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

Collaborative 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
Q2 		$574K Sell
1,909
-527
-22% -$148K 0.24% 58
2026
Q1 		$604K Sell
2,436
-3,148
-56% -$812K 0.28% 55
2025
Q4 		$1.37M Buy
5,584
+3,813
+215% +$937K 0.48% 47
2025
Q3 		$428K Sell
1,771
-52
-3% -$11.9K 0.17% 113
2025
Q2 		$393K Buy
1,823
+219
+14% +$44.1K 0.17% 116
2025
Q1 		$320K Sell
1,604
-445
-22% -$96.5K 0.15% 120
2024
Q4 		$453K Buy
2,049
+767
+60% +$175K 0.21% 102
2024
Q3 		$283K Sell
1,282
-155
-11% -$33.2K 0.13% 133
2024
Q2 		$292K Buy
1,437
+59
+4% +$11.9K 0.14% 123
2024
Q1 		$290K Buy
1,378
+42
+3% +$8.38K 0.15% 127
2023
Q4 		$268K Sell
1,336
-75
-5% -$13.4K 0.15% 127
2023
Q3 		$249K Sell
1,411
-247
-15% -$46.4K 0.15% 133
2023
Q2 		$311K Sell
1,658
-350
-17% -$62.4K 0.18% 121
2023
Q1 		$358K Sell
2,008
-108
-5% -$19.9K 0.23% 107
2022
Q4 		$369K Sell
2,116
-27
-1% -$4.8K 0.24% 109
2022
Q3 		$353K Sell
2,143
-424
-17% -$77.3K 0.25% 104
2022
Q2 		$435K Buy
+2,567
New +$473K 0.29% 99
2021
Q4 		$724K Buy
+3,253
New +$735K 0.4% 81
2021
Q1 		$630K Buy
+3,069
New +$670K 0.36% 91

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Collaborative Wealth Management's IWM Position: Q2 2026 in Review

Collaborative Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 22% in Q2 2026, selling an estimated $148K and leaving 1,909 shares worth $574K. The position accounts for 0.24% of the portfolio, ranked #58.

Collaborative Wealth Management first reported a position in IWM in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.37M in Q4 2025. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Collaborative Wealth Management held 1,909 shares of iShares Russell 2000 ETF worth $574K as of Q2 2026.
  • Collaborative Wealth Management sold 527 iShares Russell 2000 ETF shares in Q2 2026, an estimated $148K.
  • iShares Russell 2000 ETF made up 0.24% of Collaborative Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Collaborative Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 19 quarters since.
  • Collaborative Wealth Management's iShares Russell 2000 ETF position peaked at $1.37M in Q4 2025.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.