Y.D. More Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Y.D. More Investments’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	$110K	Hold	450	–	–	﹤0.01%	247
2025 Q4	$111K	Buy	450 +250	+125%	+$61.5K	0.01%	236
2025 Q3	$48.4K	Hold	200	–	–	﹤0.01%	296
2025 Q2	$43.2K	Hold	200	–	–	﹤0.01%	309
2025 Q1	$39.9K	Buy	+200	New	+$43.4K	﹤0.01%	319
2024 Q2	–	Sell	-255	Closed	-$53.6K	–	461
2024 Q1	$53.6K	Buy	+255	New	+$50.9K	0.01%	234
2023 Q2	–	Sell	-120	Closed	-$21.4K	–	339
2023 Q1	$21.4K	Sell	120 -128	-52%	-$23.6K	﹤0.01%	269
2022 Q4	$43.1K	Buy	+248	New	+$44.1K	0.01%	260

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

Y.D. More Investments's IWM Position: Q1 2026 in Review

Y.D. More Investments held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 450 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Y.D. More Investments first reported a position in IWM in Q4 2022 and has held it in 8 quarters since. The position peaked at $111K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Y.D. More Investments held 450 shares of iShares Russell 2000 ETF worth $110K as of Q1 2026.
Y.D. More Investments left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up ﹤0.01% of Y.D. More Investments's portfolio in Q1 2026, its #247 holding.
Y.D. More Investments first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 8 quarters since.
Y.D. More Investments's iShares Russell 2000 ETF position peaked at $111K in Q4 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.