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Wealth Alliance’s iShares Russell 2000 ETF IWM Stock Holding History

Wealth Alliance’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
Q2 		$1.69M Buy
+5,609
New +$1.58M 0.14% 133
2026
Q1 		– Sell
-8,033
Closed -$1.98M – 571
2025
Q4 		$1.98M Buy
8,033
+2,745
+52% +$675K 0.19% 93
2025
Q3 		$1.28M Buy
+5,288
New +$1.21M 0.13% 143
2025
Q2 		– Sell
-1,323
Closed -$264K – 556
2025
Q1 		$264K Sell
1,323
-9,921
-88% -$2.15M 0.03% 429
2024
Q4 		$2.48M Buy
11,244
+9,975
+786% +$2.27M 0.3% 69
2024
Q3 		$280K Sell
1,269
-2,530
-67% -$541K 0.03% 412
2024
Q2 		$771K Sell
3,799
-161
-4% -$32.5K 0.1% 182
2024
Q1 		$833K Buy
3,960
+2,344
+145% +$468K 0.11% 184
2023
Q4 		$324K Buy
+1,616
New +$290K 0.05% 359
2023
Q3 		– Sell
-2,718
Closed -$509K – 516
2023
Q2 		$509K Buy
+2,718
New +$485K 0.08% 246
2023
Q1 		– Sell
-5,809
Closed -$1.01M – 526
2022
Q4 		$1.01M Sell
5,809
-857
-13% -$152K 0.18% 132
2022
Q3 		$1.1M Sell
6,666
-4,827
-42% -$880K 0.22% 104
2022
Q2 		$1.95M Buy
11,493
+10,081
+714% +$1.86M 0.37% 56
2022
Q1 		$290K Sell
1,412
-1,821
-56% -$371K 0.06% 332
2021
Q4 		$719K Buy
3,233
+991
+44% +$224K 0.14% 162
2021
Q3 		$491K Buy
2,242
+1,155
+106% +$256K 0.11% 204
2021
Q2 		$249K Buy
+1,087
New +$244K 0.06% 367
2021
Q1 		– Sell
-1,198
Closed -$235K – 399
2020
Q4 		$235K Sell
1,198
-289
-19% -$50.6K 0.07% 333
2020
Q3 		$223K Buy
+1,487
New +$224K 0.08% 292
2020
Q2 		– Sell
-8,192
Closed -$938K – 309
2020
Q1 		$938K Buy
+8,192
New +$1.22M 0.51% 48

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealth Alliance's IWM Position: Q2 2026 in Review

Wealth Alliance opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 5,609 shares worth $1.69M. The stake represents 0.14% of the portfolio and ranks #133 among its holdings. This is a return to the name: Wealth Alliance previously reported a position in IWM as recently as Q4 2025.

Wealth Alliance first reported a position in IWM in Q1 2020 and has held it in 20 quarters since. The position peaked at $2.48M in Q4 2024. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Wealth Alliance held 5,609 shares of iShares Russell 2000 ETF worth $1.69M as of Q2 2026.
  • iShares Russell 2000 ETF was a new Wealth Alliance position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.14% of Wealth Alliance's portfolio in Q2 2026, its #133 holding.
  • Wealth Alliance first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 20 quarters since.
  • Wealth Alliance's iShares Russell 2000 ETF position peaked at $2.48M in Q4 2024.
  • 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.