Stage Harbor Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Stage Harbor Financial’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	$965K	Hold	3,889	–	–	0.64%	24
2025 Q4	$957K	Buy	3,889 +11	+0.3%	+$2.7K	0.65%	21
2025 Q3	$938K	Buy	3,878 +415	+12%	+$95.2K	0.69%	21
2025 Q2	$747K	Buy	3,463 +204	+6%	+$41.1K	0.61%	22
2025 Q1	$650K	Hold	3,259	–	–	0.55%	24
2024 Q4	$720K	Hold	3,259	–	–	0.63%	20
2024 Q3	$721K	Hold	3,259	–	–	0.66%	20
2024 Q2	$661K	Hold	3,259	–	–	0.64%	20
2024 Q1	$685K	Hold	3,259	–	–	0.62%	22
2023 Q4	$654K	Buy	+3,259	New	+$584K	0.63%	20

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

Stage Harbor Financial's IWM Position: Q1 2026 in Review

Stage Harbor Financial held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 3,889 shares worth $965K. The position accounts for 0.64% of the portfolio, ranked #24.

Stage Harbor Financial first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Stage Harbor Financial held 3,889 shares of iShares Russell 2000 ETF worth $965K as of Q1 2026.
Stage Harbor Financial left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.64% of Stage Harbor Financial's portfolio in Q1 2026, its #24 holding.
Stage Harbor Financial first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Stage Harbor Financial's 13F filing for Q1 2026, filed 4 May 2026.