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Westover Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Westover Capital 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
-3
-0.2% -$774 0.07% 165
2025
Q4 		$402K Buy
1,632
+3
+0.2% +$738 0.07% 173
2025
Q3 		$394K Hold
1,629
– – 0.07% 167
2025
Q2 		$352K Hold
1,629
– – 0.07% 174
2025
Q1 		$325K Hold
1,629
– – 0.07% 182
2024
Q4 		$360K Hold
1,629
– – 0.08% 173
2024
Q3 		$360K Buy
+1,629
New +$349K 0.07% 182

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

Westover Capital Advisors's IWM Position: Q1 2026 in Review

Westover Capital Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.18% in Q1 2026, selling an estimated $774 and leaving 1,629 shares worth $404K. The position accounts for 0.07% of the portfolio, ranked #165.

Westover Capital Advisors first reported a position in IWM in Q3 2024 and has held it in 7 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Westover Capital Advisors held 1,629 shares of iShares Russell 2000 ETF worth $404K as of Q1 2026.
  • Westover Capital Advisors sold 3 iShares Russell 2000 ETF shares in Q1 2026, an estimated $774.
  • iShares Russell 2000 ETF made up 0.07% of Westover Capital Advisors's portfolio in Q1 2026, its #165 holding.
  • Westover Capital Advisors first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.