WPG Advisers’s iShares Russell 2000 ETF IWM Stock Holding History

WPG Advisers’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	$138K	Hold	558	–	–	0.1%	115
2025 Q4	$137K	Hold	558	–	–	0.1%	130
2025 Q3	$135K	Hold	558	–	–	0.1%	126
2025 Q2	$120K	Hold	558	–	–	0.1%	129
2025 Q1	$111K	Hold	558	–	–	0.1%	144
2024 Q4	$123K	Buy	+558	New	+$127K	0.11%	152

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

WPG Advisers's IWM Position: Q1 2026 in Review

WPG Advisers held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 558 shares worth $138K. The position accounts for 0.1% of the portfolio, ranked #115.

WPG Advisers first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

WPG Advisers held 558 shares of iShares Russell 2000 ETF worth $138K as of Q1 2026.
WPG Advisers left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.1% of WPG Advisers's portfolio in Q1 2026, its #115 holding.
WPG Advisers first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on WPG Advisers's 13F filing for Q1 2026, filed 30 Apr 2026.