SRH Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

SRH 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	$17.4K	Hold	70	–	–	0.01%	187
2025 Q4	$17.2K	Hold	70	–	–	0.01%	190
2025 Q3	$16.9K	Hold	70	–	–	﹤0.01%	180
2025 Q2	$15.1K	Hold	70	–	–	﹤0.01%	186
2025 Q1	$14K	Hold	70	–	–	﹤0.01%	190
2024 Q4	$15.5K	Hold	70	–	–	﹤0.01%	191
2024 Q3	$15.5K	Hold	70	–	–	﹤0.01%	194
2024 Q2	$14.2K	Hold	70	–	–	﹤0.01%	193
2024 Q1	$14.7K	Hold	70	–	–	﹤0.01%	194
2023 Q4	$14.1K	Hold	70	–	–	﹤0.01%	192
2023 Q3	$12.4K	Hold	70	–	–	0.01%	185
2023 Q2	$12.5K	Hold	70	–	–	0.01%	186
2023 Q1	$12K	Hold	70	–	–	0.01%	189
2022 Q4	$12K	Hold	70	–	–	0.01%	187
2022 Q3	$12K	Hold	70	–	–	0.02%	196
2022 Q2	$12K	Hold	70	–	–	0.01%	193
2022 Q1	$14K	Hold	70	–	–	0.02%	198
2021 Q4	$16K	Hold	70	–	–	0.02%	191
2021 Q3	$15K	Hold	70	–	–	0.02%	192
2021 Q2	$16K	Hold	70	–	–	0.02%	187
2021 Q1	$15K	Hold	70	–	–	0.02%	180
2020 Q4	$14K	Hold	70	–	–	0.02%	181
2020 Q3	$10K	Hold	70	–	–	0.02%	181
2020 Q2	$10K	Hold	70	–	–	0.02%	169
2020 Q1	$8K	Hold	70	–	–	0.02%	170
2019 Q4	$12K	Hold	70	–	–	0.04%	156
2019 Q3	$11K	Hold	70	–	–	0.04%	156
2019 Q2	$11K	Hold	70	–	–	0.04%	164
2019 Q1	$11K	Hold	70	–	–	0.04%	147
2018 Q4	$9K	Hold	70	–	–	0.03%	162
2018 Q3	$12K	Hold	70	–	–	0.04%	165
2018 Q2	$11K	Hold	70	–	–	0.04%	157
2018 Q1	$11K	Buy	+70	New	+$10.8K	0.04%	141

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

SRH Advisors's IWM Position: Q1 2026 in Review

SRH Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 70 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #187.

SRH Advisors first reported a position in IWM in Q1 2018 and has held it in 33 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

SRH Advisors held 70 shares of iShares Russell 2000 ETF worth $17.4K as of Q1 2026.
SRH Advisors left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.01% of SRH Advisors's portfolio in Q1 2026, its #187 holding.
SRH Advisors first reported a position in iShares Russell 2000 ETF in Q1 2018 and has held it in 33 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.