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Strategies Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Strategies Wealth 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 		$276K Buy
1,115
+1
+0.1% +$258 0.03% 146
2025
Q4 		$274K Sell
1,114
-1,415
-56% -$348K 0.03% 153
2025
Q3 		$612K Buy
2,529
+1,415
+127% +$325K 0.06% 88
2025
Q2 		$240K Sell
1,114
-729
-40% -$147K 0.03% 165
2025
Q1 		$368K Sell
1,843
-4,179
-69% -$907K 0.04% 124
2024
Q4 		$1.37M Buy
6,022
+2,127
+55% +$485K 0.17% 42
2024
Q3 		$860K Buy
3,895
+2,039
+110% +$436K 0.12% 46
2024
Q2 		$377K Buy
1,856
+487
+36% +$98.4K 0.05% 68
2024
Q1 		$288K Buy
1,369
+140
+11% +$27.9K 0.04% 80
2023
Q4 		$247K Sell
1,229
-196
-14% -$35.1K 0.04% 77
2023
Q3 		$252K Buy
1,425
+100
+8% +$18.8K 0.05% 70
2023
Q2 		$248K Buy
1,325
+1
+0.1% +$178 0.05% 75
2023
Q1 		$236K Sell
1,324
-28
-2% -$5.16K 0.05% 72
2022
Q4 		$236K Buy
+1,352
New +$240K 0.06% 70

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

Strategies Wealth Advisors's IWM Position: Q1 2026 in Review

Strategies Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.09% in Q1 2026, buying an estimated $258 and bringing the position to 1,115 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #146.

Strategies Wealth Advisors first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.37M in Q4 2024. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Strategies Wealth Advisors held 1,115 shares of iShares Russell 2000 ETF worth $276K as of Q1 2026.
  • Strategies Wealth Advisors bought 1 iShares Russell 2000 ETF share in Q1 2026, an estimated $258.
  • iShares Russell 2000 ETF made up 0.03% of Strategies Wealth Advisors's portfolio in Q1 2026, its #146 holding.
  • Strategies Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
  • Strategies Wealth Advisors's iShares Russell 2000 ETF position peaked at $1.37M in Q4 2024.
  • 2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.