WCG Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

WCG Wealth 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	$6.18M	Buy	24,921 +2,624	+12%	+$677K	0.17%	130
2025 Q4	$5.49M	Buy	+22,297	New	+$5.48M	0.15%	142
2022 Q4	–	Sell	-3,857	Closed	-$652K	–	218
2022 Q3	$652K	Buy	3,857 +1,551	+67%	+$283K	0.09%	162
2022 Q2	$391K	Buy	+2,306	New	+$425K	0.05%	187

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

WCG Wealth Advisors's IWM Position: Q1 2026 in Review

WCG Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 12% in Q1 2026, buying an estimated $677K and bringing the position to 24,921 shares worth $6.18M. The position accounts for 0.17% of the portfolio, ranked #130.

WCG Wealth Advisors first reported a position in IWM in Q2 2022 and has held it in 4 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

WCG Wealth Advisors held 24,921 shares of iShares Russell 2000 ETF worth $6.18M as of Q1 2026.
WCG Wealth Advisors bought 2,624 iShares Russell 2000 ETF shares in Q1 2026, an estimated $677K.
iShares Russell 2000 ETF made up 0.17% of WCG Wealth Advisors's portfolio in Q1 2026, its #130 holding.
WCG Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 4 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.