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

Axxcess 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
Q1 		– Sell
-35,096
Closed -$8.64M – 708
2025
Q4 		$8.64M Buy
35,096
+473
+1% +$116K 0.15% 138
2025
Q3 		$8.38M Sell
34,623
-9,541
-22% -$2.19M 0.18% 106
2025
Q2 		$9.53M Buy
44,164
+12,927
+41% +$2.6M 0.22% 86
2025
Q1 		$6.23M Sell
31,237
-16,705
-35% -$3.62M 0.17% 117
2024
Q4 		$10.6M Buy
47,942
+12,922
+37% +$2.95M 0.25% 71
2024
Q3 		$7.74M Buy
35,020
+360
+1% +$77K 0.19% 95
2024
Q2 		$7.03M Sell
34,660
-14,594
-30% -$2.95M 0.19% 97
2024
Q1 		$10.4M Sell
49,254
-7,601
-13% -$1.52M 0.28% 72
2023
Q4 		$11.4M Buy
56,855
+12,132
+27% +$2.17M 0.33% 65
2023
Q3 		$7.9M Buy
44,723
+28,506
+176% +$5.35M 0.27% 76
2023
Q2 		$3.04M Sell
16,217
-670
-4% -$119K 0.22% 97
2023
Q1 		$3.01M Sell
16,887
-5,929
-26% -$1.09M 0.23% 95
2022
Q4 		$3.98M Buy
22,816
+12,458
+120% +$2.22M 0.33% 64
2022
Q3 		$1.71M Buy
10,358
+132
+1% +$24.1K 0.16% 127
2022
Q2 		$1.73M Sell
10,226
-14,222
-58% -$2.62M 0.16% 129
2022
Q1 		$5.02M Buy
24,448
+6,216
+34% +$1.27M 0.39% 56
2021
Q4 		$4.05M Buy
+18,232
New +$4.12M 0.3% 69

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

Axxcess Wealth Management's IWM Position: Q1 2026 in Review

Axxcess Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 35,096 shares — an estimated $8.64M sold.

Axxcess Wealth Management first reported a position in IWM in Q4 2021 and held it in 17 quarters. The position peaked at $11.4M in Q4 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Axxcess Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 35,096 iShares Russell 2000 ETF shares in Q1 2026, an estimated $8.64M.
  • Axxcess Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 17 quarters.
  • Axxcess Wealth Management's iShares Russell 2000 ETF position peaked at $11.4M in Q4 2023.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.