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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealthstar Advisors's IWM Position: Q2 2026 in Review

Wealthstar Advisors increased its iShares Russell 2000 ETF (IWM) stake by 2.6% in Q2 2026, buying an estimated $12.4K and bringing the position to 1,769 shares worth $531K. The position accounts for 0.16% of the portfolio, ranked #86.

Wealthstar Advisors first reported a position in IWM in Q2 2021 and has held it in 11 quarters since. The position peaked at $2.42M in Q2 2021. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Wealthstar Advisors held 1,769 shares of iShares Russell 2000 ETF worth $531K as of Q2 2026.
Wealthstar Advisors bought 44 iShares Russell 2000 ETF shares in Q2 2026, an estimated $12.4K.
iShares Russell 2000 ETF made up 0.16% of Wealthstar Advisors's portfolio in Q2 2026, its #86 holding.
Wealthstar Advisors first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 11 quarters since.
Wealthstar Advisors's iShares Russell 2000 ETF position peaked at $2.42M in Q2 2021.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.