Asset Management Group’s iShares Russell 2000 ETF IWM Stock Holding History

Asset Management Group’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	$227K	Buy	914 +2	+0.2%	+$516	0.04%	131
2025 Q4	$225K	Buy	912 +2	+0.2%	+$492	0.04%	133
2025 Q3	$220K	Buy	+910	New	+$209K	0.04%	133
2021 Q4	–	Sell	-1,024	Closed	-$224K	–	127
2021 Q3	$224K	Hold	1,024	–	–	0.05%	122
2021 Q2	$235K	Sell	1,024 -8	-0.8%	-$1.8K	0.05%	122
2021 Q1	$228K	Hold	1,032	–	–	0.05%	118
2020 Q4	$202K	Buy	+1,032	New	+$181K	0.05%	118

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

Asset Management Group's IWM Position: Q1 2026 in Review

Asset Management Group increased its iShares Russell 2000 ETF (IWM) stake by 0.22% in Q1 2026, buying an estimated $516 and bringing the position to 914 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #131.

Asset Management Group first reported a position in IWM in Q4 2020 and has held it in 7 quarters since. The position peaked at $235K in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Asset Management Group held 914 shares of iShares Russell 2000 ETF worth $227K as of Q1 2026.
Asset Management Group bought 2 iShares Russell 2000 ETF shares in Q1 2026, an estimated $516.
iShares Russell 2000 ETF made up 0.04% of Asset Management Group's portfolio in Q1 2026, its #131 holding.
Asset Management Group first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 7 quarters since.
Asset Management Group's iShares Russell 2000 ETF position peaked at $235K in Q2 2021.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.