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Stolz & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Stolz & Associates’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 		$266K Sell
985
-80
-8% -$20.6K 0.19% 25
2025
Q4 		$262K Buy
+1,065
New +$262K 0.2% 26

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

Stolz & Associates's IWM Position: Q1 2026 in Review

Stolz & Associates reduced its iShares Russell 2000 ETF (IWM) stake by 7.5% in Q1 2026, selling an estimated $20.6K and leaving 985 shares worth $266K. The position accounts for 0.19% of the portfolio, ranked #25.

Stolz & Associates first reported a position in IWM in Q4 2025 and has held it in 2 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Stolz & Associates held 985 shares of iShares Russell 2000 ETF worth $266K as of Q1 2026.
  • Stolz & Associates sold 80 iShares Russell 2000 ETF shares in Q1 2026, an estimated $20.6K.
  • iShares Russell 2000 ETF made up 0.19% of Stolz & Associates's portfolio in Q1 2026, its #25 holding.
  • Stolz & Associates first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Stolz & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.