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

Chicago 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	$282K	Hold	1,139	–	–	0.11%	56
2025 Q4	$280K	Buy	+1,139	New	+$280K	0.11%	52
2022 Q2	–	Sell	-5,434	Closed	-$1.11M	–	37
2022 Q1	$1.11M	Sell	5,434 -300	-5%	-$61.2K	0.75%	24
2021 Q4	$1.28M	Sell	5,734 -115	-2%	-$26K	0.86%	21
2021 Q3	$1.28M	Sell	5,849 -614	-10%	-$136K	0.93%	18
2021 Q2	$1.48M	Sell	6,463 -33,561	-84%	-$7.55M	1.07%	19
2021 Q1	$8.48M	Buy	40,024 +310	+0.8%	+$67.7K	6.74%	3
2020 Q4	$7.79M	Buy	39,714 +662	+2%	+$116K	7.21%	5
2020 Q3	$5.85M	Buy	39,052 +1,162	+3%	+$175K	6.61%	6
2020 Q2	$5.42M	Buy	+37,890	New	+$4.97M	6.63%	6

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

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

Chicago Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,139 shares worth $282K. The position accounts for 0.11% of the portfolio, ranked #56.

Chicago Wealth Management first reported a position in IWM in Q2 2020 and has held it in 10 quarters since. The position peaked at $8.48M in Q1 2021. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Chicago Wealth Management held 1,139 shares of iShares Russell 2000 ETF worth $282K as of Q1 2026.
Chicago Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.11% of Chicago Wealth Management's portfolio in Q1 2026, its #56 holding.
Chicago Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2020 and has held it in 10 quarters since.
Chicago Wealth Management's iShares Russell 2000 ETF position peaked at $8.48M in Q1 2021.
2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Chicago Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.