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Westshore Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Westshore Wealth’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 		$14.3M Sell
57,815
-725
-1% -$187K 5.03% 6
2025
Q4 		$14.4M Buy
58,540
+73
+0.1% +$17.9K 4.77% 6
2025
Q3 		$14.1M Sell
58,467
-1,577
-3% -$362K 4.83% 5
2025
Q2 		$13M Sell
60,044
-117
-0.2% -$23.5K 4.97% 5
2025
Q1 		$12M Sell
60,161
-958
-2% -$208K 5.08% 5
2024
Q4 		$13.5M Buy
61,119
+326
+0.5% +$74.3K 5.47% 5
2024
Q3 		$13.4M Buy
60,793
+1,398
+2% +$299K 5.49% 5
2024
Q2 		$12.1M Buy
59,395
+2,154
+4% +$435K 5% 6
2024
Q1 		$12M Buy
57,241
+3,933
+7% +$785K 5% 6
2023
Q4 		$10.7M Buy
53,308
+3,933
+8% +$705K 4.94% 6
2023
Q3 		$8.73M Buy
49,375
+4,374
+10% +$821K 4.85% 6
2023
Q2 		$8.43M Buy
45,001
+817
+2% +$146K 4.3% 6
2023
Q1 		$7.88M Buy
44,184
+7,367
+20% +$1.36M 4.14% 5
2022
Q4 		$6.42M Sell
36,817
-4,058
-10% -$722K 3.66% 7
2022
Q3 		$6.74M Buy
40,875
+2,806
+7% +$512K 4.64% 5
2022
Q2 		$6.45M Buy
38,069
+2,313
+6% +$426K 4.2% 5
2022
Q1 		$7.34M Buy
35,756
+3,408
+11% +$695K 4.93% 5
2021
Q4 		$7.2M Buy
32,348
+2,897
+10% +$655K 4.93% 5
2021
Q3 		$6.44M Sell
29,451
-3,604
-11% -$799K 5.2% 5
2021
Q2 		$7.58M Buy
33,055
+4,245
+15% +$954K 3.9% 5
2021
Q1 		$6.37M Buy
+28,810
New +$6.29M 3.63% 6
2019
Q4 		$1.03M Buy
+6,227
New +$984K 1.14% 12

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

Westshore Wealth's IWM Position: Q1 2026 in Review

Westshore Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 1.2% in Q1 2026, selling an estimated $187K and leaving 57,815 shares worth $14.3M. The position accounts for 5.03% of the portfolio, ranked #6.

Westshore Wealth first reported a position in IWM in Q4 2019 and has held it in 22 quarters since. The position peaked at $14.4M in Q4 2025. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Westshore Wealth held 57,815 shares of iShares Russell 2000 ETF worth $14.3M as of Q1 2026.
  • Westshore Wealth sold 725 iShares Russell 2000 ETF shares in Q1 2026, an estimated $187K.
  • iShares Russell 2000 ETF made up 5.03% of Westshore Wealth's portfolio in Q1 2026, its #6 holding.
  • Westshore Wealth first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 22 quarters since.
  • Westshore Wealth's iShares Russell 2000 ETF position peaked at $14.4M in Q4 2025.
  • 2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.