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Wealth Advisors of Tampa Bay’s iShares Russell 2000 ETF IWM Stock Holding History

Wealth Advisors of Tampa Bay’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 		$217K Hold
874
– – 0.07% 88
2025
Q4 		$215K Sell
874
-27
-3% -$6.64K 0.07% 87
2025
Q3 		$218K Sell
901
-270
-23% -$62K 0.07% 89
2025
Q2 		$253K Hold
1,171
– – 0.1% 80
2025
Q1 		$234K Buy
1,171
+8
+0.7% +$1.74K 0.1% 85
2024
Q4 		$257K Sell
1,163
-59
-5% -$13.5K 0.11% 76
2024
Q3 		$270K Buy
1,222
+17
+1% +$3.64K 0.11% 78
2024
Q2 		$244K Buy
1,205
+18
+2% +$3.64K 0.11% 75
2024
Q1 		$250K Sell
1,187
-20
-2% -$3.99K 0.12% 73
2023
Q4 		$242K Sell
1,207
-1,477
-55% -$265K 0.12% 73
2023
Q3 		$474K Buy
2,684
+1,317
+96% +$247K 0.13% 69
2023
Q2 		$256K Sell
1,367
-209
-13% -$37.3K 0.14% 68
2023
Q1 		$281K Buy
1,576
+22
+1% +$4.05K 0.16% 63
2022
Q4 		$271K Sell
1,554
-14
-0.9% -$2.49K 0.17% 64
2022
Q3 		$259K Sell
1,568
-1,424
-48% -$260K 0.18% 67
2022
Q2 		$507K Hold
2,992
– – 0.16% 69
2022
Q1 		$614K Buy
2,992
+36
+1% +$7.34K 0.17% 69
2021
Q4 		$658K Buy
2,956
+1,478
+100% +$334K 0.16% 75
2021
Q3 		$323K Buy
1,478
+265
+22% +$58.7K 0.18% 74
2021
Q2 		$278K Hold
1,213
– – 0.15% 77
2021
Q1 		$268K Buy
+1,213
New +$265K 0.16% 77

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 $303B AUM 53.02% 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

Wealth Advisors of Tampa Bay's IWM Position: Q1 2026 in Review

Wealth Advisors of Tampa Bay held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 874 shares worth $217K. The position accounts for 0.07% of the portfolio, ranked #88.

Wealth Advisors of Tampa Bay first reported a position in IWM in Q1 2021 and has held it in 21 quarters since. The position peaked at $658K in Q4 2021. 2,570 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Wealth Advisors of Tampa Bay held 874 shares of iShares Russell 2000 ETF worth $217K as of Q1 2026.
  • Wealth Advisors of Tampa Bay left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 ETF made up 0.07% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #88 holding.
  • Wealth Advisors of Tampa Bay first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 21 quarters since.
  • Wealth Advisors of Tampa Bay's iShares Russell 2000 ETF position peaked at $658K in Q4 2021.
  • 2,570 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.