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

Connecticut 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 		$4.01M Sell
16,157
-3,045
-16% -$785K 0.17% 64
2025
Q4 		$4.73M Sell
19,202
-491
-2% -$121K 0.21% 57
2025
Q3 		$4.76M Sell
19,693
-1,062
-5% -$244K 0.21% 57
2025
Q2 		$4.48M Sell
20,755
-5,402
-21% -$1.09M 0.21% 61
2025
Q1 		$5.22M Sell
26,157
-3,653
-12% -$792K 0.27% 56
2024
Q4 		$6.59M Sell
29,810
-4,826
-14% -$1.1M 0.32% 41
2024
Q3 		$7.65M Sell
34,636
-1,711
-5% -$366K 0.37% 42
2024
Q2 		$7.37M Sell
36,347
-1,237
-3% -$250K 0.38% 43
2024
Q1 		$7.9M Sell
37,584
-746
-2% -$149K 0.42% 42
2023
Q4 		$7.69M Buy
38,330
+1,916
+5% +$343K 0.44% 40
2023
Q3 		$6.44M Buy
36,414
+5,683
+18% +$1.07M 0.44% 40
2023
Q2 		$5.75M Buy
30,731
+1,915
+7% +$341K 0.4% 45
2023
Q1 		$5.14M Buy
28,816
+26,163
+986% +$4.82M 0.39% 48
2022
Q4 		$463K Buy
2,653
+25
+1% +$4.45K 0.04% 120
2022
Q3 		$433K Sell
2,628
-2
-0.1% -$365 0.04% 116
2022
Q2 		$445K Sell
2,630
-3
-0.1% -$553 0.04% 125
2022
Q1 		$540K Buy
2,633
+406
+18% +$82.8K 0.04% 120
2021
Q4 		$495K Buy
+2,227
New +$503K 0.04% 122
2020
Q4 		– Sell
-3,563
Closed -$534K – 202
2020
Q3 		$534K Buy
+3,563
New +$536K 0.06% 114
2020
Q1 		– Sell
-1,923
Closed -$319K – 150
2019
Q4 		$319K Buy
+1,923
New +$304K 0.04% 137

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

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

Connecticut Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 16% in Q1 2026, selling an estimated $785K and leaving 16,157 shares worth $4.01M. The position accounts for 0.17% of the portfolio, ranked #64.

Connecticut Wealth Management first reported a position in IWM in Q4 2019 and has held it in 20 quarters since. The position peaked at $7.9M in Q1 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Connecticut Wealth Management held 16,157 shares of iShares Russell 2000 ETF worth $4.01M as of Q1 2026.
  • Connecticut Wealth Management sold 3,045 iShares Russell 2000 ETF shares in Q1 2026, an estimated $785K.
  • iShares Russell 2000 ETF made up 0.17% of Connecticut Wealth Management's portfolio in Q1 2026, its #64 holding.
  • Connecticut Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 20 quarters since.
  • Connecticut Wealth Management's iShares Russell 2000 ETF position peaked at $7.9M in Q1 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.