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

AE 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 		$7.09M Buy
28,580
+4,430
+18% +$1.14M 0.04% 346
2025
Q4 		$5.94M Buy
24,150
+3,750
+18% +$922K 0.03% 366
2025
Q3 		$4.94M Sell
20,400
-718
-3% -$165K 0.03% 365
2025
Q2 		$4.56M Sell
21,118
-2,165
-9% -$436K 0.03% 366
2025
Q1 		$4.64M Buy
23,283
+1,880
+9% +$408K 0.04% 349
2024
Q4 		$4.73M Buy
21,403
+2,738
+15% +$624K 0.04% 351
2024
Q3 		$4.12M Sell
18,665
-145,664
-89% -$31.2M 0.04% 367
2024
Q2 		$33.3M Buy
164,329
+1,489
+0.9% +$301K 0.33% 70
2024
Q1 		$34.2M Sell
162,840
-79,933
-33% -$15.9M 0.39% 66
2023
Q4 		$47.6M Sell
242,773
-221,228
-48% -$39.6M 0.24% 82
2023
Q3 		$82M Sell
464,001
-91,091
-16% -$17.1M 0.49% 28
2023
Q2 		$104M Buy
555,092
+58,078
+12% +$10.4M 0.62% 19
2023
Q1 		$88.7M Buy
497,014
+14,946
+3% +$2.75M 0.57% 25
2022
Q4 		$84.1M Buy
482,068
+22,019
+5% +$3.92M 0.61% 23
2022
Q3 		$75.9M Sell
460,049
-16,207
-3% -$2.96M 0.6% 24
2022
Q2 		$80.7M Buy
476,256
+7,922
+2% +$1.46M 0.65% 26
2022
Q1 		$96.1M Buy
468,334
+134,131
+40% +$27.4M 0.66% 25
2021
Q4 		$74.3M Sell
334,203
-68,167
-17% -$15.4M 0.52% 34
2021
Q3 		$88M Buy
402,370
+38,888
+11% +$8.62M 0.73% 22
2021
Q2 		$83.4M Buy
363,482
+40,345
+12% +$9.07M 0.73% 22
2021
Q1 		$71.4M Buy
323,137
+4,651
+1% +$1.02M 0.72% 22
2020
Q4 		$62.4M Buy
318,486
+80,488
+34% +$14.1M 0.71% 22
2020
Q3 		$35.6M Buy
237,998
+9,347
+4% +$1.41M 0.51% 36
2020
Q2 		$32.7M Buy
228,651
+90,330
+65% +$11.9M 0.51% 35
2020
Q1 		$15.8M Buy
138,321
+44,283
+47% +$6.6M 0.36% 54
2019
Q4 		$15.6M Buy
94,038
+6,935
+8% +$1.1M 0.34% 62
2019
Q3 		$13.2M Buy
87,103
+40,092
+85% +$6.12M 0.38% 53
2019
Q2 		$7.31M Buy
47,011
+27,760
+144% +$4.28M 0.22% 86
2019
Q1 		$2.95M Buy
19,251
+13,827
+255% +$2.08M 0.2% 101
2018
Q4 		$726K Sell
5,424
-24,305
-82% -$3.63M 0.12% 190
2018
Q3 		$5.01M Buy
29,729
+2,334
+9% +$394K 0.28% 65
2018
Q2 		$4.49M Buy
27,395
+6,803
+33% +$1.09M 0.31% 55
2018
Q1 		$3.13M Sell
20,592
-13,248
-39% -$2.05M 0.24% 66
2017
Q4 		$5.16M Buy
33,840
+10,880
+47% +$1.63M 0.46% 42
2017
Q3 		$3.4M Buy
22,960
+14,759
+180% +$2.08M 0.32% 52
2017
Q2 		$1.16M Buy
8,201
+4,773
+139% +$661K 0.14% 126
2017
Q1 		$471K Buy
3,428
+1,236
+56% +$169K 0.09% 178
2016
Q4 		$296K Buy
+2,192
New +$280K 0.12% 151

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

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

AE Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 18% in Q1 2026, buying an estimated $1.14M and bringing the position to 28,580 shares worth $7.09M. The position accounts for 0.04% of the portfolio, ranked #346.

AE Wealth Management first reported a position in IWM in Q4 2016 and has held it in 38 quarters since. The position peaked at $104M in Q2 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • AE Wealth Management held 28,580 shares of iShares Russell 2000 ETF worth $7.09M as of Q1 2026.
  • AE Wealth Management bought 4,430 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.14M.
  • iShares Russell 2000 ETF made up 0.04% of AE Wealth Management's portfolio in Q1 2026, its #346 holding.
  • AE Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's iShares Russell 2000 ETF position peaked at $104M in Q2 2023.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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