1776 Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

1776 Wealth’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	$248K	Hold	1,000	–	–	0.1%	132
2025 Q4	$246K	Hold	1,000	–	–	0.09%	127
2025 Q3	$242K	Hold	1,000	–	–	0.09%	131
2025 Q2	$216K	Buy	+1,000	New	+$201K	0.09%	137
2025 Q1	–	Sell	-1,000	Closed	-$221K	–	139
2024 Q4	$221K	Hold	1,000	–	–	0.1%	133
2024 Q3	$221K	Hold	1,000	–	–	0.1%	135
2024 Q2	$203K	Hold	1,000	–	–	0.09%	140
2024 Q1	$210K	Hold	1,000	–	–	0.1%	127
2023 Q4	$201K	Buy	+1,000	New	+$179K	0.1%	128
2022 Q2	–	Sell	-1,000	Closed	-$205K	–	129
2022 Q1	$205K	Hold	1,000	–	–	0.12%	123
2021 Q4	$222K	Hold	1,000	–	–	0.12%	118
2021 Q3	$219K	Hold	1,000	–	–	0.12%	112
2021 Q2	$229K	Hold	1,000	–	–	0.13%	110
2021 Q1	$221K	Sell	1,000 -100	-9%	-$21.8K	0.14%	107
2020 Q4	$216K	Buy	+1,100	New	+$192K	0.14%	105
2020 Q3	–	Sell	-700	Closed	-$100K	–	210
2020 Q2	$100K	Buy	+700	New	+$91.9K	0.07%	143

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

1776 Wealth's IWM Position: Q1 2026 in Review

1776 Wealth held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,000 shares worth $248K. The position accounts for 0.1% of the portfolio, ranked #132.

1776 Wealth first reported a position in IWM in Q2 2020 and has held it in 16 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

1776 Wealth held 1,000 shares of iShares Russell 2000 ETF worth $248K as of Q1 2026.
1776 Wealth left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.1% of 1776 Wealth's portfolio in Q1 2026, its #132 holding.
1776 Wealth first reported a position in iShares Russell 2000 ETF in Q2 2020 and has held it in 16 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.