
+5,824
+34% +$1.25M 0.15% 165
2024
Q2 		$3.47M Buy
17,099
+4,098
+32% +$828K 0.1% 225
2024
Q1 		$2.73M Buy
13,001
+3,886
+43% +$775K 0.09% 260
2023
Q4 		$1.83M Buy
9,115
+3,876
+74% +$694K 0.07% 301
2023
Q3 		$926K Sell
5,239
-348
-6% -$65.3K 0.04% 438
2023
Q2 		$1.05M Buy
5,587
+674
+14% +$120K 0.04% 446
2023
Q1 		$876K Sell
4,913
-4,419
-47% -$814K 0.03% 492
2022
Q4 		$1.63M Buy
9,332
+1,219
+15% +$217K 0.07% 328
2022
Q3 		$1.34M Sell
8,113
-178
-2% -$32.5K 0.06% 346
2022
Q2 		$1.4M Buy
8,291
+630
+8% +$116K 0.06% 332
2022
Q1 		$1.57M Buy
7,661
+3,917
+105% +$799K 0.06% 318
2021
Q4 		$832K Sell
3,744
-632
-14% -$143K 0.04% 360
2021
Q3 		$957K Sell
4,376
-24
-0.5% -$5.32K 0.05% 380
2021
Q2 		$1.01M Buy
4,400
+1,563
+55% +$351K 0.05% 371
2021
Q1 		$627K Sell
2,837
-312
-10% -$68.1K 0.04% 435
2020
Q4 		$617K Sell
3,149
-261
-8% -$45.7K 0.04% 394
2020
Q3 		$511K Sell
3,410
-2,919
-46% -$439K 0.04% 382
2020
Q2 		$906K Sell
6,329
-1,094
-15% -$144K 0.08% 274
2020
Q1 		$850K Sell
7,423
-680
-8% -$101K 0.09% 261
2019
Q4 		$1.34M Buy
8,103
+3,865
+91% +$611K 0.12% 235
2019
Q3 		$641K Sell
4,238
-93
-2% -$14.2K 0.06% 310
2019
Q2 		$673K Sell
4,331
-999
-19% -$154K 0.07% 294
2019
Q1 		$816K Sell
5,330
-1,181
-18% -$177K 0.09% 273
2018
Q4 		$872K Buy
6,511
+1,744
+37% +$260K 0.11% 242
2018
Q3 		$804K Buy
4,767
+1,766
+59% +$298K 0.09% 271
2018
Q2 		$492K Sell
3,001
-31
-1% -$4.96K 0.06% 306
2018
Q1 		$460K Buy
3,032
+379
+14% +$58.5K 0.07% 281
2017
Q4 		$405K Sell
2,653
-249
-9% -$37.4K 0.06% 299
2017
Q3 		$430K Sell
2,902
-26
-0.9% -$3.66K 0.07% 284
2017
Q2 		$413K Sell
2,928
-32
-1% -$4.43K 0.08% 252
2017
Q1 		$407K Sell
2,960
-6
-0.2% -$820 0.09% 243
2016
Q4 		$400K Buy
2,966
+464
+19% +$59.3K 0.1% 222
2016
Q3 		$311K Buy
2,502
+237
+10% +$28.8K 0.08% 243
2016
Q2 		$260K Sell
2,265
-168
-7% -$19K 0.08% 238
2016
Q1 		$269K Buy
+2,433
New +$252K 0.09% 233

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

Snowden Capital Advisors's IWM Position: Q1 2026 in Review

Snowden Capital Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 1.4% in Q1 2026, selling an estimated $96.2K and leaving 25,575 shares worth $6.34M. The position accounts for 0.17% of the portfolio, ranked #132.

Snowden Capital Advisors first reported a position in IWM in Q1 2016 and has held it in 41 quarters since. The position peaked at $7.32M in Q2 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Snowden Capital Advisors held 25,575 shares of iShares Russell 2000 ETF worth $6.34M as of Q1 2026.
  • Snowden Capital Advisors sold 373 iShares Russell 2000 ETF shares in Q1 2026, an estimated $96.2K.
  • iShares Russell 2000 ETF made up 0.17% of Snowden Capital Advisors's portfolio in Q1 2026, its #132 holding.
  • Snowden Capital Advisors first reported a position in iShares Russell 2000 ETF in Q1 2016 and has held it in 41 quarters since.
  • Snowden Capital Advisors's iShares Russell 2000 ETF position peaked at $7.32M in Q2 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.