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

49 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	$17.6M	Buy	58,505 +56,946	+3,653%	+$16M	3.35%	6
2026 Q1	$387K	Sell	1,559 -174	-10%	-$44.9K	0.03%	131
2025 Q4	$427K	Sell	1,733 -101	-6%	-$24.8K	0.03%	125
2025 Q3	$444K	Buy	1,834 +242	+15%	+$55.5K	0.04%	105
2025 Q2	$343K	Sell	1,592 -96	-6%	-$19.3K	0.04%	119
2025 Q1	$337K	Buy	1,688 +116	+7%	+$25.2K	0.04%	128
2024 Q4	$347K	Sell	1,572 -191	-11%	-$43.5K	0.05%	111
2024 Q3	$389K	Sell	1,763 -26,977	-94%	-$5.77M	0.06%	98
2024 Q2	$5.78M	Buy	28,740 +27,385	+2,021%	+$5.53M	1.14%	23
2024 Q1	$282K	Sell	1,355 -145	-10%	-$28.9K	0.06%	89
2023 Q4	$301K	Buy	+1,500	New	+$269K	0.08%	81

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

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

49 Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 3,653% in Q2 2026, buying an estimated $16M and bringing the position to 58,505 shares worth $17.6M. The position accounts for 3.35% of the portfolio, ranked #6.

49 Wealth Management first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 2,732 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

49 Wealth Management held 58,505 shares of iShares Russell 2000 ETF worth $17.6M as of Q2 2026.
49 Wealth Management bought 56,946 iShares Russell 2000 ETF shares in Q2 2026, an estimated $16M.
iShares Russell 2000 ETF made up 3.35% of 49 Wealth Management's portfolio in Q2 2026, its #6 holding.
49 Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
2,732 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.