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
2021
Q4 		– Sell
-2,900
Closed -$108K – 1735
2021
Q3 		$108K Buy
+2,900
New +$643K ﹤0.01% 1554

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.