ATPW
IWM icon

Ashton Thomas Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Ashton Thomas Private Wealth’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 		$7.23M Buy
29,149
+5
+0% +$1.29K 0.17% 128
2025
Q4 		$7.17M Buy
29,144
+1,342
+5% +$330K 0.17% 126
2025
Q3 		$6.73M Sell
27,802
-433
-2% -$99.4K 0.17% 138
2025
Q2 		$6.09M Sell
28,235
-12,138
-30% -$2.44M 0.21% 118
2025
Q1 		$8.05M Sell
40,373
-495
-1% -$107K 0.31% 80
2024
Q4 		$9.03M Buy
40,868
+2,312
+6% +$527K 0.35% 70
2024
Q3 		$8.52M Sell
38,556
-166
-0.4% -$35.5K 0.45% 53
2024
Q2 		$7.86M Sell
38,722
-1,048
-3% -$212K 0.43% 56
2024
Q1 		$8.36M Buy
39,770
+2,228
+6% +$444K 0.48% 50
2023
Q4 		$7.54M Buy
37,542
+696
+2% +$125K 0.47% 54
2023
Q3 		$6.51M Buy
36,846
+2,032
+6% +$381K 0.47% 52
2023
Q2 		$6.52M Buy
34,814
+2,893
+9% +$516K 0.5% 51
2023
Q1 		$5.69M Buy
31,921
+8,515
+36% +$1.57M 0.5% 48
2022
Q4 		$4.08M Sell
23,406
-720
-3% -$128K 0.41% 65
2022
Q3 		$3.98M Buy
24,126
+371
+2% +$67.7K 0.45% 55
2022
Q2 		$4.02M Sell
23,755
-1,616
-6% -$298K 0.44% 58
2022
Q1 		$5.21M Buy
25,371
+7,572
+43% +$1.54M 0.46% 60
2021
Q4 		$3.96M Sell
17,799
-14,862
-46% -$3.36M 0.38% 59
2021
Q3 		$7.14M Buy
32,661
+29,429
+911% +$6.52M 1.03% 20
2021
Q2 		$741K Buy
3,232
+862
+36% +$194K 0.11% 200
2021
Q1 		$524K Buy
2,370
+425
+22% +$92.8K 0.09% 222
2020
Q4 		$381K Buy
1,945
+314
+19% +$54.9K 0.07% 249
2020
Q3 		$244K Buy
1,631
+137
+9% +$20.6K 0.06% 235
2020
Q2 		$214K Buy
+1,494
New +$196K 0.06% 216
2020
Q1 		– Sell
-1,432
Closed -$237K – 229
2019
Q4 		$237K Buy
+1,432
New +$226K 0.08% 210

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

Ashton Thomas Private Wealth's IWM Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its iShares Russell 2000 ETF (IWM) stake by 0.02% in Q1 2026, buying an estimated $1.29K and bringing the position to 29,149 shares worth $7.23M. The position accounts for 0.17% of the portfolio, ranked #128.

Ashton Thomas Private Wealth first reported a position in IWM in Q4 2019 and has held it in 25 quarters since. The position peaked at $9.03M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Ashton Thomas Private Wealth held 29,149 shares of iShares Russell 2000 ETF worth $7.23M as of Q1 2026.
  • Ashton Thomas Private Wealth bought 5 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.29K.
  • iShares Russell 2000 ETF made up 0.17% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #128 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 25 quarters since.
  • Ashton Thomas Private Wealth's iShares Russell 2000 ETF position peaked at $9.03M in Q4 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.