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Weaver Consulting Group’s iShares Russell 2000 ETF IWM Stock Holding History

Weaver Consulting Group’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 		$1.26M Sell
5,064
-159
-3% -$41K 0.3% 72
2025
Q4 		$1.29M Sell
5,223
-4,497
-46% -$1.11M 0.31% 65
2025
Q3 		$2.35M Sell
9,720
-159
-2% -$36.5K 0.6% 42
2025
Q2 		$2.13M Sell
9,879
-1,570
-14% -$316K 0.59% 43
2025
Q1 		$2.28M Sell
11,449
-307
-3% -$66.6K 0.69% 39
2024
Q4 		$2.6M Buy
11,756
+1,183
+11% +$270K 0.8% 34
2024
Q3 		$2.34M Buy
10,573
+1,513
+17% +$324K 0.74% 37
2024
Q2 		$1.84M Buy
9,060
+2,350
+35% +$475K 0.64% 41
2024
Q1 		$1.41M Buy
6,710
+1,512
+29% +$302K 0.52% 47
2023
Q4 		$1.04M Buy
5,198
+2,226
+75% +$399K 0.42% 51
2023
Q3 		$525K Sell
2,972
-493
-14% -$92.6K 0.24% 71
2023
Q2 		$649K Buy
3,465
+687
+25% +$122K 0.29% 62
2023
Q1 		$496K Sell
2,778
-615
-18% -$113K 0.23% 77
2022
Q4 		$592K Sell
3,393
-1,471
-30% -$262K 0.3% 66
2022
Q3 		$802K Buy
4,864
+1,920
+65% +$350K 0.46% 46
2022
Q2 		$499K Sell
2,944
-424
-13% -$78.2K 0.28% 71
2022
Q1 		$691K Sell
3,368
-1,637
-33% -$334K 0.34% 55
2021
Q4 		$1.11M Buy
5,005
+732
+17% +$165K 0.54% 37
2021
Q3 		$935K Buy
4,273
+616
+17% +$137K 0.51% 39
2021
Q2 		$839K Buy
3,657
+2,613
+250% +$587K 0.47% 41
2021
Q1 		$231K Buy
+1,044
New +$228K 0.14% 122
2020
Q4 		– Sell
-382
Closed -$57K – 510
2020
Q3 		$57K Buy
382
+59
+18% +$8.88K 0.03% 248
2020
Q2 		$46K Buy
323
+47
+17% +$6.17K 0.03% 267
2020
Q1 		$32K Buy
276
+3
+1% +$447 0.02% 269
2019
Q4 		$41K Hold
273
– – 0.02% 261
2019
Q3 		$43K Hold
273
– – 0.02% 240
2019
Q2 		$42K Sell
273
-54
-17% -$8.32K 0.02% 238
2019
Q1 		$50K Buy
+327
New +$49.1K 0.01% 480

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

Weaver Consulting Group's IWM Position: Q1 2026 in Review

Weaver Consulting Group reduced its iShares Russell 2000 ETF (IWM) stake by 3% in Q1 2026, selling an estimated $41K and leaving 5,064 shares worth $1.26M. The position accounts for 0.3% of the portfolio, ranked #72.

Weaver Consulting Group first reported a position in IWM in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.6M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Weaver Consulting Group held 5,064 shares of iShares Russell 2000 ETF worth $1.26M as of Q1 2026.
  • Weaver Consulting Group sold 159 iShares Russell 2000 ETF shares in Q1 2026, an estimated $41K.
  • iShares Russell 2000 ETF made up 0.3% of Weaver Consulting Group's portfolio in Q1 2026, its #72 holding.
  • Weaver Consulting Group first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 28 quarters since.
  • Weaver Consulting Group's iShares Russell 2000 ETF position peaked at $2.6M in Q4 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.