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

Windsor 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	$179K	Hold	721	–	–	0.15%	54
2025 Q4	$177K	Buy	721 +17	+2%	+$4.18K	0.16%	60
2025 Q3	$170K	Buy	704 +1	+0.1%	+$229	0.15%	64
2025 Q2	$152K	Sell	703 -680	-49%	-$137K	0.22%	39
2025 Q1	$276K	Sell	1,383 -18	-1%	-$3.9K	0.36%	34
2024 Q4	$310K	Buy	1,401 +19	+1%	+$4.33K	0.36%	42
2024 Q3	$305K	Hold	1,382	–	–	0.34%	47
2024 Q2	$280K	Hold	1,382	–	–	0.56%	30
2024 Q1	$291K	Hold	1,382	–	–	0.82%	29
2023 Q4	$277K	Hold	1,382	–	–	0.83%	32
2023 Q3	$244K	Buy	1,382 +11	+0.8%	+$2.06K	0.58%	38
2023 Q2	$257K	Sell	1,371 -189	-12%	-$33.7K	0.63%	34
2023 Q1	$278K	Sell	1,560 -404	-21%	-$74.4K	0.67%	33
2022 Q4	$342K	Buy	+1,964	New	+$349K	0.91%	32

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

Windsor Advisory Group's IWM Position: Q1 2026 in Review

Windsor Advisory Group held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 721 shares worth $179K. The position accounts for 0.15% of the portfolio, ranked #54.

Windsor Advisory Group first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. The position peaked at $342K in Q4 2022. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Windsor Advisory Group held 721 shares of iShares Russell 2000 ETF worth $179K as of Q1 2026.
Windsor Advisory Group left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.15% of Windsor Advisory Group's portfolio in Q1 2026, its #54 holding.
Windsor Advisory Group first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
Windsor Advisory Group's iShares Russell 2000 ETF position peaked at $342K in Q4 2022.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Windsor Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.