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World Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

World Investment 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 		$8.12M Sell
32,744
-189
-0.6% -$48.8K 0.13% 184
2025
Q4 		$8.11M Buy
32,933
+8,014
+32% +$1.97M 0.13% 178
2025
Q3 		$6.03M Buy
24,919
+2,676
+12% +$614K 0.12% 182
2025
Q2 		$4.8M Buy
22,243
+5,781
+35% +$1.16M 0.11% 219
2025
Q1 		$3.28M Sell
16,462
-1,625
-9% -$352K 0.09% 265
2024
Q4 		$4M Buy
18,087
+11,429
+172% +$2.61M 0.11% 208
2024
Q3 		$1.47M Buy
6,658
+2,469
+59% +$528K 0.05% 354
2024
Q2 		$850K Buy
4,189
+2,291
+121% +$463K 0.05% 298
2024
Q1 		$399K Sell
1,898
-5,864
-76% -$1.17M 0.06% 260
2023
Q4 		$1.56M Buy
+7,762
New +$1.39M 0.2% 104
2022
Q2 		– Sell
-990
Closed -$203K – 274
2022
Q1 		$203K Hold
990
– – 0.04% 254
2021
Q4 		$201K Buy
990
+1
+0.1% +$226 0.04% 256
2021
Q3 		$216K Sell
989
-50
-5% -$11.1K 0.05% 232
2021
Q2 		$238K Sell
1,039
-40
-4% -$8.99K 0.05% 219
2021
Q1 		$233K Sell
1,079
-10
-0.9% -$2.18K 0.06% 202
2020
Q4 		$248K Buy
+1,089
New +$191K 0.06% 191
2020
Q1 		– Sell
-1,534
Closed -$254K – 159
2019
Q4 		$254K Buy
+1,534
New +$242K 0.1% 127
2019
Q2 		– Sell
-1,328
Closed -$203K – 152
2019
Q1 		$203K Sell
1,328
-175
-12% -$26.3K 0.09% 116
2018
Q4 		$230K Buy
+1,503
New +$224K 0.1% 133

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

World Investment Advisors's IWM Position: Q1 2026 in Review

World Investment Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.57% in Q1 2026, selling an estimated $48.8K and leaving 32,744 shares worth $8.12M. The position accounts for 0.13% of the portfolio, ranked #184.

World Investment Advisors first reported a position in IWM in Q4 2018 and has held it in 19 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • World Investment Advisors held 32,744 shares of iShares Russell 2000 ETF worth $8.12M as of Q1 2026.
  • World Investment Advisors sold 189 iShares Russell 2000 ETF shares in Q1 2026, an estimated $48.8K.
  • iShares Russell 2000 ETF made up 0.13% of World Investment Advisors's portfolio in Q1 2026, its #184 holding.
  • World Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 19 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.