DWM
IWM icon

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

Destination 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 		$246K Buy
993
+20
+2% +$5.16K 0.01% 280
2025
Q4 		$240K Sell
973
-166
-15% -$40.8K 0.01% 268
2025
Q3 		$276K Buy
1,139
+124
+12% +$28.5K 0.01% 226
2025
Q2 		$219K Buy
1,015
+10
+1% +$2.01K 0.01% 238
2025
Q1 		$200K Buy
1,005
+52
+5% +$11.3K 0.01% 235
2024
Q4 		$211K Buy
+953
New +$217K 0.01% 227
2020
Q1 		– Sell
-1,937
Closed -$321K – 168
2019
Q4 		$321K Buy
+1,937
New +$306K 0.02% 133
2019
Q3 		– Sell
-612
Closed -$95K – 317
2019
Q2 		$95K Sell
612
-341
-36% -$52.6K 0.01% 190
2019
Q1 		$146K Buy
953
+289
+44% +$43.4K 0.01% 159
2018
Q4 		$89K Sell
664
-685
-51% -$102K 0.01% 193
2018
Q3 		$227K Buy
1,349
+703
+109% +$119K 0.01% 144
2018
Q2 		$106K Sell
646
-795
-55% -$127K 0.01% 180
2018
Q1 		$219K Sell
1,441
-789
-35% -$122K 0.01% 142
2017
Q4 		$340K Sell
2,230
-201
-8% -$30.2K 0.02% 128
2017
Q3 		$360K Buy
2,431
+340
+16% +$47.8K 0.02% 124
2017
Q2 		$295K Buy
2,091
+114
+6% +$15.8K 0.02% 133
2017
Q1 		$272K Buy
1,977
+127
+7% +$17.4K 0.02% 137
2016
Q4 		$249K Buy
1,850
+122
+7% +$15.6K 0.02% 150
2016
Q3 		$215K Sell
1,728
-1,401
-45% -$170K 0.02% 152
2016
Q2 		$360K Buy
+3,129
New +$353K 0.03% 110
2015
Q1 		– Sell
-1,845
Closed -$221K – 108
2014
Q4 		$221K Sell
1,845
-1,593
-46% -$182K 0.02% 110
2014
Q3 		$376K Sell
3,438
-1,096
-24% -$125K 0.04% 99
2014
Q2 		$539K Sell
4,534
-818
-15% -$92.9K 0.06% 81
2014
Q1 		$623K Buy
5,352
+3,079
+135% +$355K 0.07% 73
2013
Q4 		$262K Sell
2,273
-163
-7% -$18K 0.03% 93
2013
Q3 		$259K Buy
+2,436
New +$252K 0.03% 85

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

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

Destination Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 2.1% in Q1 2026, buying an estimated $5.16K and bringing the position to 993 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #280.

Destination Wealth Management first reported a position in IWM in Q3 2013 and has held it in 26 quarters since. The position peaked at $623K in Q1 2014. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Destination Wealth Management held 993 shares of iShares Russell 2000 ETF worth $246K as of Q1 2026.
  • Destination Wealth Management bought 20 iShares Russell 2000 ETF shares in Q1 2026, an estimated $5.16K.
  • iShares Russell 2000 ETF made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #280 holding.
  • Destination Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2013 and has held it in 26 quarters since.
  • Destination Wealth Management's iShares Russell 2000 ETF position peaked at $623K in Q1 2014.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.