Apollon Wealth Management
IWM icon

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

Apollon 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
Q3 		$4.25M Buy
15,292
+1,704
+13% +$500K 0.05% 304
2026
Q2 		$4.08M Sell
13,588
-13
-0.1% -$3.65K 0.05% 310
2026
Q1 		$3.37M Sell
13,601
-1,276
-9% -$329K 0.05% 276
2025
Q4 		$3.66M Buy
14,877
+3,107
+26% +$764K 0.06% 253
2025
Q3 		$2.85M Sell
11,770
-782
-6% -$179K 0.05% 308
2025
Q2 		$2.71M Sell
12,552
-1,032
-8% -$208K 0.05% 292
2025
Q1 		$2.71M Sell
13,584
-128
-0.9% -$27.8K 0.06% 270
2024
Q4 		$3.03M Sell
13,712
-3,257
-19% -$743K 0.07% 258
2024
Q3 		$3.75M Sell
16,969
-116
-0.7% -$24.8K 0.11% 170
2024
Q2 		$3.47M Sell
17,085
-1,125
-6% -$227K 0.11% 174
2024
Q1 		$3.83M Sell
18,210
-4,337
-19% -$865K 0.12% 153
2023
Q4 		$4.53M Buy
22,547
+2,038
+10% +$365K 0.16% 120
2023
Q3 		$3.62M Buy
20,509
+5,213
+34% +$979K 0.18% 110
2023
Q2 		$2.86M Sell
15,296
-553
-3% -$98.6K 0.14% 154
2023
Q1 		$2.83M Buy
15,849
+1,618
+11% +$298K 0.17% 122
2022
Q4 		$2.48M Sell
14,231
-9,030
-39% -$1.61M 0.18% 127
2022
Q3 		$3.84M Buy
23,261
+1,367
+6% +$249K 0.32% 64
2022
Q2 		$3.71M Sell
21,894
-4,649
-18% -$857K 0.31% 64
2022
Q1 		$5.45M Buy
26,543
+18,000
+211% +$3.67M 0.39% 49
2021
Q4 		$1.82M Buy
8,543
+4,257
+99% +$962K 0.14% 165
2021
Q3 		$938K Buy
4,286
+563
+15% +$125K 0.13% 150
2021
Q2 		$854K Buy
3,723
+2
+0.1% +$450 0.15% 125
2021
Q1 		$822K Buy
+3,721
New +$812K 0.16% 130
2020
Q4 		– Sell
-1,567
Closed -$235K – 230
2020
Q3 		$235K Hold
1,567
– – 0.11% 131
2020
Q2 		$224K Sell
1,567
-4,290
-73% -$563K 0.12% 91
2020
Q1 		$670K Sell
5,857
-1,945
-25% -$290K 0.69% 31
2019
Q4 		$1.3M Buy
7,802
+1,374
+21% +$217K 1.14% 21
2019
Q3 		$973K Buy
+6,428
New +$982K 1.02% 23

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Apollon Wealth Management's IWM Position: Q3 2026 in Review

Apollon Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 13% in Q3 2026, buying an estimated $500K and bringing the position to 15,292 shares worth $4.25M. The position accounts for 0.05% of the portfolio, ranked #304.

Apollon Wealth Management first reported a position in IWM in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.45M in Q1 2022. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Apollon Wealth Management held 15,292 shares of iShares Russell 2000 ETF worth $4.25M as of Q3 2026.
  • Apollon Wealth Management bought 1,704 iShares Russell 2000 ETF shares in Q3 2026, an estimated $500K.
  • iShares Russell 2000 ETF made up 0.05% of Apollon Wealth Management's portfolio in Q3 2026, its #304 holding.
  • Apollon Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2019 and has held it in 28 quarters since.
  • Apollon Wealth Management's iShares Russell 2000 ETF position peaked at $5.45M in Q1 2022.
  • 2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.