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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
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 $1.37T 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

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

Collaborative Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 56% in Q1 2026, selling an estimated $812K and leaving 2,436 shares worth $604K. The position accounts for 0.28% of the portfolio, ranked #55.

Collaborative Wealth Management first reported a position in IWM in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.37M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Collaborative Wealth Management held 2,436 shares of iShares Russell 2000 ETF worth $604K as of Q1 2026.
  • Collaborative Wealth Management sold 3,148 iShares Russell 2000 ETF shares in Q1 2026, an estimated $812K.
  • iShares Russell 2000 ETF made up 0.28% of Collaborative Wealth Management's portfolio in Q1 2026, its #55 holding.
  • Collaborative Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 18 quarters since.
  • Collaborative Wealth Management's iShares Russell 2000 ETF position peaked at $1.37M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.