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Walkner Condon Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Walkner Condon Financial 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 		$3.81M Sell
15,368
-47
-0.3% -$12.1K 0.5% 45
2025
Q4 		$3.79M Sell
15,415
-20
-0.1% -$4.92K 0.53% 41
2025
Q3 		$3.73M Buy
15,435
+214
+1% +$49.1K 0.59% 40
2025
Q2 		$3.28M Sell
15,221
-62
-0.4% -$12.5K 0.6% 40
2025
Q1 		$3.05M Buy
15,283
+234
+2% +$50.8K 0.62% 37
2024
Q4 		$3.33M Buy
15,049
+45
+0.3% +$10.3K 0.68% 37
2024
Q3 		$3.31M Sell
15,004
-199
-1% -$42.6K 0.68% 38
2024
Q2 		$3.08M Buy
15,203
+1,341
+10% +$271K 0.67% 43
2024
Q1 		$2.92M Hold
13,862
– – 0.62% 45
2023
Q4 		$2.78M Buy
13,862
+72
+0.5% +$12.9K 0.63% 41
2023
Q3 		$2.44M Hold
13,790
– – 0.65% 41
2023
Q2 		$2.58M Hold
13,790
– – 0.68% 38
2023
Q1 		$2.46M Hold
13,790
– – 0.69% 35
2022
Q4 		$2.4M Buy
13,790
+2,585
+23% +$460K 0.72% 34
2022
Q3 		$1.85M Sell
11,205
-16
-0.1% -$2.92K 0.6% 38
2022
Q2 		$1.9M Sell
11,221
-82
-0.7% -$15.1K 0.59% 40
2022
Q1 		$2.32M Buy
+11,303
New +$2.31M 0.66% 37

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Walkner Condon Financial Advisors's IWM Position: Q1 2026 in Review

Walkner Condon Financial Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.3% in Q1 2026, selling an estimated $12.1K and leaving 15,368 shares worth $3.81M. The position accounts for 0.5% of the portfolio, ranked #45.

Walkner Condon Financial Advisors first reported a position in IWM in Q1 2022 and has held it in 17 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Walkner Condon Financial Advisors held 15,368 shares of iShares Russell 2000 ETF worth $3.81M as of Q1 2026.
  • Walkner Condon Financial Advisors sold 47 iShares Russell 2000 ETF shares in Q1 2026, an estimated $12.1K.
  • iShares Russell 2000 ETF made up 0.5% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #45 holding.
  • Walkner Condon Financial Advisors first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 17 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.