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Advisors Management Group’s iShares Russell 2000 ETF IWM Stock Holding History

Advisors Management Group’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 		$2.11M Buy
8,506
+46
+0.5% +$11.9K 0.38% 63
2025
Q4 		$2.08M Sell
8,460
-177
-2% -$43.5K 0.38% 65
2025
Q3 		$2.09M Sell
8,637
-142
-2% -$32.6K 0.37% 69
2025
Q2 		$1.89M Buy
8,779
+19
+0.2% +$3.82K 0.36% 70
2025
Q1 		$1.75M Sell
8,760
-21,476
-71% -$4.66M 0.38% 70
2024
Q4 		$6.68M Buy
30,236
+632
+2% +$144K 1.58% 20
2024
Q3 		$6.54M Buy
29,604
+253
+0.9% +$54.1K 1.54% 20
2024
Q2 		$5.96M Buy
29,351
+507
+2% +$102K 1.49% 21
2024
Q1 		$6.07M Buy
28,844
+1,841
+7% +$367K 1.51% 24
2023
Q4 		$5.42M Sell
27,003
-233
-0.9% -$41.7K 1.47% 22
2023
Q3 		$4.81M Sell
27,236
-160
-0.6% -$30K 1.45% 23
2023
Q2 		$5.13M Buy
27,396
+25,369
+1,252% +$4.52M 1.53% 21
2023
Q1 		$362K Buy
2,027
+420
+26% +$77.3K 0.12% 99
2022
Q4 		$280K Buy
+1,607
New +$286K 0.11% 105

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

Advisors Management Group's IWM Position: Q1 2026 in Review

Advisors Management Group increased its iShares Russell 2000 ETF (IWM) stake by 0.54% in Q1 2026, buying an estimated $11.9K and bringing the position to 8,506 shares worth $2.11M. The position accounts for 0.38% of the portfolio, ranked #63.

Advisors Management Group first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.68M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Advisors Management Group held 8,506 shares of iShares Russell 2000 ETF worth $2.11M as of Q1 2026.
  • Advisors Management Group bought 46 iShares Russell 2000 ETF shares in Q1 2026, an estimated $11.9K.
  • iShares Russell 2000 ETF made up 0.38% of Advisors Management Group's portfolio in Q1 2026, its #63 holding.
  • Advisors Management Group first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
  • Advisors Management Group's iShares Russell 2000 ETF position peaked at $6.68M in Q4 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.