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Sound View Wealth Advisors Group’s iShares Russell 2000 ETF IWM Stock Holding History

Sound View Wealth Advisors 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 		$3.59M Sell
14,492
-93
-0.6% -$24K 0.24% 90
2025
Q4 		$3.59M Buy
14,585
+38
+0.3% +$9.34K 0.24% 92
2025
Q3 		$3.52M Buy
14,547
+212
+1% +$48.6K 0.24% 93
2025
Q2 		$3.09M Buy
14,335
+286
+2% +$57.6K 0.23% 99
2025
Q1 		$2.8M Buy
14,049
+176
+1% +$38.2K 0.23% 95
2024
Q4 		$3.07M Buy
13,873
+287
+2% +$65.4K 0.25% 90
2024
Q3 		$3M Buy
13,586
+2,724
+25% +$583K 0.25% 94
2024
Q2 		$2.2M Buy
10,862
+1,127
+12% +$228K 0.23% 101
2024
Q1 		$2.05M Sell
9,735
-1,133
-10% -$226K 0.22% 110
2023
Q4 		$2.18M Sell
10,868
-214
-2% -$38.3K 0.24% 103
2023
Q3 		$1.96M Buy
11,082
+1,144
+12% +$215K 0.24% 96
2023
Q2 		$1.86M Buy
9,938
+455
+5% +$81.1K 0.24% 93
2023
Q1 		$1.69M Sell
9,483
-1,385
-13% -$255K 0.23% 96
2022
Q4 		$2.18M Buy
10,868
+4,028
+59% +$716K 0.24% 103
2022
Q3 		$1.13M Buy
6,840
+75
+1% +$13.7K 0.25% 101
2022
Q2 		$1.15M Buy
6,765
+383
+6% +$70.6K 0.24% 102
2022
Q1 		$1.31M Buy
6,382
+223
+4% +$45.5K 0.25% 99
2021
Q4 		$1.37M Buy
6,159
+170
+3% +$38.4K 0.26% 97
2021
Q3 		$1.31M Buy
5,989
+1,194
+25% +$265K 0.27% 92
2021
Q2 		$1.1M Buy
4,795
+455
+10% +$102K 0.23% 106
2021
Q1 		$959K Buy
4,340
+124
+3% +$27.1K 0.22% 102
2020
Q4 		$827K Sell
4,216
-33
-0.8% -$5.78K 0.2% 113
2020
Q3 		$636K Buy
4,249
+329
+8% +$49.5K 0.17% 128
2020
Q2 		$561K Buy
3,920
+985
+34% +$129K 0.16% 124
2020
Q1 		$336K Sell
2,935
-506
-15% -$75.4K 0.12% 150
2019
Q4 		$570K Buy
3,441
+3
+0.1% +$474 0.16% 131
2019
Q3 		$520K Sell
3,438
-123
-3% -$18.8K 0.16% 136
2019
Q2 		$554K Buy
+3,561
New +$549K 0.16% 134

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

Sound View Wealth Advisors Group's IWM Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its iShares Russell 2000 ETF (IWM) stake by 0.64% in Q1 2026, selling an estimated $24K and leaving 14,492 shares worth $3.59M. The position accounts for 0.24% of the portfolio, ranked #90.

Sound View Wealth Advisors Group first reported a position in IWM in Q2 2019 and has held it in 28 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Sound View Wealth Advisors Group held 14,492 shares of iShares Russell 2000 ETF worth $3.59M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 93 iShares Russell 2000 ETF shares in Q1 2026, an estimated $24K.
  • iShares Russell 2000 ETF made up 0.24% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #90 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares Russell 2000 ETF in Q2 2019 and has held it in 28 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.