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Comprehensive Money Management Services’s iShares Russell 2000 ETF IWM Stock Holding History

Comprehensive Money Management Services’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 		$244K Hold
985
– – 0.16% 173
2025
Q4 		$242K Hold
985
– – 0.17% 172
2025
Q3 		$238K Hold
985
– – 0.17% 170
2025
Q2 		$213K Buy
+985
New +$198K 0.16% 171
2025
Q1 		– Sell
-985
Closed -$218K – 180
2024
Q4 		$218K Buy
+985
New +$225K 0.18% 164

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

Comprehensive Money Management Services's IWM Position: Q1 2026 in Review

Comprehensive Money Management Services held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 985 shares worth $244K. The position accounts for 0.16% of the portfolio, ranked #173.

Comprehensive Money Management Services first reported a position in IWM in Q4 2024 and has held it in 5 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Comprehensive Money Management Services held 985 shares of iShares Russell 2000 ETF worth $244K as of Q1 2026.
  • Comprehensive Money Management Services left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 ETF made up 0.16% of Comprehensive Money Management Services's portfolio in Q1 2026, its #173 holding.
  • Comprehensive Money Management Services first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 5 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.