TCI Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $408K | Sell |
1,646
-27
| -2% | -$6.96K | 0.02% | 165 |
|
|
2025
Q4 | $412K | Sell |
1,673
-206
| -11% | -$50.6K | 0.02% | 160 |
|
|
2025
Q3 | $455K | Sell |
1,879
-40
| -2% | -$9.18K | 0.03% | 156 |
|
|
2025
Q2 | $414K | Buy |
1,919
+365
| +23% | +$73.5K | 0.03% | 159 |
|
|
2025
Q1 | $310K | Buy |
1,554
+2
| +0.1% | +$434 | 0.02% | 168 |
|
|
2024
Q4 | $343K | Buy |
1,552
+101
| +7% | +$23K | 0.03% | 159 |
|
|
2024
Q3 | $321K | Sell |
1,451
-44
| -3% | -$9.41K | 0.03% | 171 |
|
|
2024
Q2 | $303K | Buy |
1,495
+4
| +0.3% | +$808 | 0.03% | 175 |
|
|
2024
Q1 | $314K | Sell |
1,491
-93
| -6% | -$18.6K | 0.03% | 167 |
|
|
2023
Q4 | $318K | Sell |
1,584
-115
| -7% | -$20.6K | 0.03% | 154 |
|
|
2023
Q3 | $300K | Hold |
1,699
| – | – | 0.04% | 153 |
|
|
2023
Q2 | $318K | Buy |
1,699
+48
| +3% | +$8.56K | 0.04% | 146 |
|
|
2023
Q1 | $295K | Buy |
1,651
+275
| +20% | +$50.6K | 0.04% | 151 |
|
|
2022
Q4 | $240K | Sell |
1,376
-124
| -8% | -$22.1K | 0.03% | 159 |
|
|
2022
Q3 | $247K | Sell |
1,500
-94
| -6% | -$17.1K | 0.04% | 140 |
|
|
2022
Q2 | $270K | Buy |
1,594
+70
| +5% | +$12.9K | 0.04% | 142 |
|
|
2022
Q1 | $313K | Buy |
1,524
+202
| +15% | +$41.2K | 0.05% | 137 |
|
|
2021
Q4 | $294K | Sell |
1,322
-268
| -17% | -$60.6K | 0.04% | 136 |
|
|
2021
Q3 | $348K | Sell |
1,590
-2
| -0.1% | -$443 | 0.05% | 136 |
|
|
2021
Q2 | $365K | Sell |
1,592
-261
| -14% | -$58.7K | 0.06% | 140 |
|
|
2021
Q1 | $409K | Buy |
1,853
+154
| +9% | +$33.6K | 0.17% | 114 |
|
|
2020
Q4 | $333K | Sell |
1,699
-268
| -14% | -$46.9K | 0.15% | 122 |
|
|
2020
Q3 | $295K | Sell |
1,967
-95
| -5% | -$14.3K | 0.12% | 125 |
|
|
2020
Q2 | $295K | Sell |
2,062
-164
| -7% | -$21.5K | 0.13% | 116 |
|
|
2020
Q1 | $255K | Sell |
2,226
-373
| -14% | -$55.6K | 0.13% | 121 |
|
|
2019
Q4 | $431K | Sell |
2,599
-382
| -13% | -$60.4K | 0.17% | 99 |
|
|
2019
Q3 | $451K | Sell |
2,981
-89
| -3% | -$13.6K | 0.2% | 87 |
|
|
2019
Q2 | $477K | Sell |
3,070
-1,255
| -29% | -$193K | 0.21% | 82 |
|
|
2019
Q1 | $662K | Buy |
4,325
+215
| +5% | +$32.3K | 0.29% | 72 |
|
|
2018
Q4 | $550K | Hold |
4,110
| – | – | 0.27% | 76 |
|
|
2018
Q3 | $693K | Sell |
4,110
-69
| -2% | -$11.6K | 0.29% | 67 |
|
|
2018
Q2 | $684K | Buy |
4,179
+1,257
| +43% | +$201K | 0.3% | 68 |
|
|
2018
Q1 | $444K | Sell |
2,922
-151
| -5% | -$23.3K | 0.21% | 87 |
|
|
2017
Q4 | $469K | Buy |
3,073
+164
| +6% | +$24.6K | 0.21% | 89 |
|
|
2017
Q3 | $431K | Sell |
2,909
-10
| -0.3% | -$1.41K | 0.21% | 84 |
|
|
2017
Q2 | $411K | Buy |
2,919
+388
| +15% | +$53.7K | 0.21% | 84 |
|
|
2017
Q1 | $348K | Sell |
2,531
-213
| -8% | -$29.1K | 0.18% | 89 |
|
|
2016
Q4 | $370K | Buy |
2,744
+93
| +4% | +$11.9K | 0.19% | 86 |
|
|
2016
Q3 | $329K | Hold |
2,651
| – | – | 0.18% | 91 |
|
|
2016
Q2 | $305K | Sell |
2,651
-59
| -2% | -$6.66K | 0.17% | 96 |
|
|
2016
Q1 | $300K | Buy |
2,710
+795
| +42% | +$82.3K | 0.17% | 97 |
|
|
2015
Q4 | $216K | Buy |
1,915
+194
| +11% | +$22.4K | 0.12% | 127 |
|
|
2015
Q3 | $188K | Buy |
1,721
+879
| +104% | +$104K | 0.11% | 133 |
|
|
2015
Q2 | $105K | Sell |
842
-104
| -11% | -$13K | 0.06% | 189 |
|
|
2015
Q1 | $118K | Buy |
946
+187
| +25% | +$22.5K | 0.07% | 159 |
|
|
2014
Q4 | $91K | Sell |
759
-156
| -17% | -$17.8K | 0.06% | 188 |
|
|
2014
Q3 | $100K | Buy |
915
+72
| +9% | +$8.24K | 0.06% | 169 |
|
|
2014
Q2 | $100K | Sell |
843
-1,860
| -69% | -$211K | 0.06% | 170 |
|
|
2014
Q1 | $314K | Sell |
2,703
-37
| -1% | -$4.27K | 0.2% | 86 |
|
|
2013
Q4 | $316K | Buy |
2,740
+1,556
| +131% | +$172K | 0.2% | 87 |
|
|
2013
Q3 | $126K | Sell |
1,184
-52
| -4% | -$5.38K | 0.1% | 136 |
|
|
2013
Q2 | $120K | Buy |
+1,236
| New | +$118K | 0.09% | 136 |
|
Other funds holding IWM
TCI Wealth Advisors's IWM Position: Q1 2026 in Review
TCI Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q1 2026, selling an estimated $6.96K and leaving 1,646 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #165.
TCI Wealth Advisors first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $693K in Q3 2018. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- TCI Wealth Advisors held 1,646 shares of iShares Russell 2000 ETF worth $408K as of Q1 2026.
- TCI Wealth Advisors sold 27 iShares Russell 2000 ETF shares in Q1 2026, an estimated $6.96K.
- iShares Russell 2000 ETF made up 0.02% of TCI Wealth Advisors's portfolio in Q1 2026, its #165 holding.
- TCI Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
- TCI Wealth Advisors's iShares Russell 2000 ETF position peaked at $693K in Q3 2018.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on TCI Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.