Crown Wealth Group’s iShares Russell 2000 ETF IWM Stock Holding History

Crown Wealth Group’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	–	Sell	-1,162	Closed	-$286K	–	151
2025 Q4	$286K	Sell	1,162 -1,070	-48%	-$263K	0.08%	97
2025 Q3	$540K	Buy	+2,232	New	+$512K	0.16%	65
2025 Q1	–	Sell	-932	Closed	-$206K	–	113
2024 Q4	$206K	Buy	+932	New	+$213K	0.08%	109
2024 Q2	–	Sell	-970	Closed	-$204K	–	113
2024 Q1	$204K	Buy	+970	New	+$194K	0.11%	104
2023 Q1	–	Sell	-1,235	Closed	-$215K	–	76
2022 Q4	$215K	Buy	+1,235	New	+$220K	0.2%	61

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

Crown Wealth Group's IWM Position: Q1 2026 in Review

Crown Wealth Group sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 1,162 shares — an estimated $286K sold.

Crown Wealth Group first reported a position in IWM in Q4 2022 and held it in 5 quarters. The position peaked at $540K in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Crown Wealth Group reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Crown Wealth Group sold 1,162 iShares Russell 2000 ETF shares in Q1 2026, an estimated $286K.
Crown Wealth Group first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 5 quarters.
Crown Wealth Group's iShares Russell 2000 ETF position peaked at $540K in Q3 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Crown Wealth Group's 13F filing for Q1 2026, filed 21 Apr 2026.