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Soltis Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Soltis Investment 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 		$322K Buy
+1,300
New +$335K 0.02% 429
2025
Q4 		– Sell
-2,500
Closed -$215K – 540
2025
Q3 		$215K Buy
+2,500
New +$574K 0.01% 444

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

Soltis Investment Advisors's IWM Position: Q1 2026 in Review

Soltis Investment Advisors increased its iShares Russell 2000 ETF (IWM) stake by 16% in Q1 2026, buying an estimated $257K and bringing the position to 7,172 shares worth $1.78M. The position accounts for 0.11% of the portfolio, ranked #155.

Soltis Investment Advisors first reported a position in IWM in Q3 2022 and has held it in 15 quarters since. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Soltis Investment Advisors held 7,172 shares of iShares Russell 2000 ETF worth $1.78M as of Q1 2026.
  • Soltis Investment Advisors bought 996 iShares Russell 2000 ETF shares in Q1 2026, an estimated $257K.
  • iShares Russell 2000 ETF made up 0.11% of Soltis Investment Advisors's portfolio in Q1 2026, its #155 holding.
  • Soltis Investment Advisors first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 15 quarters since.
  • 2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.