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

Cassaday & 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	$915K	Buy	3,688 +56	+2%	+$14.4K	0.02%	147
2025 Q4	$894K	Hold	3,632	–	–	0.02%	146
2025 Q3	$879K	Sell	3,632 -201	-5%	-$46.1K	0.02%	149
2025 Q2	$827K	Buy	3,833 +201	+6%	+$40.4K	0.02%	150
2025 Q1	$725K	Sell	3,632 -25	-0.7%	-$5.42K	0.02%	154
2024 Q4	$808K	Sell	3,657 -298	-8%	-$67.9K	0.02%	140
2024 Q3	$874K	Sell	3,955 -63	-2%	-$13.5K	0.02%	123
2024 Q2	$815K	Buy	4,018 +406	+11%	+$82.1K	0.03%	126
2024 Q1	$760K	Buy	3,612 +100	+3%	+$19.9K	0.02%	135
2023 Q4	$705K	Hold	3,512	–	–	0.02%	128
2023 Q3	$621K	Buy	3,512 +6	+0.2%	+$1.13K	0.03%	130
2023 Q2	$657K	Buy	3,506 +370	+12%	+$66K	0.03%	126
2023 Q1	$559K	Sell	3,136 -572	-15%	-$105K	0.02%	146
2022 Q4	$647K	Buy	+3,708	New	+$659K	0.03%	130

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

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

Cassaday & Co Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 1.5% in Q1 2026, buying an estimated $14.4K and bringing the position to 3,688 shares worth $915K. The position accounts for 0.02% of the portfolio, ranked #147.

Cassaday & Co Wealth Management first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Cassaday & Co Wealth Management held 3,688 shares of iShares Russell 2000 ETF worth $915K as of Q1 2026.
Cassaday & Co Wealth Management bought 56 iShares Russell 2000 ETF shares in Q1 2026, an estimated $14.4K.
iShares Russell 2000 ETF made up 0.02% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #147 holding.
Cassaday & Co Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.