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 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 $1.37T 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

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

49 Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 10% in Q1 2026, selling an estimated $44.9K and leaving 1,559 shares worth $387K. The position accounts for 0.03% of the portfolio, ranked #131.

49 Wealth Management first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.78M in Q2 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

49 Wealth Management held 1,559 shares of iShares Russell 2000 ETF worth $387K as of Q1 2026.
49 Wealth Management sold 174 iShares Russell 2000 ETF shares in Q1 2026, an estimated $44.9K.
iShares Russell 2000 ETF made up 0.03% of 49 Wealth Management's portfolio in Q1 2026, its #131 holding.
49 Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
49 Wealth Management's iShares Russell 2000 ETF position peaked at $5.78M in Q2 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.