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Wealth Advisory Solutions’s iShares Russell 2000 ETF IWM Stock Holding History

Wealth Advisory Solutions’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 		$4.1M Sell
16,543
-1,137
-6% -$293K 0.91% 31
2025
Q4 		$4.35M Sell
17,680
-992
-5% -$244K 1.01% 27
2025
Q3 		$4.52M Sell
18,672
-157
-0.8% -$36K 1.09% 25
2025
Q2 		$4.06M Buy
18,829
+161
+0.9% +$32.4K 1.03% 27
2025
Q1 		$3.72M Sell
18,668
-3,266
-15% -$708K 0.99% 27
2024
Q4 		$4.85M Sell
21,934
-140
-0.6% -$31.9K 1.36% 19
2024
Q3 		$4.88M Buy
22,074
+710
+3% +$152K 1.34% 23
2024
Q2 		$4.33M Buy
21,364
+30
+0.1% +$6.06K 1.17% 26
2024
Q1 		$4.49M Sell
21,334
-1,500
-7% -$299K 1.16% 26
2023
Q4 		$4.58M Sell
22,834
-23,587
-51% -$4.23M 1.6% 24
2023
Q3 		$8.75M Buy
46,421
+22,903
+97% +$4.3M 1.71% 17
2023
Q2 		$4.4M Sell
23,518
-40
-0.2% -$7.13K 1.17% 26
2023
Q1 		$4.2M Sell
23,558
-520
-2% -$95.7K 1.12% 27
2022
Q4 		$4.2M Sell
24,078
-373
-2% -$66.3K 1.13% 22
2022
Q3 		$4.03M Buy
24,451
+16
+0.1% +$2.92K 1.11% 25
2022
Q2 		$4.14M Sell
24,435
-5,187
-18% -$956K 1.02% 31
2022
Q1 		$6.08M Buy
+29,622
New +$6.04M 1.26% 22
2021
Q3 		$6.99M Buy
31,940
+264
+0.8% +$58.5K 1.55% 12
2021
Q2 		$7.26M Sell
31,676
-23,062
-42% -$5.19M 1.72% 11
2021
Q1 		$5.31M Buy
54,738
+16,621
+44% +$3.63M 3.96% 6
2020
Q4 		$7.47M Sell
38,117
-780
-2% -$136K 2.03% 13
2020
Q3 		$5.83M Sell
38,897
-476
-1% -$71.6K 1.55% 16
2020
Q2 		$5.64M Sell
39,373
-5,624
-12% -$738K 1.57% 15
2020
Q1 		$5.15M Sell
44,997
-51,090
-53% -$7.62M 1.75% 13
2019
Q4 		$15.9M Buy
+96,087
New +$15.2M 4.19% 3

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

Wealth Advisory Solutions's IWM Position: Q1 2026 in Review

Wealth Advisory Solutions reduced its iShares Russell 2000 ETF (IWM) stake by 6.4% in Q1 2026, selling an estimated $293K and leaving 16,543 shares worth $4.1M. The position accounts for 0.91% of the portfolio, ranked #31.

Wealth Advisory Solutions first reported a position in IWM in Q4 2019 and has held it in 25 quarters since. The position peaked at $15.9M in Q4 2019. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Wealth Advisory Solutions held 16,543 shares of iShares Russell 2000 ETF worth $4.1M as of Q1 2026.
  • Wealth Advisory Solutions sold 1,137 iShares Russell 2000 ETF shares in Q1 2026, an estimated $293K.
  • iShares Russell 2000 ETF made up 0.91% of Wealth Advisory Solutions's portfolio in Q1 2026, its #31 holding.
  • Wealth Advisory Solutions first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 25 quarters since.
  • Wealth Advisory Solutions's iShares Russell 2000 ETF position peaked at $15.9M in Q4 2019.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.