UP Strategic Wealth Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

UP Strategic Wealth Investment 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	$553K	Hold	1,960	–	–	0.35%	48
2025 Q4	$519K	Hold	1,960	–	–	0.38%	43
2025 Q3	$491K	Hold	1,960	–	–	0.37%	44
2025 Q2	$423K	Hold	1,960	–	–	0.33%	50
2025 Q1	$391K	Hold	1,960	–	–	0.35%	50
2024 Q4	$433K	Hold	1,960	–	–	0.43%	42
2024 Q3	$433K	Hold	1,960	–	–	0.48%	39
2024 Q2	$398K	Hold	1,960	–	–	0.6%	34
2024 Q1	$412K	Hold	1,960	–	–	0.67%	33
2023 Q4	$393K	Buy	+1,960	New	+$351K	0.72%	34

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

UP Strategic Wealth Investment Advisors's IWM Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,960 shares worth $553K. The position accounts for 0.35% of the portfolio, ranked #48.

UP Strategic Wealth Investment Advisors first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

UP Strategic Wealth Investment Advisors held 1,960 shares of iShares Russell 2000 ETF worth $553K as of Q1 2026.
UP Strategic Wealth Investment Advisors left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.35% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #48 holding.
UP Strategic Wealth Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.