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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
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 		$2.16K 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
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

1900 Wealth Management's IWM Position: Q1 2026 in Review

1900 Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.08% in Q1 2026, selling an estimated $1.03K and leaving 4,959 shares worth $1.23M. The position accounts for 0.08% of the portfolio, ranked #102.

1900 Wealth Management first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.3M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • 1900 Wealth Management held 4,959 shares of iShares Russell 2000 ETF worth $1.23M as of Q1 2026.
  • 1900 Wealth Management sold 4 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.03K.
  • iShares Russell 2000 ETF made up 0.08% of 1900 Wealth Management's portfolio in Q1 2026, its #102 holding.
  • 1900 Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
  • 1900 Wealth Management's iShares Russell 2000 ETF position peaked at $2.3M in Q2 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on 1900 Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.