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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
Q2 		$347K Buy
1,156
+62
+6% +$17.4K 0.16% 112
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

W Advisors LLC's IWM Position: Q2 2026 in Review

W Advisors LLC increased its iShares Russell 2000 ETF (IWM) stake by 5.7% in Q2 2026, buying an estimated $17.4K and bringing the position to 1,156 shares worth $347K. The position accounts for 0.16% of the portfolio, ranked #112.

W Advisors LLC first reported a position in IWM in Q3 2024 and has held it in 6 quarters since. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • W Advisors LLC held 1,156 shares of iShares Russell 2000 ETF worth $347K as of Q2 2026.
  • W Advisors LLC bought 62 iShares Russell 2000 ETF shares in Q2 2026, an estimated $17.4K.
  • iShares Russell 2000 ETF made up 0.16% of W Advisors LLC's portfolio in Q2 2026, its #112 holding.
  • W Advisors LLC first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 6 quarters since.
  • 2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.