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

Castle 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 		$346K Sell
1,396
-287
-17% -$74K 0.11% 97
2025
Q4 		$414K Buy
1,683
+287
+21% +$70.6K 0.14% 89
2025
Q3 		$338K Buy
1,396
+1
+0.1% +$229 0.11% 97
2025
Q2 		$301K Sell
1,395
-3
-0.2% -$604 0.11% 98
2025
Q1 		$279K Buy
1,398
+3
+0.2% +$651 0.11% 103
2024
Q4 		$308K Buy
1,395
+1
+0.1% +$228 0.12% 97
2024
Q3 		$308K Sell
1,394
-19
-1% -$4.07K 0.12% 102
2024
Q2 		$287K Buy
1,413
+108
+8% +$21.8K 0.14% 102
2024
Q1 		$274K Sell
1,305
-147
-10% -$29.3K 0.14% 104
2023
Q4 		$292K Buy
1,452
+1
+0.1% +$179 0.17% 98
2023
Q3 		$258K Hold
1,451
– – 0.18% 93
2023
Q2 		$272K Sell
1,451
-136
-9% -$24.2K 0.19% 90
2023
Q1 		$283K Hold
1,587
– – 0.22% 89
2022
Q4 		$277K Buy
1,587
+127
+9% +$22.6K 0.17% 91
2022
Q3 		$241K Sell
1,460
-572
-28% -$104K 0.15% 91
2022
Q2 		$344K Buy
+2,032
New +$375K 0.2% 77

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

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

Castle Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 17% in Q1 2026, selling an estimated $74K and leaving 1,396 shares worth $346K. The position accounts for 0.11% of the portfolio, ranked #97.

Castle Wealth Management first reported a position in IWM in Q2 2022 and has held it in 16 quarters since. The position peaked at $414K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Castle Wealth Management held 1,396 shares of iShares Russell 2000 ETF worth $346K as of Q1 2026.
  • Castle Wealth Management sold 287 iShares Russell 2000 ETF shares in Q1 2026, an estimated $74K.
  • iShares Russell 2000 ETF made up 0.11% of Castle Wealth Management's portfolio in Q1 2026, its #97 holding.
  • Castle Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 16 quarters since.
  • Castle Wealth Management's iShares Russell 2000 ETF position peaked at $414K in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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