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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
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 $1.37T 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 Alliance's IWM Position: Q1 2026 in Review

Wealth Alliance sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 8,033 shares — an estimated $1.98M sold.

Wealth Alliance first reported a position in IWM in Q1 2020 and held it in 19 quarters. The position peaked at $2.48M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Wealth Alliance reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Alliance sold 8,033 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.98M.
  • Wealth Alliance first reported a position in iShares Russell 2000 ETF in Q1 2020 and held it in 19 quarters.
  • Wealth Alliance's iShares Russell 2000 ETF position peaked at $2.48M in Q4 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.