YAL
IWM icon

Your Advocates Ltd’s iShares Russell 2000 ETF IWM Stock Holding History

Your Advocates Ltd’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 		$83.3K Buy
336
+82
+32% +$21.2K 0.03% 46
2025
Q4 		$62.5K Buy
254
+50
+25% +$12.3K 0.02% 58
2025
Q3 		$49.4K Buy
204
+90
+79% +$20.7K 0.02% 64
2025
Q2 		$24.6K Buy
114
+30
+36% +$6.04K 0.01% 82
2025
Q1 		$16.8K Buy
84
+5
+6% +$1.08K 0.01% 91
2024
Q4 		$17.5K Buy
79
+33
+72% +$7.52K 0.01% 89
2024
Q3 		$10.2K Hold
46
– – ﹤0.01% 107
2024
Q2 		$9.33K Hold
46
– – ﹤0.01% 111
2024
Q1 		$9.67K Sell
46
-8
-15% -$1.6K ﹤0.01% 107
2023
Q4 		$10.8K Sell
54
-10
-16% -$1.79K ﹤0.01% 101
2023
Q3 		$11.3K Hold
64
– – 0.01% 101
2023
Q2 		$12K Sell
64
-90
-58% -$16K 0.01% 122
2023
Q1 		$27.5K Buy
154
+126
+450% +$23.2K 0.02% 62
2022
Q4 		$4.88K Hold
28
– – ﹤0.01% 117
2022
Q3 		$5K Buy
+28
New +$5.11K ﹤0.01% 113

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

Your Advocates Ltd's IWM Position: Q1 2026 in Review

Your Advocates Ltd increased its iShares Russell 2000 ETF (IWM) stake by 32% in Q1 2026, buying an estimated $21.2K and bringing the position to 336 shares worth $83.3K. The position accounts for 0.03% of the portfolio, ranked #46.

Your Advocates Ltd first reported a position in IWM in Q3 2022 and has held it in 15 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Your Advocates Ltd held 336 shares of iShares Russell 2000 ETF worth $83.3K as of Q1 2026.
  • Your Advocates Ltd bought 82 iShares Russell 2000 ETF shares in Q1 2026, an estimated $21.2K.
  • iShares Russell 2000 ETF made up 0.03% of Your Advocates Ltd's portfolio in Q1 2026, its #46 holding.
  • Your Advocates Ltd first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 15 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Your Advocates Ltd's 13F filing for Q1 2026, filed 30 Apr 2026.