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Wealthspire Advisors (New York)’s iShares Russell 2000 ETF IWM Stock Holding History

Wealthspire Advisors (New York)’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 		$23.9M Sell
96,353
-1,048
-1% -$270K 0.19% 68
2025
Q4 		$24M Sell
97,401
-100,529
-51% -$24.7M 0.19% 69
2025
Q3 		$47.9M Sell
197,930
-1,040
-0.5% -$239K 0.25% 50
2025
Q2 		$42.9M Sell
198,970
-37,974
-16% -$7.64M 0.24% 50
2025
Q1 		$47.3M Buy
236,944
+115,157
+95% +$25M 0.28% 52
2024
Q4 		$26.9M Buy
121,787
+5,337
+5% +$1.22M 0.27% 56
2024
Q3 		$25.7M Buy
116,450
+7,491
+7% +$1.6M 0.26% 58
2024
Q2 		$22.1M Buy
108,959
+7,507
+7% +$1.52M 0.28% 45
2024
Q1 		$21.3M Sell
101,452
-4,052
-4% -$808K 0.28% 46
2023
Q4 		$21.2M Buy
105,504
+2,493
+2% +$447K 0.3% 45
2023
Q3 		$18.2M Sell
103,011
-15,438
-13% -$2.9M 0.3% 44
2023
Q2 		$22.2M Sell
118,449
-1,698
-1% -$303K 0.36% 43
2023
Q1 		$21.4M Buy
120,147
+11,786
+11% +$2.17M 0.37% 43
2022
Q4 		$18.9M Sell
108,361
-2,715
-2% -$483K 0.34% 45
2022
Q3 		$18.3M Buy
111,076
+1,041
+0.9% +$190K 0.38% 44
2022
Q2 		$18.6M Buy
110,035
+11,926
+12% +$2.2M 0.39% 42
2022
Q1 		$20.1M Buy
98,109
+2,920
+3% +$596K 0.45% 32
2021
Q4 		$21.2M Sell
95,189
-8,912
-9% -$2.01M 0.47% 30
2021
Q3 		$22.8M Sell
104,101
-3,357
-3% -$744K 0.47% 34
2021
Q2 		$24.6M Buy
107,458
+853
+0.8% +$192K 0.65% 24
2021
Q1 		$23.6M Sell
106,605
-2,959
-3% -$646K 0.56% 29
2020
Q4 		$21.5M Buy
+109,564
New +$19.2M 0.64% 27
2020
Q2 		– Sell
-148,298
Closed -$17M – 407
2020
Q1 		$17M Buy
148,298
+146,899
+10,500% +$21.9M 0.71% 24
2019
Q4 		$232K Buy
1,399
+22
+2% +$3.48K 0.02% 186
2019
Q3 		$208K Hold
1,377
– – 0.02% 156
2019
Q2 		$214K Buy
+1,377
New +$212K 0.02% 93
2019
Q1 		– Sell
-920
Closed -$123K – 422
2018
Q4 		$123K Buy
+920
New +$137K 0.01% 96

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

Wealthspire Advisors (New York)'s IWM Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares Russell 2000 ETF (IWM) stake by 1.1% in Q1 2026, selling an estimated $270K and leaving 96,353 shares worth $23.9M. The position accounts for 0.19% of the portfolio, ranked #68.

Wealthspire Advisors (New York) first reported a position in IWM in Q4 2018 and has held it in 27 quarters since. The position peaked at $47.9M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Wealthspire Advisors (New York) held 96,353 shares of iShares Russell 2000 ETF worth $23.9M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 1,048 iShares Russell 2000 ETF shares in Q1 2026, an estimated $270K.
  • iShares Russell 2000 ETF made up 0.19% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #68 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 27 quarters since.
  • Wealthspire Advisors (New York)'s iShares Russell 2000 ETF position peaked at $47.9M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.