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

ClientFirst 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	$2.88M	Hold	11,603	–	–	2.43%	7
2025 Q4	$2.86M	Hold	11,603	–	–	2.29%	7
2025 Q3	$2.81M	Buy	11,603 +450	+4%	+$103K	2.25%	7
2025 Q2	$2.41M	Sell	11,153 -420	-4%	-$84.5K	2.46%	7
2025 Q1	$2.31M	Buy	11,573 +233	+2%	+$50.5K	2.62%	7
2024 Q4	$2.51M	Buy	+11,340	New	+$2.59M	2.53%	7
2023 Q3	$1.01M	Sell	5,852 -1,318	-18%	-$247K	1.23%	12
2023 Q2	$1.37M	Hold	7,170	–	–	1.63%	9
2023 Q1	$1.26M	Hold	7,170	–	–	1.68%	9
2022 Q4	$1.25M	Sell	7,170 -1,530	-18%	-$272K	1.59%	9
2022 Q3	$1.61M	Buy	8,700 +300	+4%	+$54.7K	2%	8
2022 Q2	$1.42M	Buy	8,400 +430	+5%	+$79.3K	2.16%	9
2022 Q1	$1.63M	Hold	7,970	–	–	1.5%	9
2021 Q4	$1.65M	Buy	+7,970	New	+$1.8M	1.48%	9

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

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

ClientFirst Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 11,603 shares worth $2.88M. The position accounts for 2.43% of the portfolio, ranked #7.

ClientFirst Wealth Management first reported a position in IWM in Q4 2021 and has held it in 14 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

ClientFirst Wealth Management held 11,603 shares of iShares Russell 2000 ETF worth $2.88M as of Q1 2026.
ClientFirst Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 2.43% of ClientFirst Wealth Management's portfolio in Q1 2026, its #7 holding.
ClientFirst Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 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 ClientFirst Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.