Wealthstar Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Wealthstar 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 Q1	$428K	Buy	1,725 +11	+0.6%	+$2.84K	0.2%	92
2025 Q4	$422K	Sell	1,714 -32	-2%	-$7.87K	0.19%	98
2025 Q3	$423K	Buy	1,746 +65	+4%	+$14.9K	0.17%	110
2025 Q2	$363K	Sell	1,681 -84	-5%	-$16.9K	0.14%	116
2025 Q1	$352K	Sell	1,765 -6	-0.3%	-$1.3K	0.16%	111
2024 Q4	$391K	Buy	+1,771	New	+$404K	0.17%	102
2024 Q2	–	Sell	-1,188	Closed	-$250K	–	86
2024 Q1	$250K	Buy	1,188 +37	+3%	+$7.38K	0.09%	114
2023 Q4	$231K	Buy	+1,151	New	+$206K	0.04%	115
2023 Q3	–	Sell	-1,108	Closed	-$208K	–	115
2023 Q2	$208K	Buy	+1,108	New	+$198K	0.09%	74
2021 Q3	–	Sell	-10,528	Closed	-$2.42M	–	109
2021 Q2	$2.42M	Buy	+10,528	New	+$2.37M	0.76%	15

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wealthstar Advisors's IWM Position: Q1 2026 in Review

Wealthstar Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.64% in Q1 2026, buying an estimated $2.84K and bringing the position to 1,725 shares worth $428K. The position accounts for 0.2% of the portfolio, ranked #92.

Wealthstar Advisors first reported a position in IWM in Q2 2021 and has held it in 10 quarters since. The position peaked at $2.42M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Wealthstar Advisors held 1,725 shares of iShares Russell 2000 ETF worth $428K as of Q1 2026.
Wealthstar Advisors bought 11 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.84K.
iShares Russell 2000 ETF made up 0.2% of Wealthstar Advisors's portfolio in Q1 2026, its #92 holding.
Wealthstar Advisors first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 10 quarters since.
Wealthstar Advisors's iShares Russell 2000 ETF position peaked at $2.42M in Q2 2021.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Wealthstar Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.