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

Westfuller 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	$748K	Buy	3,015 +6	+0.2%	+$1.55K	0.32%	64
2025 Q4	$741K	Buy	3,009 +10	+0.3%	+$2.46K	0.3%	64
2025 Q3	$726K	Buy	2,999 +8	+0.3%	+$1.84K	0.33%	63
2025 Q2	$645K	Buy	2,991 +8	+0.3%	+$1.61K	0.37%	61
2025 Q1	$595K	Buy	2,983 +32	+1%	+$6.94K	0.4%	54
2024 Q4	$652K	Sell	2,951 -145	-5%	-$33.1K	0.41%	52
2024 Q3	$684K	Buy	+3,096	New	+$663K	0.49%	48
2024 Q1	$647K	Buy	+3,077	New	+$614K	0.78%	40

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

Westfuller Advisors's IWM Position: Q1 2026 in Review

Westfuller Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.2% in Q1 2026, buying an estimated $1.55K and bringing the position to 3,015 shares worth $748K. The position accounts for 0.32% of the portfolio, ranked #64.

Westfuller Advisors first reported a position in IWM in Q1 2024 and has held it in 8 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Westfuller Advisors held 3,015 shares of iShares Russell 2000 ETF worth $748K as of Q1 2026.
Westfuller Advisors bought 6 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.55K.
iShares Russell 2000 ETF made up 0.32% of Westfuller Advisors's portfolio in Q1 2026, its #64 holding.
Westfuller Advisors first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 8 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.