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Axis Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Axis Wealth Partners’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 		$221K Sell
893
-287
-24% -$74K 0.12% 166
2025
Q4 		$291K Sell
1,180
-25
-2% -$6.15K 0.16% 136
2025
Q3 		$292K Buy
1,205
+63
+6% +$14.5K 0.17% 127
2025
Q2 		$246K Sell
1,142
-111
-9% -$22.3K 0.16% 130
2025
Q1 		$250K Sell
1,253
-4
-0.3% -$868 0.18% 127
2024
Q4 		$278K Buy
+1,257
New +$287K 0.23% 110

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

Axis Wealth Partners's IWM Position: Q1 2026 in Review

Axis Wealth Partners reduced its iShares Russell 2000 ETF (IWM) stake by 24% in Q1 2026, selling an estimated $74K and leaving 893 shares worth $221K. The position accounts for 0.12% of the portfolio, ranked #166.

Axis Wealth Partners first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. The position peaked at $292K in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Axis Wealth Partners held 893 shares of iShares Russell 2000 ETF worth $221K as of Q1 2026.
  • Axis Wealth Partners sold 287 iShares Russell 2000 ETF shares in Q1 2026, an estimated $74K.
  • iShares Russell 2000 ETF made up 0.12% of Axis Wealth Partners's portfolio in Q1 2026, its #166 holding.
  • Axis Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
  • Axis Wealth Partners's iShares Russell 2000 ETF position peaked at $292K in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.