WPA
IWM icon

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

Wealth Preservation 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
Q2 		– Sell
-442
Closed -$110K – 493
2026
Q1 		$110K Sell
442
-55
-11% -$14.2K 0.09% 96
2025
Q4 		$122K Hold
497
– – 0.06% 121
2025
Q3 		$120K Hold
497
– – 0.07% 114
2025
Q2 		$107K Sell
497
-109
-18% -$21.9K 0.07% 127
2025
Q1 		$121K Buy
+606
New +$131K 0.09% 109

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 Preservation Advisors's IWM Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 442 shares — an estimated $110K sold.

Wealth Preservation Advisors first reported a position in IWM in Q1 2025 and held it in 5 quarters. The position peaked at $122K in Q4 2025. 2,727 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 442 iShares Russell 2000 ETF shares in Q2 2026, an estimated $110K.
  • Wealth Preservation Advisors first reported a position in iShares Russell 2000 ETF in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's iShares Russell 2000 ETF position peaked at $122K in Q4 2025.
  • 2,727 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.