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

WESPAC 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	$404K	Sell	1,629 -6,168	-79%	-$1.59M	0.22%	121
2025 Q4	$1.92M	Buy	7,797 +2,033	+35%	+$500K	1.04%	24
2025 Q3	$1.39M	Buy	+5,764	New	+$1.32M	0.82%	34
2025 Q1	–	Sell	-2,123	Closed	-$469K	–	176
2024 Q4	$469K	Buy	2,123 +1,152	+119%	+$263K	0.35%	102
2024 Q3	$214K	Sell	971 -804	-45%	-$172K	0.16%	145
2024 Q2	$360K	Sell	1,775 -175	-9%	-$35.4K	0.28%	113
2024 Q1	$410K	Buy	+1,950	New	+$389K	0.24%	121
2016 Q3	–	Sell	-1,900	Closed	-$218K	–	113
2016 Q2	$218K	Buy	+1,900	New	+$214K	0.23%	97

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

WESPAC Advisors's IWM Position: Q1 2026 in Review

WESPAC Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 79% in Q1 2026, selling an estimated $1.59M and leaving 1,629 shares worth $404K. The position accounts for 0.22% of the portfolio, ranked #121.

WESPAC Advisors first reported a position in IWM in Q2 2016 and has held it in 8 quarters since. The position peaked at $1.92M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

WESPAC Advisors held 1,629 shares of iShares Russell 2000 ETF worth $404K as of Q1 2026.
WESPAC Advisors sold 6,168 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.59M.
iShares Russell 2000 ETF made up 0.22% of WESPAC Advisors's portfolio in Q1 2026, its #121 holding.
WESPAC Advisors first reported a position in iShares Russell 2000 ETF in Q2 2016 and has held it in 8 quarters since.
WESPAC Advisors's iShares Russell 2000 ETF position peaked at $1.92M in Q4 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on WESPAC Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.