U.S. Capital Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

U.S. Capital 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	$2.64M	Buy	10,661 +5,149	+93%	+$1.33M	0.07%	279
2025 Q4	$1.36M	Buy	5,512 +436	+9%	+$107K	0.04%	421
2025 Q3	$1.23M	Buy	5,076 +798	+19%	+$183K	0.03%	432
2025 Q2	$923K	Sell	4,278 -828	-16%	-$167K	0.03%	440
2025 Q1	$1.02M	Sell	5,106 -1,574	-24%	-$341K	0.03%	423
2024 Q4	$1.48M	Buy	6,680 +4,166	+166%	+$950K	0.05%	354
2024 Q3	$555K	Buy	2,514 +360	+17%	+$77K	0.02%	453
2024 Q2	$437K	Sell	2,154 -8	-0.4%	-$1.62K	0.02%	482
2024 Q1	$455K	Sell	2,162 -828	-28%	-$165K	0.02%	479
2023 Q4	$600K	Sell	2,990 -4,270	-59%	-$765K	0.02%	417
2023 Q3	$1.28M	Buy	7,260 +206	+3%	+$38.7K	0.06%	274
2023 Q2	$1.32M	Buy	7,054 +835	+13%	+$149K	0.06%	277
2023 Q1	$1.11M	Buy	6,219 +1,674	+37%	+$308K	0.05%	284
2022 Q4	$792K	Buy	4,545 +2,629	+137%	+$468K	0.04%	370
2022 Q3	$316K	Buy	1,916 +163	+9%	+$29.7K	0.02%	512
2022 Q2	$297K	Buy	1,753 +362	+26%	+$66.7K	0.01%	556
2022 Q1	$286K	Buy	1,391 +320	+30%	+$65.3K	0.01%	612
2021 Q4	$238K	Buy	+1,071	New	+$242K	0.01%	647

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

U.S. Capital Wealth Advisors's IWM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 93% in Q1 2026, buying an estimated $1.33M and bringing the position to 10,661 shares worth $2.64M. The position accounts for 0.07% of the portfolio, ranked #279.

U.S. Capital Wealth Advisors first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

U.S. Capital Wealth Advisors held 10,661 shares of iShares Russell 2000 ETF worth $2.64M as of Q1 2026.
U.S. Capital Wealth Advisors bought 5,149 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.33M.
iShares Russell 2000 ETF made up 0.07% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #279 holding.
U.S. Capital Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.