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

Stratos 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 		$16M Buy
64,480
+739
+1% +$191K 0.98% 16
2025
Q4 		$15.7M Sell
63,741
-548
-0.9% -$135K 0.76% 26
2025
Q3 		$15.6M Sell
64,289
-307
-0.5% -$70.4K 0.75% 28
2025
Q2 		$13.9M Sell
64,596
-12,202
-16% -$2.46M 0.74% 27
2025
Q1 		$15.3M Sell
76,798
-3,693
-5% -$801K 0.84% 26
2024
Q4 		$17.8M Sell
80,491
-622
-0.8% -$142K 0.85% 23
2024
Q3 		$17.9M Sell
81,113
-8,790
-10% -$1.88M 0.82% 24
2024
Q2 		$18.2M Buy
89,903
+9,856
+12% +$1.99M 0.9% 19
2024
Q1 		$16.8M Buy
80,047
+1,808
+2% +$361K 1% 16
2023
Q4 		$15.7M Buy
78,239
+997
+1% +$179K 0.9% 15
2023
Q3 		$13.7M Buy
77,242
+7,138
+10% +$1.34M 0.9% 15
2023
Q2 		$13.1M Buy
70,104
+330
+0.5% +$58.8K 0.93% 14
2023
Q1 		$12.4M Buy
69,774
+931
+1% +$171K 0.96% 13
2022
Q4 		$12M Buy
68,843
+57,051
+484% +$10.1M 1% 10
2022
Q3 		$1.95M Sell
11,792
-38
-0.3% -$6.93K 0.2% 140
2022
Q2 		$2M Sell
11,830
-1,243
-10% -$229K 0.18% 145
2022
Q1 		$2.68M Buy
13,073
+2,800
+27% +$571K 0.22% 123
2021
Q4 		$2.29M Buy
10,273
+6,099
+146% +$1.38M 0.16% 166
2021
Q3 		$913K Sell
4,174
-16,889
-80% -$3.74M 0.08% 265
2021
Q2 		$4.83M Buy
21,063
+6,283
+43% +$1.41M 0.43% 59
2021
Q1 		$3.27M Buy
14,780
+10,433
+240% +$2.28M 0.35% 79
2020
Q4 		$852K Sell
4,347
-322
-7% -$56.3K 0.12% 180
2020
Q3 		$699K Sell
4,669
-3,634
-44% -$547K 0.17% 141
2020
Q2 		$1.19M Buy
8,303
+7,751
+1,404% +$1.02M 0.36% 73
2020
Q1 		$63K Sell
552
-713
-56% -$106K 0.04% 181
2019
Q4 		$210K Sell
1,265
-1,450
-53% -$229K 0.12% 153
2019
Q3 		$411K Buy
2,715
+1,206
+80% +$184K 0.16% 141
2019
Q2 		$235K Buy
1,509
+3
+0.2% +$462 0.09% 207
2019
Q1 		$231K Sell
1,506
-75
-5% -$11.3K 0.12% 187
2018
Q4 		$212K Buy
+1,581
New +$236K 0.14% 173

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

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

Stratos Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 1.2% in Q1 2026, buying an estimated $191K and bringing the position to 64,480 shares worth $16M. The position accounts for 0.98% of the portfolio, ranked #16.

Stratos Wealth Advisors first reported a position in IWM in Q4 2018 and has held it in 30 quarters since. The position peaked at $18.2M in Q2 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Stratos Wealth Advisors held 64,480 shares of iShares Russell 2000 ETF worth $16M as of Q1 2026.
  • Stratos Wealth Advisors bought 739 iShares Russell 2000 ETF shares in Q1 2026, an estimated $191K.
  • iShares Russell 2000 ETF made up 0.98% of Stratos Wealth Advisors's portfolio in Q1 2026, its #16 holding.
  • Stratos Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 30 quarters since.
  • Stratos Wealth Advisors's iShares Russell 2000 ETF position peaked at $18.2M in Q2 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.