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
2024 Q1	–	Sell	-204,600	Closed	-$567K	–	1582
2023 Q4	$567K	Sell	204,600 -33,800	-14%	-$6.06M	﹤0.01%	1376
2023 Q3	$874K	Sell	238,400 -16,400	-6%	-$3.08M	0.01%	1152
2023 Q2	$493K	Sell	254,800 -11,000	-4%	-$1.96M	﹤0.01%	1404
2023 Q1	$910K	Hold	265,800	–	–	0.01%	1086
2022 Q4	$1.23M	Sell	265,800 -4,500	-2%	-$800K	0.01%	910
2022 Q3	$1.91M	Buy	270,300 +3,000	+1%	+$547K	0.02%	716
2022 Q2	$2.19M	Buy	267,300 +3,300	+1%	+$608K	0.02%	637
2022 Q1	$1.38M	Buy	+264,000	New	+$53.9M	0.01%	817
2021 Q4	–	Sell	-235,000	Closed	-$1.74M	–	1736
2021 Q3	$1.74M	Buy	235,000 +10,600	+5%	+$2.35M	0.01%	687
2021 Q2	$957K	Buy	224,400 +21,000	+10%	+$4.72M	0.01%	859
2021 Q1	$1.59M	Sell	203,400 -87,700	-30%	-$19.1M	0.02%	631
2020 Q4	$1.47M	Sell	291,100 -327,300	-53%	-$57.3M	0.02%	584
2020 Q3	$1.94M	Buy	618,400 +31,900	+5%	+$4.8M	0.03%	434
2020 Q2	$1.75M	Buy	586,500 +327,500	+126%	+$43M	0.03%	444
2020 Q1	$1.66M	Buy	259,000 +257,400	+16,088%	+$38.4M	0.04%	352
2019 Q4	$2K	Buy	+1,600	New	+$253K	﹤0.01%	1125

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

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.