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

Aberdeen 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	$129K	Sell	520 -193	-27%	-$49.8K	0.06%	156
2025 Q4	$176K	Buy	713 +83	+13%	+$20.4K	0.08%	153
2025 Q3	$152K	Hold	630	–	–	0.1%	145
2025 Q2	$136K	Buy	+630	New	+$127K	0.09%	145
2025 Q1	–	Sell	-820	Closed	-$181K	–	170
2024 Q4	$181K	Hold	820	–	–	0.12%	144
2024 Q3	$181K	Buy	820 +110	+15%	+$23.5K	0.12%	146
2024 Q2	$144K	Hold	710	–	–	0.1%	147
2024 Q1	$149K	Hold	710	–	–	0.09%	151
2023 Q4	$143K	Hold	710	–	–	0.1%	144
2023 Q3	$125K	Hold	710	–	–	0.09%	143
2023 Q2	$133K	Hold	710	–	–	0.1%	142
2023 Q1	$127K	Hold	710	–	–	0.09%	143
2022 Q4	$124K	Hold	710	–	–	0.09%	143
2022 Q3	$117K	Hold	710	–	–	0.1%	136
2022 Q2	$120K	Hold	710	–	–	0.1%	140
2022 Q1	$146K	Hold	710	–	–	0.1%	146
2021 Q4	$158K	Buy	+710	New	+$160K	0.1%	144
2021 Q2	–	Sell	-710	Closed	-$157K	–	140
2021 Q1	$157K	Hold	710	–	–	0.12%	132
2020 Q4	$139K	Hold	710	–	–	0.1%	136
2020 Q3	$106K	Buy	+710	New	+$107K	0.1%	122
2020 Q1	–	Sell	-520	Closed	-$86K	–	132
2019 Q4	$86K	Buy	+520	New	+$82.2K	0.06%	137

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

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

Aberdeen Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 27% in Q1 2026, selling an estimated $49.8K and leaving 520 shares worth $129K. The position accounts for 0.06% of the portfolio, ranked #156.

Aberdeen Wealth Management first reported a position in IWM in Q4 2019 and has held it in 21 quarters since. The position peaked at $181K in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Aberdeen Wealth Management held 520 shares of iShares Russell 2000 ETF worth $129K as of Q1 2026.
Aberdeen Wealth Management sold 193 iShares Russell 2000 ETF shares in Q1 2026, an estimated $49.8K.
iShares Russell 2000 ETF made up 0.06% of Aberdeen Wealth Management's portfolio in Q1 2026, its #156 holding.
Aberdeen Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 21 quarters since.
Aberdeen Wealth Management's iShares Russell 2000 ETF position peaked at $181K in Q4 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.