W Advisors LLC’s iShares Russell 2000 ETF IWM Stock Holding History

W Advisors LLC’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	$271K	Hold	1,094	–	–	0.14%	114
2025 Q4	$269K	Buy	1,094 +208	+23%	+$51.1K	0.14%	114
2025 Q3	$214K	Buy	+886	New	+$203K	0.11%	128
2025 Q1	–	Sell	-1,335	Closed	-$295K	–	122
2024 Q4	$295K	Buy	1,335 +112	+9%	+$25.5K	0.18%	97
2024 Q3	$270K	Buy	+1,223	New	+$262K	0.17%	99

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

W Advisors LLC's IWM Position: Q1 2026 in Review

W Advisors LLC held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,094 shares worth $271K. The position accounts for 0.14% of the portfolio, ranked #114.

W Advisors LLC first reported a position in IWM in Q3 2024 and has held it in 5 quarters since. The position peaked at $295K in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

W Advisors LLC held 1,094 shares of iShares Russell 2000 ETF worth $271K as of Q1 2026.
W Advisors LLC left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.14% of W Advisors LLC's portfolio in Q1 2026, its #114 holding.
W Advisors LLC first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 5 quarters since.
W Advisors LLC's iShares Russell 2000 ETF position peaked at $295K in Q4 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.