ViaWealth’s iShares Russell 2000 ETF IWM Stock Holding History

ViaWealth’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	$258K	Hold	1,041	–	–	0.14%	143
2025 Q4	$256K	Sell	1,041 -2,577	-71%	-$634K	0.14%	135
2025 Q3	$875K	Sell	3,618 -429	-11%	-$98.4K	0.48%	58
2025 Q2	$873K	Buy	4,047 +100	+3%	+$20.1K	0.52%	56
2025 Q1	$787K	Sell	3,947 -771	-16%	-$167K	0.49%	63
2024 Q4	$1.04M	Hold	4,718	–	–	0.63%	43
2024 Q3	$1.04M	Hold	4,718	–	–	0.61%	47
2024 Q2	$957K	Hold	4,718	–	–	0.59%	50
2024 Q1	$992K	Buy	4,718 +1,886	+67%	+$376K	0.62%	47
2023 Q4	$568K	Hold	2,832	–	–	0.39%	89
2023 Q3	$501K	Hold	2,832	–	–	0.37%	89
2023 Q2	$530K	Hold	2,832	–	–	0.4%	86
2023 Q1	$505K	Hold	2,832	–	–	0.4%	86
2022 Q4	$504K	Buy	+2,832	New	+$504K	0.41%	85

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

ViaWealth's IWM Position: Q1 2026 in Review

ViaWealth held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,041 shares worth $258K. The position accounts for 0.14% of the portfolio, ranked #143.

ViaWealth first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.04M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

ViaWealth held 1,041 shares of iShares Russell 2000 ETF worth $258K as of Q1 2026.
ViaWealth left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.14% of ViaWealth's portfolio in Q1 2026, its #143 holding.
ViaWealth first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
ViaWealth's iShares Russell 2000 ETF position peaked at $1.04M in Q4 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.