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Ball & Co Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Ball & Co 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
-4,940
Closed -$1.22M – 80
2025
Q4 		$1.22M Sell
4,940
-3,737
-43% -$919K 0.78% 14
2025
Q3 		$2.1M Buy
+8,677
New +$1.99M 1.4% 12

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

Ball & Co Wealth Management's IWM Position: Q1 2026 in Review

Ball & Co Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 4,940 shares — an estimated $1.22M sold.

Ball & Co Wealth Management first reported a position in IWM in Q3 2025 and held it in 2 quarters. The position peaked at $2.1M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Ball & Co Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • Ball & Co Wealth Management sold 4,940 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.22M.
  • Ball & Co Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2025 and held it in 2 quarters.
  • Ball & Co Wealth Management's iShares Russell 2000 ETF position peaked at $2.1M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Ball & Co Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.