WWC
IWM icon

Waypoint Wealth Counsel’s iShares Russell 2000 ETF IWM Stock Holding History

Waypoint Wealth Counsel’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 		$474K Sell
1,911
-18,636
-91% -$4.81M 0.25% 83
2025
Q4 		$5.06M Buy
20,547
+162
+0.8% +$39.8K 1.85% 11
2025
Q3 		$4.93M Buy
20,385
+841
+4% +$193K 1.95% 11
2025
Q2 		$4.22M Sell
19,544
-674
-3% -$136K 2.09% 11
2025
Q1 		$4.03M Sell
20,218
-2,832
-12% -$614K 2.53% 10
2024
Q4 		$5.09M Buy
23,050
+3,321
+17% +$757K 3.32% 9
2024
Q3 		$4.36M Buy
19,729
+335
+2% +$71.7K 2.93% 9
2024
Q2 		$3.93M Sell
19,394
-66
-0.3% -$13.3K 3.01% 9
2024
Q1 		$4.09M Buy
19,460
+1,398
+8% +$279K 3.15% 9
2023
Q4 		$3.63M Buy
18,062
+1,511
+9% +$271K 3.09% 9
2023
Q3 		$2.93M Sell
16,551
-931
-5% -$175K 2.76% 10
2023
Q2 		$3.27M Buy
17,482
+183
+1% +$32.6K 2.93% 10
2023
Q1 		$3.09M Buy
17,299
+758
+5% +$140K 2.39% 12
2022
Q4 		$2.88M Buy
+16,541
New +$2.94M 2.32% 13

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

Waypoint Wealth Counsel's IWM Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its iShares Russell 2000 ETF (IWM) stake by 91% in Q1 2026, selling an estimated $4.81M and leaving 1,911 shares worth $474K. The position accounts for 0.25% of the portfolio, ranked #83.

Waypoint Wealth Counsel first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.09M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Waypoint Wealth Counsel held 1,911 shares of iShares Russell 2000 ETF worth $474K as of Q1 2026.
  • Waypoint Wealth Counsel sold 18,636 iShares Russell 2000 ETF shares in Q1 2026, an estimated $4.81M.
  • iShares Russell 2000 ETF made up 0.25% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #83 holding.
  • Waypoint Wealth Counsel first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
  • Waypoint Wealth Counsel's iShares Russell 2000 ETF position peaked at $5.09M in Q4 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.