Wealthfront Advisers
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Wealthfront Advisers’s iShares Russell 2000 ETF IWM Stock Holding History

Wealthfront Advisers’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 		$1.41M Buy
5,671
+1,393
+33% +$359K ﹤0.01% 660
2025
Q4 		$1.05M Sell
4,278
-231
-5% -$56.8K ﹤0.01% 703
2025
Q3 		$1.09M Buy
4,509
+206
+5% +$47.3K ﹤0.01% 683
2025
Q2 		$929K Sell
4,303
-297
-6% -$59.8K ﹤0.01% 692
2025
Q1 		$918K Sell
4,600
-314
-6% -$68.1K ﹤0.01% 676
2024
Q4 		$1.09M Buy
4,914
+1,881
+62% +$429K ﹤0.01% 644
2024
Q3 		$670K Buy
+3,033
New +$649K ﹤0.01% 719

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

Wealthfront Advisers's IWM Position: Q1 2026 in Review

Wealthfront Advisers increased its iShares Russell 2000 ETF (IWM) stake by 33% in Q1 2026, buying an estimated $359K and bringing the position to 5,671 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Wealthfront Advisers first reported a position in IWM in Q3 2024 and has held it in 7 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Wealthfront Advisers held 5,671 shares of iShares Russell 2000 ETF worth $1.41M as of Q1 2026.
  • Wealthfront Advisers bought 1,393 iShares Russell 2000 ETF shares in Q1 2026, an estimated $359K.
  • iShares Russell 2000 ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q1 2026, its #660 holding.
  • Wealthfront Advisers first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Wealthfront Advisers's 13F filing for Q1 2026, filed 5 May 2026.