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Wescott Financial Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History

Wescott Financial Advisory 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 		$515K Sell
2,076
-65
-3% -$16.8K 0.05% 126
2025
Q4 		$527K Buy
2,141
+105
+5% +$25.8K 0.05% 125
2025
Q3 		$493K Sell
2,036
-209
-9% -$48K 0.04% 121
2025
Q2 		$484K Buy
2,245
+215
+11% +$43.3K 0.05% 119
2025
Q1 		$405K Buy
2,030
+545
+37% +$118K 0.04% 122
2024
Q4 		$328K Buy
1,485
+3
+0.2% +$684 0.03% 135
2024
Q3 		$327K Sell
1,482
-130
-8% -$27.8K 0.04% 141
2024
Q2 		$327K Buy
1,612
+3
+0.2% +$606 0.04% 138
2024
Q1 		$338K Sell
1,609
-136
-8% -$27.1K 0.04% 127
2023
Q4 		$350K Sell
1,745
-73
-4% -$13.1K 0.05% 126
2023
Q3 		$321K Hold
1,818
– – 0.06% 126
2023
Q2 		$341K Buy
1,818
+3
+0.2% +$535 0.06% 123
2023
Q1 		$324K Sell
1,815
-62
-3% -$11.4K 0.07% 124
2022
Q4 		$327K Sell
1,877
-286
-13% -$50.9K 0.07% 117
2022
Q3 		$357K Buy
2,163
+709
+49% +$129K 0.1% 101
2022
Q2 		$246K Sell
1,454
-198
-12% -$36.5K 0.07% 115
2022
Q1 		$339K Buy
1,652
+749
+83% +$153K 0.09% 100
2021
Q4 		$201K Buy
+903
New +$204K 0.1% 68

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

Wescott Financial Advisory Group's IWM Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its iShares Russell 2000 ETF (IWM) stake by 3% in Q1 2026, selling an estimated $16.8K and leaving 2,076 shares worth $515K. The position accounts for 0.05% of the portfolio, ranked #126.

Wescott Financial Advisory Group first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. The position peaked at $527K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Wescott Financial Advisory Group held 2,076 shares of iShares Russell 2000 ETF worth $515K as of Q1 2026.
  • Wescott Financial Advisory Group sold 65 iShares Russell 2000 ETF shares in Q1 2026, an estimated $16.8K.
  • iShares Russell 2000 ETF made up 0.05% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #126 holding.
  • Wescott Financial Advisory Group first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
  • Wescott Financial Advisory Group's iShares Russell 2000 ETF position peaked at $527K in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.