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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
Q3 		$509K Buy
1,832
+63
+4% +$18.5K 0.14% 85
2026
Q2 		$531K Buy
1,769
+44
+3% +$12.4K 0.16% 86
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealthstar Advisors's IWM Position: Q3 2026 in Review

Wealthstar Advisors increased its iShares Russell 2000 ETF (IWM) stake by 3.6% in Q3 2026, buying an estimated $18.5K and bringing the position to 1,832 shares worth $509K. The position accounts for 0.14% of the portfolio, ranked #85.

Wealthstar Advisors first reported a position in IWM in Q2 2021 and has held it in 12 quarters since. The position peaked at $2.42M in Q2 2021. 1,939 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Wealthstar Advisors held 1,832 shares of iShares Russell 2000 ETF worth $509K as of Q3 2026.
  • Wealthstar Advisors bought 63 iShares Russell 2000 ETF shares in Q3 2026, an estimated $18.5K.
  • iShares Russell 2000 ETF made up 0.14% of Wealthstar Advisors's portfolio in Q3 2026, its #85 holding.
  • Wealthstar Advisors first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 12 quarters since.
  • Wealthstar Advisors's iShares Russell 2000 ETF position peaked at $2.42M in Q2 2021.
  • 1,939 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Wealthstar Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.