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

Stratos Wealth Partners’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	$36.3M	Buy	146,323 +21,897	+18%	+$5.65M	0.41%	42
2025 Q4	$30.6M	Buy	124,426 +16,829	+16%	+$4.14M	0.35%	52
2025 Q3	$26M	Sell	107,597 -286	-0.3%	-$65.6K	0.31%	66
2025 Q2	$23.3M	Sell	107,883 -4,019	-4%	-$809K	0.31%	64
2025 Q1	$22.3M	Sell	111,902 -33,265	-23%	-$7.22M	0.34%	62
2024 Q4	$32.1M	Buy	145,167 +1,749	+1%	+$399K	0.45%	37
2024 Q3	$31.7M	Buy	143,418 +13,756	+11%	+$2.94M	0.46%	37
2024 Q2	$26.3M	Buy	129,662 +6,990	+6%	+$1.41M	0.42%	41
2024 Q1	$25.8M	Buy	122,672 +63,608	+108%	+$12.7M	0.43%	40
2023 Q4	$11.9M	Buy	59,064 +5,061	+9%	+$907K	0.22%	99
2023 Q3	$9.54M	Buy	54,003 +9,150	+20%	+$1.72M	0.21%	103
2023 Q2	$8.4M	Buy	44,853 +2,718	+6%	+$485K	0.19%	117
2023 Q1	$7.52M	Sell	42,135 -3,996	-9%	-$736K	0.2%	108
2022 Q4	$8.04M	Buy	46,131 +1,950	+4%	+$347K	0.2%	104
2022 Q3	$7.29M	Buy	44,181 +3,765	+9%	+$687K	0.2%	102
2022 Q2	$6.84M	Sell	40,416 -12,623	-24%	-$2.33M	0.17%	122
2022 Q1	$10.9M	Buy	53,039 +10,585	+25%	+$2.16M	0.24%	88
2021 Q4	$9.44M	Buy	42,454 +1,954	+5%	+$442K	0.21%	105
2021 Q3	$8.86M	Sell	40,500 -906	-2%	-$201K	0.23%	93
2021 Q2	$9.5M	Buy	41,406 +1,843	+5%	+$414K	0.24%	82
2021 Q1	$8.74M	Sell	39,563 -2,014	-5%	-$440K	0.24%	89
2020 Q4	$8.15M	Buy	41,577 +582	+1%	+$102K	0.24%	93
2020 Q3	$6.14M	Sell	40,995 -1,250	-3%	-$188K	0.2%	118
2020 Q2	$6.05M	Sell	42,245 -1,990	-4%	-$261K	0.22%	112
2020 Q1	$5.06M	Sell	44,235 -1,188	-3%	-$177K	0.23%	96
2019 Q4	$7.53M	Sell	45,423 -70	-0.2%	-$11.1K	0.3%	70
2019 Q3	$6.88M	Sell	45,493 -1,141	-2%	-$174K	0.3%	69
2019 Q2	$7.25M	Buy	46,634 +4,035	+9%	+$622K	0.31%	63
2019 Q1	$6.52M	Sell	42,599 -604	-1%	-$90.8K	0.29%	66
2018 Q4	$5.79M	Sell	43,203 -45,664	-51%	-$6.81M	0.3%	65
2018 Q3	$15M	Buy	88,867 +14,959	+20%	+$2.53M	0.67%	22
2018 Q2	$12.1M	Buy	73,908 +1,476	+2%	+$236K	0.54%	34
2018 Q1	$11M	Sell	72,432 -1,500	-2%	-$232K	0.46%	38
2017 Q4	$11.3M	Buy	73,932 +2,381	+3%	+$358K	0.51%	34
2017 Q3	$10.6M	Buy	71,551 +254	+0.4%	+$35.7K	0.5%	37
2017 Q2	$10M	Buy	71,297 +2,464	+4%	+$341K	0.52%	41
2017 Q1	$9.46M	Sell	68,833 -11,167	-14%	-$1.53M	0.53%	40
2016 Q4	$10.8M	Buy	80,000 +45,433	+131%	+$5.81M	0.67%	29
2016 Q3	$4.29M	Buy	34,567 +8,985	+35%	+$1.09M	0.29%	73
2016 Q2	$2.94M	Sell	25,582 -6,697	-21%	-$756K	0.22%	91
2016 Q1	$3.57M	Sell	32,279 -23,058	-42%	-$2.39M	0.31%	60
2015 Q4	$6.23M	Buy	55,337 +35,538	+179%	+$4.1M	0.52%	39
2015 Q3	$2.17M	Sell	19,799 -35,724	-64%	-$4.24M	0.27%	79
2015 Q2	$6.93M	Buy	55,523 +698	+1%	+$87.2K	0.89%	18
2015 Q1	$6.82M	Buy	54,825 +17,519	+47%	+$2.11M	0.81%	20
2014 Q4	$4.46M	Buy	37,306 +34,212	+1,106%	+$3.91M	0.8%	20
2014 Q3	$338K	Buy	+3,094	New	+$354K	0.08%	214

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

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

Stratos Wealth Partners increased its iShares Russell 2000 ETF (IWM) stake by 18% in Q1 2026, buying an estimated $5.65M and bringing the position to 146,323 shares worth $36.3M. The position accounts for 0.41% of the portfolio, ranked #42.

Stratos Wealth Partners first reported a position in IWM in Q3 2014 and has held it in 47 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Stratos Wealth Partners held 146,323 shares of iShares Russell 2000 ETF worth $36.3M as of Q1 2026.
Stratos Wealth Partners bought 21,897 iShares Russell 2000 ETF shares in Q1 2026, an estimated $5.65M.
iShares Russell 2000 ETF made up 0.41% of Stratos Wealth Partners's portfolio in Q1 2026, its #42 holding.
Stratos Wealth Partners first reported a position in iShares Russell 2000 ETF in Q3 2014 and has held it in 47 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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