1900 Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

1900 Wealth Management’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 Q2	$1.49M	Sell	4,950 -9	-0.2%	-$2.53K	0.08%	100
2026 Q1	$1.23M	Sell	4,959 -4	-0.1%	-$1.03K	0.08%	102
2025 Q4	$1.22M	Sell	4,963 -17	-0.3%	-$4.18K	0.08%	101
2025 Q3	$1.2M	Sell	4,980 -300	-6%	-$68.8K	0.08%	93
2025 Q2	$1.14M	Sell	5,280 -214	-4%	-$43.1K	0.09%	89
2025 Q1	$1.1M	Sell	5,494 -41	-0.7%	-$8.89K	0.09%	92
2024 Q4	$1.22M	Sell	5,535 -5	-0.1%	-$1.14K	0.1%	87
2024 Q3	$1.22M	Buy	5,540 +5	+0.1%	+$1.07K	0.1%	86
2024 Q2	$1.12M	Sell	5,535 -489	-8%	-$98.8K	0.11%	91
2024 Q1	$1.27M	Buy	6,024 +258	+4%	+$51.5K	0.12%	96
2023 Q4	$1.16M	Sell	5,766 -1,148	-17%	-$206K	0.11%	128
2023 Q3	$1.22M	Buy	6,914 +57	+0.8%	+$10.7K	0.12%	121
2023 Q2	$1.28M	Sell	6,857 -1,925	-22%	-$343K	0.13%	108
2023 Q1	$1.53M	Sell	8,782 -91	-1%	-$16.8K	0.16%	97
2022 Q4	$1.55M	Buy	8,873 +1,678	+23%	+$298K	0.17%	95
2022 Q3	$1.19M	Buy	7,195 +280	+4%	+$51.1K	0.14%	105
2022 Q2	$1.17M	Sell	6,915 -1,216	-15%	-$224K	0.13%	104
2022 Q1	$1.67M	Sell	8,131 -1,507	-16%	-$307K	0.16%	93
2021 Q4	$2.14M	Sell	9,638 -327	-3%	-$73.9K	0.19%	82
2021 Q3	$2.18M	Sell	9,965 -50	-0.5%	-$11.1K	0.21%	83
2021 Q2	$2.3M	Buy	10,015 +254	+3%	+$57.1K	0.22%	73
2021 Q1	$2.16M	Sell	9,761 -656	-6%	-$143K	0.16%	65
2020 Q4	$2.04M	Buy	+10,417	New	+$1.82M	0.24%	64

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

1900 Wealth Management's IWM Position: Q2 2026 in Review

1900 Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.18% in Q2 2026, selling an estimated $2.53K and leaving 4,950 shares worth $1.49M. The position accounts for 0.08% of the portfolio, ranked #100.

1900 Wealth Management first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.3M in Q2 2021. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

1900 Wealth Management held 4,950 shares of iShares Russell 2000 ETF worth $1.49M as of Q2 2026.
1900 Wealth Management sold 9 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.53K.
iShares Russell 2000 ETF made up 0.08% of 1900 Wealth Management's portfolio in Q2 2026, its #100 holding.
1900 Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
1900 Wealth Management's iShares Russell 2000 ETF position peaked at $2.3M in Q2 2021.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.